Aigen Investment Management LP Sells 14,407 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Aigen Investment Management cut its O'Reilly Automotive stake by 33.2% in the fourth quarter, selling 14,407 shares and leaving it with 29,045 shares worth about $2.65 million.
• O'Reilly Automotive reported better-than-expected quarterly results, posting EPS of $0.72 versus the $0.69 estimate and revenue of $4.56 billion versus $4.46 billion expected, with revenue up 10.2% year over year.
• Despite some insider selling, Wall Street remains positive on the stock: analysts have a Moderate Buy consensus with an average price target of $112.25, while shares recently traded around $91.02.

Aigen Investment Management LP lessened its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 33.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 29,045 shares of the specialty retailer's stock after selling 14,407 shares during the period. O'Reilly Automotive comprises 0.6% of Aigen Investment Management LP's portfolio, making the stock its 28th biggest holding. Aigen Investment Management LP's holdings in O'Reilly Automotive were worth $2,649,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Welch Group LLC lifted its stake in shares of O'Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer's stock valued at $1,217,000 after buying an additional 102 shares during the period. Commons Capital LLC lifted its stake in O'Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer's stock worth $1,066,000 after purchasing an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC lifted its stake in O'Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer's stock worth $401,000 after purchasing an additional 104 shares during the period. Fayez Sarofim & Co lifted its stake in O'Reilly Automotive by 1.4% during the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer's stock worth $823,000 after purchasing an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC lifted its stake in O'Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer's stock worth $520,000 after purchasing an additional 107 shares during the period. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Trading Up 1.0%

NASDAQ:ORLY opened at $91.02 on Friday. O'Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The firm has a 50 day moving average of $91.60 and a 200-day moving average of $93.37. The stock has a market capitalization of $75.43 billion, a P/E ratio of 29.75, a price-to-earnings-growth ratio of 2.01 and a beta of 0.53.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate 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 firm 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 company posted $9.35 EPS. O'Reilly Automotive's revenue 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, analysts forecast that O'Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Transactions at O'Reilly Automotive

In other O'Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O'Reilly Automotive stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction 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. The trade was a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company's stock, valued at $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last ninety days. 0.77% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

ORLY has been the subject of a number of analyst reports. UBS Group raised their price target on shares of O'Reilly Automotive from $114.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday, May 1st. Royal Bank Of Canada restated an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, April 24th. DA Davidson raised their price target on shares of O'Reilly Automotive from $110.00 to $114.00 and gave the stock a "buy" rating in a research note on Friday, May 1st. Evercore restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research note on Friday, May 1st. Finally, Robert W. Baird set a $110.00 price target on shares of O'Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and an average price target of $112.25.

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.

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