Key Points
- O'Reilly Automotive director John Raymond Murphy sold 2,595 shares on May 18 at an average price of $88.67, totaling about $230,099. After the sale, he still held 4,000 shares, reducing his position by 39.35%.
- The company reported solid quarterly results, with earnings per share of $0.72 beating estimates of $0.69 and revenue of $4.56 billion topping expectations. Revenue rose 10.2% year over year.
- Analysts remain broadly positive on ORLY, with several firms raising price targets and the stock carrying an average rating of “Moderate Buy” and an average price target of $112.25.
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director John Raymond Murphy sold 2,595 shares of the business's stock in a transaction that occurred on 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 owned 4,000 shares of the company's stock, valued at approximately $354,680. This represents a 39.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.
O'Reilly Automotive Trading Up 0.3%
Shares of NASDAQ ORLY opened at $92.22 on Thursday. O'Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The stock has a 50 day moving average of $92.07 and a two-hundred day moving average of $94.27. The stock has a market cap of $76.42 billion, a P/E ratio of 30.14, a P/E/G ratio of 2.02 and a beta of 0.58.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data 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 negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion during the quarter, compared to analysts' expectations of $4.46 billion. During the same quarter 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. As a group, research analysts predict that O'Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.
Institutional Inflows and Outflows
Institutional investors have recently modified their holdings of the stock. Sivia Capital Partners LLC lifted its holdings in O'Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock valued at $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC lifted its holdings in O'Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock valued at $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. lifted its holdings in O'Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock valued at $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas lifted its holdings in O'Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock valued at $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its holdings in O'Reilly Automotive by 1,357.9% in the second 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 period. Institutional investors and hedge funds own 85.00% of the company's stock.
Analysts Set New Price Targets
ORLY has been the topic of a number of recent research reports. UBS Group boosted their target price on O'Reilly Automotive from $114.00 to $120.00 and gave the company a "buy" rating in a report on Friday, May 1st. Royal Bank Of Canada reissued an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, April 24th. DA Davidson boosted their target price on O'Reilly Automotive from $110.00 to $114.00 and gave the company a "buy" rating in a report on Friday, May 1st. Raymond James Financial reissued an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a report on Friday, May 1st. Finally, Evercore reissued an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, O'Reilly Automotive currently has an average rating of "Moderate Buy" and an average price target of $112.25.
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About O'Reilly Automotive
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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.
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