TimesSquare Capital Management LLC Sells 50,780 Shares of O’Reilly Automotive, Inc. $ORLY

TimesSquare Capital Management LLC reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 993,180 shares of the specialty retailer’s stock after selling 50,780 shares during the quarter. O’Reilly Automotive makes up about 1.5% of TimesSquare Capital Management LLC’s portfolio, making the stock its 11th largest position. TimesSquare Capital Management LLC’s holdings in O’Reilly Automotive were worth $107,075,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of ORLY. Canton Hathaway LLC boosted its position in O’Reilly Automotive by 1,400.0% during the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 280 shares during the last quarter. Nemes Rush Group LLC raised its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 294 shares in the last quarter. True Wealth Design LLC lifted its stake in shares of O’Reilly Automotive by 127.7% in the 3rd 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. Aspect Partners LLC boosted its position in shares of O’Reilly Automotive by 3,036.4% during the 2nd quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 334 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its holdings in 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 worth $31,000 after purchasing an additional 322 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Robert W. Baird lowered O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target on the stock. in a research note on Friday, February 6th. Citigroup dropped their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Raymond James Financial upgraded shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a report on Wednesday, November 5th. DA Davidson reaffirmed a “buy” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. Finally, Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Up 1.5%

Shares of O’Reilly Automotive stock opened at $96.66 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The business has a 50 day moving average price of $94.46 and a 200-day moving average price of $99.05. The company has a market cap of $81.59 billion, a PE ratio of 32.62, a price-to-earnings-growth ratio of 2.16 and a beta of 0.62.

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

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction that occurred 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 transaction, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This trade represents a 98.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the transaction, the senior vice president owned 4,792 shares in the company, valued at $485,190. The trade was a 42.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.01% of the company’s stock.

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.