Ascentis Independent Advisors Has $28,000 Holdings in O’Reilly Automotive, Inc. $ORLY

Ascentis Independent Advisors lessened its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 96.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 305 shares of the specialty retailer’s stock after selling 8,247 shares during the period. Ascentis Independent Advisors’ holdings in O’Reilly Automotive were worth $28,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the company. Caldwell Trust Co raised its holdings in shares of O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after purchasing an additional 12,167 shares during the period. Overbrook Management Corp boosted its position in shares of O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after buying an additional 19,171 shares during the last quarter. Jefferies Financial Group Inc. purchased a new position in O’Reilly Automotive during the 4th quarter worth $3,908,000. Danske Bank A S bought a new stake in O’Reilly Automotive in the 3rd quarter worth about $40,561,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ORLY. DA Davidson restated a “buy” rating and set a $114.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, July 7th. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Mizuho increased their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. TD Cowen reiterated a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a report on Monday. One investment 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. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $111.85.

Insider Buying and Selling

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated 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 sale, the senior vice president owned 4,888 shares in the company, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $85.75 on Wednesday. The business’s 50 day moving average price is $89.31 and its 200-day moving average price is $92.05. The firm has a market cap of $71.06 billion, a P/E ratio of 28.02, a P/E/G ratio of 1.92 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $82.71 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping 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 period in the prior year, the business earned $9.35 EPS. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities analysts predict 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.