O’Reilly Automotive, Inc. $ORLY Shares Sold by California Public Employees Retirement System

California Public Employees Retirement System trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.9% in the third quarter, HoldingsChannel.com reports. The fund owned 2,671,146 shares of the specialty retailer’s stock after selling 466,967 shares during the period. California Public Employees Retirement System’s holdings in O’Reilly Automotive were worth $287,976,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Nemes Rush Group LLC lifted its position in shares of O’Reilly Automotive by 1,400.0% during the second 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. True Wealth Design LLC boosted its stake 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 purchasing an additional 152 shares during the period. Bell Investment Advisors Inc grew its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 322 shares in the last quarter. IAG Wealth Partners LLC purchased a new stake in O’Reilly Automotive during the 3rd quarter worth approximately $31,000. Finally, Westfuller Advisors LLC purchased a new stake in O’Reilly Automotive during the 3rd quarter worth approximately $32,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have commented on ORLY. Evercore reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Citigroup reduced their price objective on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. DA Davidson reiterated a “buy” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Finally, Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Stock Down 1.5%

NASDAQ ORLY opened at $91.54 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $85.83 and a 52 week high of $108.71. The firm has a 50 day moving average of $94.89 and a two-hundred day moving average of $97.89. The stock has a market capitalization of $76.76 billion, a PE ratio of 30.89, a price-to-earnings-growth ratio of 2.04 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. O’Reilly Automotive’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal 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.