Congress Asset Management Co. Sells 30,177 Shares of O’Reilly Automotive, Inc. $ORLY

Congress Asset Management Co. lowered its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,537,113 shares of the specialty retailer’s stock after selling 30,177 shares during the period. O’Reilly Automotive makes up 1.0% of Congress Asset Management Co.’s portfolio, making the stock its 21st largest holding. Congress Asset Management Co.’s holdings in O’Reilly Automotive were worth $140,200,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. State Street Corp boosted its holdings in shares of O’Reilly Automotive by 1,424.2% during the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the period. Norges Bank bought a new stake in O’Reilly Automotive in the 2nd quarter valued at $974,515,000. Invesco Ltd. grew its holdings in O’Reilly Automotive by 1,459.7% in the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after buying an additional 8,874,644 shares in the last quarter. Akre Capital Management LLC increased its position in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its position in O’Reilly Automotive by 1,424.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,979,985 shares of the specialty retailer’s stock worth $538,976,000 after buying an additional 5,587,665 shares during the period. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Performance

ORLY opened at $88.70 on Tuesday. O’Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71. The firm has a market cap of $74.37 billion, a P/E ratio of 29.93, a price-to-earnings-growth ratio of 1.93 and a beta of 0.63. The business’s fifty day moving average is $94.46 and its 200-day moving average is $97.20.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company earned $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analyst Ratings Changes

ORLY has been the subject of a number of recent research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Evercore reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Finally, Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

About O’Reilly Automotive

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.