Lombard Odier Asset Management USA Corp Decreases Stake in O’Reilly Automotive, Inc. $ORLY

Lombard Odier Asset Management USA Corp lessened its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 33.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 21,490 shares of the specialty retailer’s stock after selling 10,817 shares during the quarter. Lombard Odier Asset Management USA Corp’s holdings in O’Reilly Automotive were worth $1,960,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of O’Reilly Automotive by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares during the period. State Street Corp lifted its stake in O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC lifted its stake in O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares during the last quarter. Norges Bank purchased a new stake in O’Reilly Automotive during the fourth quarter worth approximately $1,134,311,000. Finally, Akre Capital Management LLC lifted its stake in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

In other news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, 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 transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Citigroup restated a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group boosted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Morgan Stanley restated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Stock Up 0.5%

ORLY opened at $90.68 on Wednesday. The firm has a market cap of $75.15 billion, a price-to-earnings ratio of 29.63, a price-to-earnings-growth ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52 week low of $85.35 and a 52 week high of $108.71. The business’s 50 day moving average is $91.56 and its two-hundred day moving average is $93.17.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates 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 revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

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.