Nomura Holdings Inc. Has $4.10 Million Stock Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Nomura Holdings Inc. reduced its stake in O'Reilly Automotive by 57.1%, selling 3,813 shares and leaving it with 2,862 shares valued at approximately $4.1 million.
• Significant acquisitions were made by other institutions, including Vanguard Group and Wellington Management, increasing their stakes in O'Reilly Automotive during the same quarter.
• O'Reilly Automotive reported its most recent earnings results, with a Q2 EPS of $0.78, meeting estimates, but showing a decline in net margins compared to the previous year.

Nomura Holdings Inc. lowered its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 57.1% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 2,862 shares of the specialty retailer's stock after selling 3,813 shares during the period. Nomura Holdings Inc.'s holdings in O'Reilly Automotive were worth $4,100,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Saudi Central Bank acquired a new position in O'Reilly Automotive in the 1st quarter valued at about $33,000. DRW Securities LLC bought a new stake in shares of O'Reilly Automotive during the 1st quarter worth approximately $364,000. Baird Financial Group Inc. lifted its holdings in shares of O'Reilly Automotive by 5.7% during the 1st quarter. Baird Financial Group Inc. now owns 461,130 shares of the specialty retailer's stock worth $660,606,000 after acquiring an additional 24,739 shares during the period. Pinnacle Wealth Planning Services Inc. boosted its position in O'Reilly Automotive by 5.5% in the first quarter. Pinnacle Wealth Planning Services Inc. now owns 306 shares of the specialty retailer's stock valued at $438,000 after buying an additional 16 shares in the last quarter. Finally, Stony Point Capital LLC bought a new position in shares of O'Reilly Automotive in the 1st quarter valued at $17,181,000. Institutional investors and hedge funds own 85.00% of the company's stock.

Insider Activity

In other news, Director Maria Sastre sold 595 shares of the stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total transaction of $60,874.45. Following the completion of the sale, the director directly owned 15,935 shares in the company, valued at $1,630,309.85. This represents a 3.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Carl David Wilbanks sold 88,485 shares of the stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the sale, the senior vice president owned 10,305 shares of the company's stock, valued at approximately $1,056,674.70. This trade represents a 89.57% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 125,635 shares of company stock valued at $12,740,916. 1.01% of the stock is owned by corporate insiders.

O'Reilly Automotive Stock Down 0.2%

Shares of ORLY stock traded down $0.20 during trading hours on Friday, hitting $104.84. 4,202,443 shares of the company's stock traded hands, compared to its average volume of 3,823,110. The stock's 50 day simple moving average is $98.48 and its 200 day simple moving average is $93.38. The stock has a market cap of $88.96 billion, a PE ratio of 37.48, a price-to-earnings-growth ratio of 2.77 and a beta of 0.60. O'Reilly Automotive, Inc. has a 12 month low of $73.11 and a 12 month high of $105.32.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share for the quarter, hitting the consensus estimate of $0.78. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The company had revenue of $4.53 billion during the quarter, compared to analysts' expectations of $4.54 billion. During the same period in the prior year, the company posted $10.55 earnings per share. O'Reilly Automotive's revenue for the quarter was up 5.9% compared to the same quarter last year. O'Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. As a group, equities research analysts expect that O'Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Truist Financial upped their target price on O'Reilly Automotive from $103.00 to $109.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Citigroup upped their target price on O'Reilly Automotive from $104.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, July 25th. JPMorgan Chase & Co. raised their price target on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the company an "overweight" rating in a research note on Monday, July 21st. Royal Bank Of Canada raised their price target on shares of O'Reilly Automotive from $98.00 to $104.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Finally, DA Davidson raised their price target on shares of O'Reilly Automotive from $107.00 to $115.00 and gave the company a "buy" rating in a research note on Friday, July 25th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, O'Reilly Automotive presently has a consensus rating of "Buy" and a consensus price target of $104.40.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.