Royal London Asset Management Ltd. Cuts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Royal London Asset Management Ltd. lowered its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 371,911 shares of the specialty retailer’s stock after selling 59,537 shares during the period. Royal London Asset Management Ltd.’s holdings in O’Reilly Automotive were worth $34,249,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in ORLY. First National Bank of Mount Dora Trust Investment Services boosted its stake in shares of O’Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after acquiring an additional 12,316 shares in the last quarter. Jefferies Financial Group Inc. purchased a new position in O’Reilly Automotive in the 4th quarter valued at approximately $3,908,000. Swiss National Bank increased its stake in O’Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock valued at $228,670,000 after purchasing an additional 152,100 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares during the last quarter. Finally, Marble Wealth LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $2,559,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 0.8%

O’Reilly Automotive stock opened at $88.50 on Friday. The stock has a 50-day moving average price of $88.99 and a 200 day moving average price of $90.84. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The stock has a market cap of $71.59 billion, a PE ratio of 28.18, a P/E/G ratio of 1.93 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analyst Ratings Changes

Several analysts have weighed in on ORLY shares. Citigroup reissued a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 24th. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. Finally, Morgan Stanley dropped their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

Insiders Place Their Bets

In other news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by insiders.

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.