Arrowstreet Capital Limited Partnership Raises Holdings in O’Reilly Automotive, Inc. $ORLY

Arrowstreet Capital Limited Partnership raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 10.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,015,058 shares of the specialty retailer’s stock after purchasing an additional 773,673 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 0.95% of O’Reilly Automotive worth $731,053,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at $25,000. IAG Wealth Partners LLC purchased a new stake in O’Reilly Automotive during the 3rd quarter valued at $31,000. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at $27,000. Finally, Ares Financial Consulting LLC bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at $34,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 105,730 shares of company stock worth $9,815,388 in the last quarter. Company insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on ORLY. Roth Mkm reissued a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. DA Davidson increased their price target on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. UBS Group increased their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $91.02 on Friday. The business’s fifty day moving average price is $91.60 and its 200-day moving average price is $93.37. The stock has a market capitalization of $75.43 billion, a price-to-earnings ratio of 29.75, a PEG ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1-year low of $85.35 and a 1-year high of $108.71.

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

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.