Howland Capital Management LLC Purchases 18,864 Shares of O’Reilly Automotive, Inc. $ORLY

Howland Capital Management LLC grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 485,741 shares of the specialty retailer’s stock after acquiring an additional 18,864 shares during the period. O’Reilly Automotive accounts for 1.7% of Howland Capital Management LLC’s portfolio, making the stock its 16th largest holding. Howland Capital Management LLC’s holdings in O’Reilly Automotive were worth $44,304,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new position in O’Reilly Automotive in the 4th quarter worth approximately $25,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive in the 4th quarter worth approximately $26,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive in the 3rd quarter worth approximately $31,000. Ares Financial Consulting LLC bought a new position in O’Reilly Automotive in the 4th quarter worth approximately $34,000. Finally, Commonwealth Retirement Investments LLC bought a new position in O’Reilly Automotive in the 4th quarter worth approximately $34,000. Institutional investors own 85.00% of the company’s stock.

Insider Activity

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive 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 completion of the sale, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction 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 sale, the senior vice president directly 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 ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of several research analyst reports. Mizuho boosted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Evercore restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. DA Davidson boosted their price objective 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. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One equities research 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 company’s stock. According to data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Performance

ORLY opened at $91.02 on Friday. 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 52 week low of $85.35 and a 52 week high of $108.71. The firm has a market capitalization of $75.43 billion, a PE ratio of 29.75, a P/E/G ratio of 1.99 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the previous year, the business earned $9.35 EPS. The business’s quarterly revenue 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 forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

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.