Donaldson Capital Management LLC Sells 12,411 Shares of O’Reilly Automotive, Inc. $ORLY

Donaldson Capital Management LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 72,171 shares of the specialty retailer’s stock after selling 12,411 shares during the quarter. Donaldson Capital Management LLC’s holdings in O’Reilly Automotive were worth $6,583,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ORLY. Brant Point Investment Management LLC increased its holdings in O’Reilly Automotive by 1,244.7% during the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock valued at $13,476,000 after buying an additional 138,401 shares during the period. Bank of Nova Scotia lifted its holdings in O’Reilly Automotive by 7,192.8% during the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock worth $40,989,000 after buying an additional 448,545 shares during the period. Vestmark Advisory Solutions Inc. boosted its position in O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after acquiring an additional 13,100 shares in the last quarter. SVB Wealth LLC boosted its position in O’Reilly Automotive by 1,094.1% during the 2nd quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after acquiring an additional 16,575 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after acquiring an additional 436,563 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $90.11 on Monday. The firm has a market cap of $75.56 billion, a PE ratio of 30.41, a P/E/G ratio of 2.00 and a beta of 0.63. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The stock has a fifty day moving average price of $94.13 and a 200-day moving average price of $96.77.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results 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). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter last year, the firm earned $9.50 earnings per share. The firm’s quarterly revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on ORLY. JPMorgan Chase & Co. reduced their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. DA Davidson reissued a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. One equities research 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. According to MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price 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.