O’Reilly Automotive, Inc. $ORLY Shares Sold by Marsico Capital Management LLC

Marsico Capital Management LLC trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 32.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 136,140 shares of the specialty retailer’s stock after selling 65,245 shares during the period. Marsico Capital Management LLC’s holdings in O’Reilly Automotive were worth $12,417,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORLY. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $26,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the third quarter valued at approximately $31,000. Ares Financial Consulting LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $34,000. Finally, Commonwealth Retirement Investments LLC acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $34,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through 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 transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Trading Down 0.4%

NASDAQ ORLY opened at $90.10 on Friday. The company’s fifty day simple moving average is $91.62 and its 200-day simple moving average is $93.38. O’Reilly Automotive, Inc. has a 52 week low of $85.35 and a 52 week high of $108.71. The stock has a market cap of $74.67 billion, a P/E ratio of 29.44, a PEG ratio of 2.00 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last posted 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. 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 for the quarter, compared to analysts’ expectations of $4.46 billion. During the same period in the previous year, the company posted $9.35 earnings per share. The business’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. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Mizuho lifted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Company 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.