O’Reilly Automotive, Inc. $ORLY Shares Sold by Geneva Capital Management LLC

Geneva Capital Management LLC reduced its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 442,323 shares of the specialty retailer’s stock after selling 22,699 shares during the period. Geneva Capital Management LLC’s holdings in O’Reilly Automotive were worth $47,687,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of ORLY. Brant Point Investment Management LLC increased its position in O’Reilly Automotive by 1,244.7% in the 2nd quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock valued at $13,476,000 after acquiring an additional 138,401 shares during the period. Bank of Nova Scotia lifted its position in O’Reilly Automotive by 7,192.8% during the 2nd quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock worth $40,989,000 after acquiring an additional 448,545 shares during the period. SVB Wealth LLC grew its stake in shares of O’Reilly Automotive by 1,094.1% in the 2nd quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after purchasing an additional 16,575 shares during the last quarter. Vestmark Advisory Solutions Inc. grew its stake in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after purchasing an additional 13,100 shares during the last quarter. Finally, Annex Advisory Services LLC increased its holdings in shares of O’Reilly Automotive by 5.3% in the third quarter. Annex Advisory Services LLC now owns 594,934 shares of the specialty retailer’s stock valued at $64,140,000 after purchasing an additional 29,855 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently weighed in on ORLY. Citigroup decreased their price target on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a report on Monday, February 9th. Robert W. Baird downgraded shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective for the company. in a research report on Friday, February 6th. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a research note on Monday, February 9th. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Finally, Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Trading Up 0.1%

ORLY stock opened at $94.71 on Wednesday. The company’s 50-day moving average price is $94.77 and its 200 day moving average price is $98.07. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The company has a market cap of $79.41 billion, a P/E ratio of 31.96, a P/E/G ratio of 2.11 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same period last year, the firm earned $9.50 EPS. O’Reilly Automotive’s revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

O’Reilly Automotive 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.