AEGON ASSET MANAGEMENT UK Plc Acquires 53,520 Shares of O’Reilly Automotive, Inc. $ORLY

AEGON ASSET MANAGEMENT UK Plc increased its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 33.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 215,390 shares of the specialty retailer’s stock after acquiring an additional 53,520 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in O’Reilly Automotive were worth $19,880,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive in the 4th quarter worth approximately $25,000. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at approximately $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of O’Reilly Automotive during the fourth quarter valued at approximately $30,000. Finally, IAG Wealth Partners LLC bought a new stake in shares of O’Reilly Automotive during the third quarter valued at approximately $31,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $86.84 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The stock’s 50 day simple moving average is $91.27 and its two-hundred day simple moving average is $92.94. The company has a market cap of $71.97 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.92 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data 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 business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period in the prior year, the firm earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, 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 company’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 in the last three months. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ORLY shares. Citigroup reissued a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Finally, Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research 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 stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price 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.