O’Reilly Automotive, Inc. $ORLY Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC decreased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 308,070 shares of the specialty retailer’s stock after selling 10,292 shares during the quarter. O’Reilly Automotive accounts for about 1.3% of Aristotle Atlantic Partners LLC’s holdings, making the stock its 23rd biggest holding. Aristotle Atlantic Partners LLC’s holdings in O’Reilly Automotive were worth $28,099,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ORLY. Eagle Bay Advisors LLC acquired a new stake in O’Reilly Automotive in the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive in the fourth quarter valued at approximately $26,000. Wilkerson Advisory Group LLC acquired a new stake in O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Kemnay Advisory Services Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter valued at approximately $30,000. Finally, IAG Wealth Partners LLC acquired a new stake in O’Reilly Automotive in the third quarter valued at approximately $31,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 2.5%

Shares of ORLY opened at $88.40 on Thursday. The firm has a market cap of $73.26 billion, a PE ratio of 28.89, a price-to-earnings-growth ratio of 2.00 and a beta of 0.53. The company’s 50 day simple moving average is $91.49 and its 200-day simple moving average is $93.08. O’Reilly Automotive, Inc. has a 12-month low of $85.35 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on ORLY shares. DA Davidson increased their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Roth Mkm reiterated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.