O’Reilly Automotive, Inc. $ORLY is Akre Capital Management LLC’s 7th Largest Position

Akre Capital Management LLC lowered its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 22.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,719,819 shares of the specialty retailer’s stock after selling 1,892,609 shares during the period. O’Reilly Automotive comprises about 6.7% of Akre Capital Management LLC’s investment portfolio, making the stock its 7th biggest holding. Akre Capital Management LLC’s holdings in O’Reilly Automotive were worth $612,915,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in ORLY. Sivia Capital Partners LLC boosted its position in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC boosted its position in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. lifted its position in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas lifted its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its position in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after purchasing an additional 464,536 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on ORLY. TD Cowen reaffirmed a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Evercore reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from 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

Shares of O’Reilly Automotive stock opened at $91.02 on Friday. The company has a 50-day moving average of $91.60 and a 200 day moving average of $93.37. The firm has a market cap 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 issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling

In related news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares in the company, valued at $354,680. This trade represents a 39.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% 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 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

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.