Key Points
- Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, cutting his ownership by 36.44% to 241,950 shares.
- O’Reilly beat quarterly earnings and revenue estimates, reporting $0.97 per share and $5.12 billion in revenue; revenue rose 8.8% year over year.
- Analysts maintain a “Moderate Buy” consensus, with an average price target of $108, above the stock’s reported Friday open of $89.89.
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director Maria Sastre sold 1,200 shares of O'Reilly Automotive stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $91.72, for a total transaction of $110,064.00. Following the transaction, the director directly owned 13,770 shares in the company, valued at approximately $1,262,984.40. This represents a 8.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Maria Sastre also recently made the following trade(s):
- On Wednesday, August 12th, Maria Sastre sold 2,000 shares of O'Reilly Automotive stock. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00.
O'Reilly Automotive Stock Down 1.7%
Shares of ORLY traded down $1.60 during trading hours on Friday, reaching $89.89. The stock had a trading volume of 7,235,088 shares, compared to its average volume of 6,042,997. O'Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $102.46. The firm has a 50-day moving average of $87.33 and a 200 day moving average of $90.44. The company has a market cap of $72.72 billion, a P/E ratio of 27.57, a P/E/G ratio of 2.16 and a beta of 0.55.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The firm had revenue of $5.12 billion for the quarter, compared to analyst estimates of $5.02 billion. O'Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The company's revenue for the quarter was up 8.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.85 earnings per share. As a group, equities analysts expect that O'Reilly Automotive, Inc. will post 3.31 earnings per share for the current year.
Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new stake in O'Reilly Automotive in the 2nd quarter valued at $5,950,042,000. Bank of New York Mellon Corp acquired a new stake in shares of O'Reilly Automotive in the second quarter valued at about $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of O'Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer's stock valued at $859,169,000 after acquiring an additional 141,915 shares during the last quarter. Amundi raised its holdings in O'Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer's stock worth $784,449,000 after acquiring an additional 1,397,671 shares in the last quarter. Finally, Bank of America Corp DE bought a new stake in O'Reilly Automotive during the second quarter worth about $721,747,000. Institutional investors own 85.00% of the company's stock.
Trending Headlines about O'Reilly Automotive
Here are the key news stories impacting O'Reilly Automotive this week:
- Positive Sentiment: A report says O’Reilly’s higher 2026 outlook is providing support for the stock, offering a positive counterpoint to recent selling pressure. Article: O'Reilly Automotive stock gains support from higher 2026 outlook
- Neutral Sentiment: Coverage also highlights O’Reilly’s resilience to economic swings, though the supplied article details do not specify a new company development or estimate change. Article: What Makes O’Reilly Automotive (ORLY) Resilient to Economic Swings?
- Negative Sentiment: Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, reducing his direct stake by 36.44%. Director Maria Sastre also sold 1,200 shares. These sales can prompt concern about insider confidence, although they do not by themselves establish a change in the company’s prospects. Insider transaction details
- Negative Sentiment: SVP Larry Gray sold 7,750 shares, reducing his position by 60.92%. The cluster of sales, alongside reports of fresh valuation concerns, may be adding pressure to shares. Article: O'Reilly Automotive insider Larry Gray sells 7,750 shares Article: O'Reilly Automotive stock faces fresh valuation concern after insider sale
Analysts Set New Price Targets
A number of research analysts have weighed in on ORLY shares. Wolfe Research set a $98.00 price target on shares of O'Reilly Automotive in a research note on Wednesday, July 15th. Robert W. Baird set a $100.00 price objective on shares of O'Reilly Automotive and gave the company a "neutral" rating in a research report on Friday, July 31st. The Goldman Sachs Group reaffirmed a "conviction-buy" rating and issued a $104.00 target price on shares of O'Reilly Automotive in a research note on Friday, October 30th. Roth Capital reissued a "buy" rating and issued a $111.00 price target (up from $109.00) on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, TD Cowen cut their price target on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and a consensus price target of $108.00.
Get Our Latest Analysis on O'Reilly Automotive
About O'Reilly Automotive
(
Get Free Report)
O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops.
The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers.
Founded in 1957 by Charles F.
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