Moody Lynn & Lieberson LLC Raises Stock Position in O’Reilly Automotive, Inc. $ORLY

Moody Lynn & Lieberson LLC grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3,124.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 130,756 shares of the specialty retailer’s stock after acquiring an additional 126,701 shares during the period. Moody Lynn & Lieberson LLC’s holdings in O’Reilly Automotive were worth $14,097,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Armstrong Fleming & Moore Inc purchased a new position in O’Reilly Automotive during the 3rd quarter worth $258,000. Lewis Asset Management LLC grew its position in shares of O’Reilly Automotive by 32.3% during the 3rd quarter. Lewis Asset Management LLC now owns 3,559 shares of the specialty retailer’s stock worth $384,000 after buying an additional 869 shares in the last quarter. Ascent Group LLC increased its stake in shares of O’Reilly Automotive by 6.7% during the third quarter. Ascent Group LLC now owns 54,241 shares of the specialty retailer’s stock valued at $5,848,000 after buying an additional 3,422 shares during the period. Diversified Trust Co raised its holdings in shares of O’Reilly Automotive by 4.2% in the third quarter. Diversified Trust Co now owns 14,776 shares of the specialty retailer’s stock valued at $1,593,000 after acquiring an additional 601 shares in the last quarter. Finally, Continuum Advisory LLC lifted its stake in O’Reilly Automotive by 3.3% in the third quarter. Continuum Advisory LLC now owns 4,505 shares of the specialty retailer’s stock worth $486,000 after acquiring an additional 145 shares during the period. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $91.47 on Wednesday. The stock’s fifty day moving average price is $96.37 and its 200 day moving average price is $98.32. O’Reilly Automotive, Inc. has a 1-year low of $78.71 and a 1-year high of $108.71. The company has a market cap of $77.21 billion, a price-to-earnings ratio of 31.69, a price-to-earnings-growth ratio of 2.16 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The company had revenue of $4.71 billion during the quarter, compared to analysts’ expectations of $4.69 billion. During the same period last year, the business posted $11.41 earnings per share. The firm’s revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction 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 sale, the senior vice president directly owned 28 shares of the company’s stock, valued at $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the sale, the senior vice president directly owned 4,792 shares of the company’s stock, valued at approximately $485,190. This represents a 42.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 8,980 shares of company stock valued at $882,335. Insiders own 1.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. The Goldman Sachs Group set a $121.00 target price on shares of O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, October 24th. Mizuho set a $112.00 price objective on shares of O’Reilly Automotive in a research note on Monday, October 20th. Barclays set a $91.00 target price on O’Reilly Automotive and gave the stock an “equal weight” rating in a report on Monday, October 27th. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. Finally, Baird R W upgraded O’Reilly Automotive to a “strong-buy” rating in a research note on Thursday, December 4th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $112.05.

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.