Rhumbline Advisers Sells 23,519 Shares of O’Reilly Automotive, Inc. $ORLY

Rhumbline Advisers lowered its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,845,526 shares of the specialty retailer’s stock after selling 23,519 shares during the period. Rhumbline Advisers owned 0.22% of O’Reilly Automotive worth $198,966,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in ORLY. True Wealth Design LLC boosted its position in shares of O’Reilly Automotive by 127.7% in the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the period. Canton Hathaway LLC raised its stake in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 280 shares in the last quarter. Westfuller Advisors LLC bought a new stake in O’Reilly Automotive in the 3rd quarter valued at about $32,000. Nemes Rush Group LLC grew its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares in the last quarter. Finally, United Community Bank increased its holdings in shares of O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after purchasing an additional 135 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $93.44 on Wednesday. The company’s 50 day moving average price is $94.68 and its two-hundred day moving average price is $99.12. The firm has a market capitalization of $78.87 billion, a P/E ratio of 31.53, a P/E/G ratio of 2.07 and a beta of 0.62. O’Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same period last year, the business earned $9.50 EPS. The company’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, analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analyst Weigh In

ORLY has been the subject of several analyst reports. Robert W. Baird cut O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective for the company. in a report on Friday, February 6th. Wells Fargo & Company set a $115.00 price target on O’Reilly Automotive and gave the company an “overweight” rating in a research note on Wednesday, October 15th. DA Davidson reiterated a “buy” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Finally, Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

Insider Buying and Selling

In related news, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total transaction of $354,375.00. Following the sale, the senior vice president directly owned 4,792 shares in the company, valued at $485,190. This trade represents a 42.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the completion of the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.01% of the stock is owned by company insiders.

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.