Aristotle Atlantic Partners LLC Sells 16,742 Shares of O’Reilly Automotive, Inc. $ORLY

Aristotle Atlantic Partners LLC lowered its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 318,362 shares of the specialty retailer’s stock after selling 16,742 shares during the quarter. O’Reilly Automotive accounts for approximately 1.0% of Aristotle Atlantic Partners LLC’s investment portfolio, making the stock its 26th largest holding. Aristotle Atlantic Partners LLC’s holdings in O’Reilly Automotive were worth $34,323,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of ORLY. Sivia Capital Partners LLC grew its stake in O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares in the last quarter. SBI Securities Co. Ltd. lifted its holdings in shares of O’Reilly Automotive by 1,116.3% during the 2nd quarter. SBI Securities Co. Ltd. now owns 1,192 shares of the specialty retailer’s stock worth $107,000 after acquiring an additional 1,094 shares during the last quarter. Candriam S.C.A. grew its position in O’Reilly Automotive by 298.8% in the second quarter. Candriam S.C.A. now owns 59,811 shares of the specialty retailer’s stock worth $5,391,000 after acquiring an additional 44,814 shares in the last quarter. ABN Amro Investment Solutions purchased a new position in O’Reilly Automotive in the second quarter worth $2,021,000. Finally, Fiera Capital Corp increased its stake in O’Reilly Automotive by 1,371.8% in the second quarter. Fiera Capital Corp now owns 4,695 shares of the specialty retailer’s stock valued at $423,000 after acquiring an additional 4,376 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $91.54 on Friday. O’Reilly Automotive, Inc. has a 52-week low of $85.83 and a 52-week high of $108.71. The company’s 50 day moving average price is $94.89 and its 200-day moving average price is $97.89. The stock has a market capitalization of $76.76 billion, a price-to-earnings ratio of 30.89, a P/E/G ratio of 2.04 and a beta of 0.63.

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

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. JPMorgan Chase & Co. cut their target price on 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. Morgan Stanley set a $108.00 price target on shares of O’Reilly Automotive in a research report on Monday, February 9th. Robert W. Baird lowered shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective for the company. in a report on Friday, February 6th. Finally, UBS Group set a $114.00 price objective on shares of O’Reilly Automotive in a research note on Friday, February 6th. One equities research 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. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $110.26.

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.