Meiji Yasuda Asset Management Co Ltd. Cuts Position in O’Reilly Automotive, Inc. $ORLY

Meiji Yasuda Asset Management Co Ltd. cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 54.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,775 shares of the specialty retailer’s stock after selling 15,510 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in O’Reilly Automotive were worth $1,165,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Vestmark Advisory Solutions Inc. lifted its stake in O’Reilly Automotive by 34.0% in the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after purchasing an additional 13,100 shares during the last quarter. Vanguard Group Inc. lifted its stake in O’Reilly Automotive by 0.6% in the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares during the last quarter. Overbrook Management Corp lifted its stake in O’Reilly Automotive by 13.5% in the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after purchasing an additional 19,171 shares during the last quarter. Caldwell Trust Co lifted its stake in O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares during the last quarter. Finally, Atlantic Union Bankshares Corp lifted its stake in O’Reilly Automotive by 336.4% in the third quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after purchasing an additional 33,103 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

Insider Activity at O’Reilly Automotive

In related news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated 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 transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,530 shares of company stock valued at $9,709,404 in the last three months. Corporate insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent research reports. Evercore reissued an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. TD Cowen reaffirmed a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Trading Down 0.6%

Shares of NASDAQ:ORLY opened at $91.74 on Friday. The company has a market cap of $76.03 billion, a price-to-earnings ratio of 29.98, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. The company has a 50-day moving average price of $91.97 and a 200-day moving average price of $94.24. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

O’Reilly Automotive Profile

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.