O'Reilly Automotive, Inc. $ORLY Shares Sold by Fiduciary Management Inc. WI

Key Points

• Fiduciary Management Inc. WI reduced its holdings in O'Reilly Automotive by 4.6%, selling 5,560 shares, and now owns approximately $166 million worth of the stock.
• O'Reilly Automotive reported earnings of $0.78 per share for the latest quarter, matching analysts' expectations, with revenue of $4.53 billion, slightly below forecasts.
• Several analysts have raised their price targets for O'Reilly Automotive, with BMO Capital Markets setting a new target of $110.00 and Argus initiating coverage with a target of $120.00 and a "buy" rating.

Fiduciary Management Inc. WI reduced its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 4.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 116,122 shares of the specialty retailer's stock after selling 5,560 shares during the quarter. O'Reilly Automotive accounts for about 1.6% of Fiduciary Management Inc. WI's holdings, making the stock its 26th biggest holding. Fiduciary Management Inc. WI owned approximately 0.20% of O'Reilly Automotive worth $166,354,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of ORLY. Carolinas Wealth Consulting LLC grew its stake in shares of O'Reilly Automotive by 14.3% in the fourth quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer's stock worth $76,000 after acquiring an additional 8 shares during the period. Marcum Wealth LLC lifted its holdings in O'Reilly Automotive by 4.0% in the first quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer's stock valued at $301,000 after acquiring an additional 8 shares during the period. Adero Partners LLC boosted its position in O'Reilly Automotive by 1.9% in the first quarter. Adero Partners LLC now owns 425 shares of the specialty retailer's stock worth $609,000 after purchasing an additional 8 shares during the last quarter. Avior Wealth Management LLC grew its stake in shares of O'Reilly Automotive by 3.5% during the 1st quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer's stock valued at $342,000 after purchasing an additional 8 shares during the period. Finally, Lindbrook Capital LLC increased its position in shares of O'Reilly Automotive by 2.6% during the 1st quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer's stock valued at $448,000 after purchasing an additional 8 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on ORLY. Citigroup boosted their price objective on O'Reilly Automotive from $104.00 to $114.00 and gave the company a "buy" rating in a research note on Friday, July 25th. BMO Capital Markets raised their price objective on shares of O'Reilly Automotive from $100.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. UBS Group lifted their target price on shares of O'Reilly Automotive from $105.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. JPMorgan Chase & Co. upped their target price on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the stock an "overweight" rating in a report on Monday, July 21st. Finally, Royal Bank Of Canada raised their price target on O'Reilly Automotive from $98.00 to $104.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, O'Reilly Automotive currently has an average rating of "Buy" and a consensus target price of $104.40.

O'Reilly Automotive Price Performance

ORLY traded up $0.33 during trading on Wednesday, reaching $103.51. 1,043,178 shares of the company's stock were exchanged, compared to its average volume of 5,563,139. The company's fifty day simple moving average is $96.07 and its 200-day simple moving average is $92.52. The stock has a market capitalization of $87.83 billion, a P/E ratio of 37.03, a price-to-earnings-growth ratio of 2.71 and a beta of 0.56. O'Reilly Automotive, Inc. has a 1 year low of $73.11 and a 1 year high of $104.86.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, meeting the consensus estimate of $0.78. The company had revenue of $4.53 billion for the quarter, compared to analyst estimates of $4.54 billion. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The firm's revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the business earned $10.55 earnings per share. O'Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. Equities analysts forecast that O'Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Insider Activity

In related news, SVP Carl David Wilbanks sold 88,485 shares of the firm's stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the completion of the sale, the senior vice president directly owned 10,305 shares in the company, valued at approximately $1,056,674.70. This trade represents a 89.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Maria Sastre sold 595 shares of O'Reilly Automotive stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total value of $60,874.45. Following the completion of the sale, the director owned 15,935 shares in the company, valued at $1,630,309.85. This represents a 3.60% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 155,920 shares of company stock valued at $15,487,502 in the last 90 days. 1.01% of the stock is owned by insiders.

About O'Reilly Automotive

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.