Allspring Global Investments Holdings LLC Reduces Position in O’Reilly Automotive, Inc. $ORLY

Allspring Global Investments Holdings LLC trimmed its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 574,975 shares of the specialty retailer’s stock after selling 30,650 shares during the period. Allspring Global Investments Holdings LLC’s holdings in O’Reilly Automotive were worth $51,943,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. State Street Corp raised its stake in O’Reilly Automotive by 1,424.2% in the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after buying an additional 34,740,553 shares in the last quarter. Invesco Ltd. lifted its holdings in O’Reilly Automotive by 1,459.7% during the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock worth $854,668,000 after buying an additional 8,874,644 shares during the last quarter. Akre Capital Management LLC lifted its holdings 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 last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in shares of O’Reilly Automotive by 21.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock worth $780,694,000 after acquiring an additional 1,290,579 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $92.10 on Thursday. The company has a fifty day moving average of $93.89 and a two-hundred day moving average of $96.52. The company has a market capitalization of $77.06 billion, a PE ratio of 31.08, a P/E/G ratio of 2.05 and a beta of 0.60. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same quarter last year, the firm posted $9.50 EPS. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Mizuho set a $105.00 price objective on O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. Morgan Stanley set a $108.00 target price on O’Reilly Automotive in a research note on Monday, February 9th. Citigroup lowered their price target on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a report on Monday, February 9th. Finally, Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $110.26.

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.