O’Reilly Automotive, Inc. $ORLY Shares Acquired by Eventide Asset Management LLC

Eventide Asset Management LLC grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 541,867 shares of the specialty retailer’s stock after buying an additional 8,781 shares during the quarter. Eventide Asset Management LLC’s holdings in O’Reilly Automotive were worth $49,431,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp grew its stake in shares of O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Norges Bank acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth $1,134,311,000. Finally, Akre Capital Management LLC grew its stake in shares of O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insiders Place Their Bets

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $91.02 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The company has a market capitalization of $75.43 billion, a PE ratio of 29.75, a P/E/G ratio of 2.01 and a beta of 0.53. The company has a fifty day moving average of $91.60 and a two-hundred day moving average of $93.37.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data 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. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the firm posted $9.35 earnings per share. O’Reilly Automotive’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, research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. DA Davidson boosted their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Morgan Stanley reiterated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Raymond James Financial reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Evercore reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. 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, the company currently has an average rating of “Moderate Buy” and an average price target of $112.25.

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.