Curated Wealth Partners LLC Sells 84,632 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Curated Wealth Partners cut its O'Reilly Automotive stake by 94.1%, selling 84,632 shares and retaining 5,313 shares worth approximately $454,000. Institutional investors and hedge funds collectively own 85% of the company.
• Analysts maintain a generally positive view, with 16 Buy ratings and four Holds producing a consensus “Moderate Buy” rating and an average price target of $107.26.
• O'Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while EPS of $0.86 matched estimates. The stock opened at $89.27, near its 50- and 200-day moving averages.

Curated Wealth Partners LLC decreased its holdings in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 94.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 5,313 shares of the specialty retailer's stock after selling 84,632 shares during the period. Curated Wealth Partners LLC's holdings in O'Reilly Automotive were worth $454,000 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. BlackRock Inc. acquired a new stake in shares of O'Reilly Automotive in the second quarter worth $5,950,042,000. Bank of New York Mellon Corp purchased a new position in shares of O'Reilly Automotive in the 2nd quarter valued at $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of O'Reilly Automotive by 1.5% during the 2nd 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 in the last quarter. Amundi lifted its holdings in shares of O'Reilly Automotive by 19.7% during the 1st quarter. Amundi now owns 8,497,984 shares of the specialty retailer's stock valued at $784,449,000 after acquiring an additional 1,397,671 shares in the last quarter. Finally, Bank of America Corp DE acquired a new position in shares of O'Reilly Automotive during the 2nd quarter valued at $721,747,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. TD Cowen lowered their price target on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a report on Friday, July 31st. Raymond James Financial reaffirmed an "outperform" rating and issued a $110.00 target price (down from $115.00) on shares of O'Reilly Automotive in a research report on Friday, July 31st. Sanford C. Bernstein started coverage on O'Reilly Automotive in a research report on Tuesday, September 29th. They issued a "market perform" rating and a $94.00 target price for the company. BNP Paribas Exane lowered their target price on O'Reilly Automotive from $116.00 to $115.00 and set an "outperform" rating for the company in a research note on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 target price on O'Reilly Automotive and gave the company an "overweight" rating in a report on Friday, July 24th. Sixteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $107.26.

Insider Buying and Selling

In other O'Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares of the company's stock, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Mancini sold 3,000 shares of the business's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares of the company's stock, valued at $17,577. The trade was a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 6,000 shares of company stock worth $550,530. Insiders own 0.77% of the company's stock.

O'Reilly Automotive Stock Up 0.9%

ORLY stock opened at $89.27 on Friday. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $102.46. The stock's 50 day moving average is $87.43 and its two-hundred day moving average is $89.25. The company has a market capitalization of $72.22 billion, a PE ratio of 28.43, a P/E/G ratio of 2.19 and a beta of 0.54.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%. The business's revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.28 EPS for the current year.

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O'Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O'Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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