IPG Investment Advisors LLC Acquires 31,050 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• IPG Investment Advisors LLC increased its O'Reilly Automotive stake by 43.2% in the fourth quarter, buying 31,050 additional shares and bringing its total holding to 102,965 shares valued at about $9.39 million.
• O'Reilly Automotive reported better-than-expected quarterly results, posting EPS of $0.72 versus estimates of $0.69 and revenue of $4.56 billion versus expectations of $4.46 billion, with revenue up 10.2% year over year.
• Analysts remain broadly positive on ORLY, with a Moderate Buy consensus and average price target of $112.25, even as insider selling has been notable, including recent sales by the CEO and a director.

IPG Investment Advisors LLC boosted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 43.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 102,965 shares of the specialty retailer's stock after purchasing an additional 31,050 shares during the quarter. O'Reilly Automotive comprises 1.6% of IPG Investment Advisors LLC's portfolio, making the stock its 13th biggest holding. IPG Investment Advisors LLC's holdings in O'Reilly Automotive were worth $9,391,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Welch Group LLC raised its stake in O'Reilly Automotive by 0.8% during the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer's stock valued at $1,217,000 after purchasing an additional 102 shares during the period. Commons Capital LLC raised its stake in O'Reilly Automotive by 1.1% during the 3rd quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer's stock valued at $1,066,000 after purchasing an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC raised its stake in O'Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer's stock valued at $401,000 after purchasing an additional 104 shares during the period. Fayez Sarofim & Co raised its stake in O'Reilly Automotive by 1.4% during the 3rd quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer's stock valued at $823,000 after purchasing an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC raised its stake in O'Reilly Automotive by 1.9% during the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer's stock valued at $520,000 after purchasing an additional 107 shares during the period. Institutional investors own 85.00% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on ORLY shares. UBS Group raised their price target on O'Reilly Automotive from $114.00 to $120.00 and gave the company a "buy" rating in a report on Friday, May 1st. TD Cowen restated a "buy" rating and set a $117.00 price target (up from $115.00) on shares of O'Reilly Automotive in a report on Friday, May 1st. JPMorgan Chase & Co. cut their price target on O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Robert W. Baird set a $110.00 price target on O'Reilly Automotive in a report on Friday, May 1st. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, April 24th. One equities research 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 company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $112.25.

O'Reilly Automotive Price Performance

NASDAQ ORLY opened at $89.02 on Thursday. The stock has a market capitalization of $73.77 billion, a PE ratio of 29.09, a P/E/G ratio of 1.98 and a beta of 0.58. The business has a 50 day simple moving average of $91.88 and a two-hundred day simple moving average of $94.17. O'Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced 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. The firm had revenue of $4.56 billion during the quarter, compared to analysts' expectations 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 quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.35 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts anticipate that O'Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director John Raymond Murphy sold 2,595 shares of O'Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company's stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 104,530 shares of company stock worth $9,709,404 in the last 90 days. Company insiders own 0.77% of the company's stock.

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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