ASR Vermogensbeheer N.V. Reduces Position in O’Reilly Automotive, Inc. $ORLY

ASR Vermogensbeheer N.V. cut its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 385,824 shares of the specialty retailer’s stock after selling 27,683 shares during the quarter. ASR Vermogensbeheer N.V.’s holdings in O’Reilly Automotive were worth $41,595,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Oakworth Capital Inc. boosted its stake in shares of O’Reilly Automotive by 1,257.1% during the 2nd quarter. Oakworth Capital Inc. now owns 285 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 264 shares during the last quarter. HighMark Wealth Management LLC raised its stake in O’Reilly Automotive by 1,400.0% during the 2nd quarter. HighMark Wealth Management LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 280 shares during the period. Canton Hathaway LLC lifted its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 280 shares in the last quarter. ORG Partners LLC boosted its position in shares of O’Reilly Automotive by 839.4% in the second quarter. ORG Partners LLC now owns 310 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 277 shares during the period. Finally, Nemes Rush Group LLC boosted its position in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Up 1.1%

O’Reilly Automotive stock opened at $94.70 on Friday. The company’s 50-day moving average price is $95.53 and its 200-day moving average price is $98.52. O’Reilly Automotive, Inc. has a twelve month low of $80.73 and a twelve month high of $108.71. The company has a market cap of $79.94 billion, a PE ratio of 32.81, a price-to-earnings-growth ratio of 1.99 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.02. O’Reilly Automotive had a net margin of 14.23% and a negative return on equity of 206.86%. The firm had revenue of $4.71 billion during the quarter, compared to the consensus estimate of $4.69 billion. During the same quarter last year, the firm earned $11.41 EPS. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analyst Ratings Changes

ORLY has been the topic of several recent analyst reports. Truist Financial set a $109.00 price objective on shares of O’Reilly Automotive in a research report on Friday, October 24th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. Barclays set a $91.00 price objective on O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. Robert W. Baird set a $115.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Buy” and an average target price of $111.80.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares in the company, valued at $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John Raymond Murphy sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $92.60, for a total transaction of $289,375.00. Following the completion of the sale, the director owned 8,125 shares of the company’s stock, valued at $752,375. This trade represents a 27.78% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 8,980 shares of company stock worth $882,335. 1.01% of the stock is currently owned by company insiders.

O’Reilly Automotive Company 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.