Adams Diversified Equity Fund Inc. Sells 5,900 Shares of O’Reilly Automotive, Inc. $ORLY

Adams Diversified Equity Fund Inc. decreased its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 211,600 shares of the specialty retailer’s stock after selling 5,900 shares during the period. Adams Diversified Equity Fund Inc.’s holdings in O’Reilly Automotive were worth $19,300,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of ORLY. Eagle Bay Advisors LLC acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the fourth quarter valued at $27,000. IAG Wealth Partners LLC acquired a new stake in O’Reilly Automotive in the 3rd quarter valued at $31,000. Finally, Ares Financial Consulting LLC acquired a new stake in O’Reilly Automotive in the 4th quarter valued at $34,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $91.02 on Friday. The stock has a market cap of $75.43 billion, a P/E ratio of 29.75, a P/E/G ratio of 2.01 and a beta of 0.53. The company has a fifty day moving average price of $91.60 and a two-hundred day moving average price of $93.37. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71.

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

Wall Street Analyst Weigh In

Several equities research analysts have commented on ORLY shares. Morgan Stanley reissued an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Evercore reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. UBS Group boosted their price target 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. Finally, DA Davidson boosted their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research 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 company’s stock. According to data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average price target of $112.25.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. The SEC filing for this sale provides additional information. Over 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.

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.