Pitcairn Co. Decreases Stake in O’Reilly Automotive, Inc. $ORLY

Pitcairn Co. decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 27.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 23,922 shares of the specialty retailer’s stock after selling 9,068 shares during the quarter. Pitcairn Co.’s holdings in O’Reilly Automotive were worth $2,579,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brant Point Investment Management LLC raised its holdings in O’Reilly Automotive by 1,244.7% during the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after purchasing an additional 138,401 shares during the last quarter. Bank of Nova Scotia grew its holdings in O’Reilly Automotive by 7,192.8% in the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock valued at $40,989,000 after purchasing an additional 448,545 shares during the last quarter. Atlantic Union Bankshares Corp increased its position in shares of O’Reilly Automotive by 6,011.8% in the second quarter. Atlantic Union Bankshares Corp now owns 9,840 shares of the specialty retailer’s stock valued at $887,000 after buying an additional 9,679 shares in the last quarter. SVB Wealth LLC increased its position in shares of O’Reilly Automotive by 1,094.1% in the second quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after buying an additional 16,575 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. raised its stake in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after buying an additional 13,100 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 0.1%

NASDAQ:ORLY opened at $94.36 on Friday. O’Reilly Automotive, Inc. has a 12-month low of $85.55 and a 12-month high of $108.71. The firm has a market cap of $79.12 billion, a price-to-earnings ratio of 31.84, a price-to-earnings-growth ratio of 2.10 and a beta of 0.63. The company’s 50-day moving average is $94.60 and its two-hundred day moving average is $98.30.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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 negative return on equity of 239.04% and a net margin of 14.27%.The business’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently commented on ORLY shares. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Citigroup reduced their price target on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Evercore reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Finally, Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. One research 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 stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

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.