O’Reilly Automotive, Inc. $ORLY Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. trimmed its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 42.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 64,459 shares of the specialty retailer’s stock after selling 47,286 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in O’Reilly Automotive were worth $5,879,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of ORLY. Vestmark Advisory Solutions Inc. increased its stake in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after purchasing an additional 13,100 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. Overbrook Management Corp increased its stake in shares of O’Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after purchasing an additional 19,171 shares in the last quarter. Caldwell Trust Co increased its stake in shares of O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares in the last quarter. Finally, Atlantic Union Bankshares Corp increased its stake in shares of O’Reilly Automotive by 336.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after purchasing an additional 33,103 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on ORLY shares. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group raised 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 note on Friday, May 1st. JPMorgan Chase & Co. dropped 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 note on Friday, February 6th. Finally, TD Cowen reissued a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $112.25.

Insider Activity

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 104,530 shares of company stock valued at $9,709,404 over the last quarter. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $91.74 on Friday. The stock has a market capitalization of $76.03 billion, a P/E ratio of 29.98, a PEG ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The company has a 50 day moving average price of $91.97 and a two-hundred day moving average price of $94.24.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O’Reilly Automotive’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period in the previous year, the company earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts forecast 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.