O’Reilly Automotive, Inc. $ORLY Shares Acquired by Barclays PLC

Barclays PLC grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 12.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,107,824 shares of the specialty retailer’s stock after buying an additional 332,783 shares during the quarter. Barclays PLC’s holdings in O’Reilly Automotive were worth $283,465,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of ORLY. Norges Bank acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $1,134,311,000. Akre Capital Management LLC increased its position in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the last quarter. Ameriprise Financial Inc. increased its position in O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after purchasing an additional 2,814,071 shares during the last quarter. Raymond James Financial Inc. increased its position in O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after purchasing an additional 2,176,568 shares during the last quarter. Finally, Capital World Investors acquired a new stake in O’Reilly Automotive during the third quarter worth about $153,650,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $91.02 on Monday. The firm has a 50 day simple moving average of $91.60 and a 200-day simple moving average of $93.33. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71. 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 (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the firm posted $9.35 earnings per share. The business’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 analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several recent analyst reports. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. UBS Group raised their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Finally, Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.