Rathbones Group PLC Has $146.32 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Rathbones Group PLC raised its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.9% in the fourth quarter, Holdings Channel reports. The fund owned 1,604,257 shares of the specialty retailer’s stock after purchasing an additional 104,006 shares during the quarter. Rathbones Group PLC’s holdings in O’Reilly Automotive were worth $146,324,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the 4th quarter worth approximately $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter worth approximately $26,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the 3rd quarter worth approximately $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive during the 3rd quarter worth approximately $32,000. Finally, United Community Bank increased its position in O’Reilly Automotive by 75.0% during the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after purchasing an additional 135 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on ORLY. Raymond James Financial reiterated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. UBS Group upped their price objective on shares of 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 reiterated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, JPMorgan Chase & Co. lowered their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $92.22 on Thursday. The company has a 50 day simple moving average of $92.07 and a 200 day simple moving average of $94.27. The firm has a market cap of $76.42 billion, a PE ratio of 30.14, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 19,930 shares of company stock valued at $1,875,444. 0.77% of the stock is currently owned by company 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.