O’Reilly Automotive, Inc. $ORLY Shares Sold by Hilltop Holdings Inc.

Hilltop Holdings Inc. reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 66.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,048 shares of the specialty retailer’s stock after selling 10,202 shares during the period. Hilltop Holdings Inc.’s holdings in O’Reilly Automotive were worth $466,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Sivia Capital Partners LLC raised its stake in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares during the last quarter. Sei Investments Co. increased its position in shares of O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares in the last quarter. BNP Paribas increased its position in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on ORLY. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. UBS Group lifted their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. TD Cowen reissued a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.22.

Insider Activity

In related news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive 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 transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s 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 transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Up 3.6%

Shares of ORLY stock opened at $90.59 on Tuesday. The stock’s 50-day moving average price is $88.37 and its 200 day moving average price is $91.74. The stock has a market capitalization of $75.07 billion, a PE ratio of 29.60, a price-to-earnings-growth ratio of 1.93 and a beta of 0.51. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the firm earned $9.35 EPS. The firm’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. Analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

O’Reilly Automotive Company 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.