Securian Asset Management Inc. Has $2.09 Million Position in O’Reilly Automotive, Inc. $ORLY

Securian Asset Management Inc. lowered its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 44.0% in the fourth quarter, Holdings Channel reports. The firm owned 22,952 shares of the specialty retailer’s stock after selling 18,025 shares during the period. Securian Asset Management Inc.’s holdings in O’Reilly Automotive were worth $2,093,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $25,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the third quarter valued at approximately $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive during the third quarter valued at approximately $32,000. United Community Bank grew its holdings in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares during the period. Finally, Ares Financial Consulting LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $34,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 1.7%

O’Reilly Automotive stock opened at $91.35 on Tuesday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The company has a 50 day moving average of $92.57 and a 200-day moving average of $94.58. The stock has a market capitalization of $76.43 billion, a PE ratio of 29.85, a price-to-earnings-growth ratio of 2.05 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the firm earned $9.35 earnings per share. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Activity

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the business’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 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 position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. JPMorgan Chase & Co. decreased their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Mizuho boosted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Evercore reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $112.25.

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.