O’Reilly Automotive, Inc. $ORLY Shares Sold by South Street Advisors LLC

South Street Advisors LLC reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 175,814 shares of the specialty retailer’s stock after selling 16,503 shares during the period. O’Reilly Automotive comprises about 2.3% of South Street Advisors LLC’s portfolio, making the stock its 20th biggest holding. South Street Advisors LLC’s holdings in O’Reilly Automotive were worth $16,036,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Rothschild Investment LLC lifted its stake in shares of O’Reilly Automotive by 16.5% in the 4th quarter. Rothschild Investment LLC now owns 1,254 shares of the specialty retailer’s stock valued at $114,000 after purchasing an additional 178 shares during the period. SBI Okasan Asset Management Co.Ltd. acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at $224,000. Northwestern Mutual Wealth Management Co. raised its holdings in O’Reilly Automotive by 3.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 115,842 shares of the specialty retailer’s stock worth $10,566,000 after purchasing an additional 4,097 shares during the period. Moors & Cabot Inc. raised its holdings in O’Reilly Automotive by 6.3% in the 4th quarter. Moors & Cabot Inc. now owns 11,192 shares of the specialty retailer’s stock worth $1,021,000 after purchasing an additional 659 shares during the period. Finally, Intech Investment Management LLC raised its holdings in O’Reilly Automotive by 30.1% in the 4th quarter. Intech Investment Management LLC now owns 174,065 shares of the specialty retailer’s stock worth $15,876,000 after purchasing an additional 40,271 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $89.23 on Friday. The company has a market cap of $73.95 billion, a PE ratio of 29.16, a price-to-earnings-growth ratio of 1.96 and a beta of 0.58. The stock’s 50 day simple moving average is $91.88 and its 200-day simple moving average is $94.11. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly 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. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period in the previous year, the business earned $9.35 earnings per share. The firm’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on ORLY shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. UBS Group upped their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Citigroup reaffirmed a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Transactions at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 104,530 shares of company stock worth $9,709,404. Company insiders own 0.77% of the company’s stock.

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.