Epoch Investment Partners Inc. Has $89.98 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Epoch Investment Partners Inc. trimmed its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 11.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 974,776 shares of the specialty retailer’s stock after selling 120,078 shares during the quarter. Epoch Investment Partners Inc.’s holdings in O’Reilly Automotive were worth $89,982,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of ORLY. Welch Group LLC raised its holdings in shares of O’Reilly Automotive by 0.8% during the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after purchasing an additional 102 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after purchasing an additional 104 shares in the last quarter. Capital Advisory Group Advisory Services LLC increased its position in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after buying an additional 107 shares during the last quarter. Quadcap Wealth Management LLC increased its position in O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares during the last quarter. Finally, Accurate Wealth Management LLC raised its holdings in O’Reilly Automotive by 1.9% during the fourth quarter. Accurate Wealth Management LLC now owns 5,815 shares of the specialty retailer’s stock valued at $545,000 after buying an additional 109 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $87.40 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The firm has a fifty day moving average price of $88.39 and a two-hundred day moving average price of $91.73. The firm has a market cap of $72.43 billion, a price-to-earnings ratio of 28.56, a P/E/G ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Activity

In other news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 over the last 90 days. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. DA Davidson set a $114.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Wednesday. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a report on Thursday, April 30th. The Goldman Sachs Group reissued a “buy” rating and issued a $113.00 price objective on shares of O’Reilly Automotive in a research note on Monday, July 13th. Citigroup restated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average target price of $110.22.

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.