SVB Wealth LLC Sells 11,181 Shares of O’Reilly Automotive, Inc. $ORLY

SVB Wealth LLC lessened its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 64.2% in the 1st quarter, Holdings Channel reports. The firm owned 6,222 shares of the specialty retailer’s stock after selling 11,181 shares during the period. SVB Wealth LLC’s holdings in O’Reilly Automotive were worth $574,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Sivia Capital Partners LLC grew its holdings in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares in the last quarter. NewEdge Advisors LLC increased its stake in O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the last quarter. Sei Investments Co. raised its holdings in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares in the last quarter. BNP Paribas raised its holdings in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company boosted its position in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $87.89 on Thursday. The company has a market cap of $72.84 billion, a PE ratio of 28.72, a price-to-earnings-growth ratio of 1.93 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1 year low of $84.76 and a 1 year high of $108.71. The stock’s 50 day simple moving average is $90.87 and its two-hundred day simple moving average is $92.62.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares in the company, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction on 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 in the company, valued at approximately $462,404.80. This represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on ORLY. DA Davidson raised their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, TD Cowen restated a “buy” rating and issued a $117.00 target price (up from $115.00) 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 issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus 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.