O'Reilly Automotive, Inc. $ORLY Stock: Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Decreases Position

Key Points

• Loring Wolcott & Coolidge Fiduciary Advisors reduced its O'Reilly Automotive position by 1.9%, selling 13,416 shares and retaining 687,861 shares valued at approximately $58.75 million. Institutional investors collectively own about 85% of the company.
• O'Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analysts' estimates. The stock opened at $89.92, with a market capitalization of roughly $72.74 billion.
• Analyst sentiment remains positive, with 16 Buy ratings and four Holds producing a consensus “Moderate Buy” rating and an average price target of $107.32, despite some target-price reductions and insider stock sales.

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lowered its holdings in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 687,861 shares of the specialty retailer's stock after selling 13,416 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA owned approximately 0.09% of O'Reilly Automotive worth $58,750,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. BlackRock Inc. acquired a new position in shares of O'Reilly Automotive during the 2nd quarter valued at $5,950,042,000. Bank of New York Mellon Corp acquired a new stake in O'Reilly Automotive in the 2nd quarter valued at $1,023,936,000. Bank of America Corp DE acquired a new stake in O'Reilly Automotive in the 2nd quarter valued at $721,747,000. Jupiter Topco LLC purchased a new position in O'Reilly Automotive in the second quarter valued at about $579,757,000. Finally, Legal & General Group Plc purchased a new position in O'Reilly Automotive in the second quarter valued at about $439,123,000. Hedge funds and other institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Stock Performance

ORLY opened at $89.92 on Monday. The company has a fifty day simple moving average of $87.23 and a 200 day simple moving average of $89.17. The firm has a market cap of $72.74 billion, a price-to-earnings ratio of 28.64, a PEG ratio of 2.23 and a beta of 0.54. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the previous year, the firm posted $0.78 EPS. The firm's quarterly revenue was up 8.1% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, analysts forecast that O'Reilly Automotive, Inc. will post 3.28 earnings per share for the current fiscal year.

Insider Activity

In related news, 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 value of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value 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 represents a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,000 shares of company stock worth $550,530 over the last ninety days. Corporate insiders own 0.77% of the company's stock.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of recent research reports. DA Davidson restated a "buy" rating and set a $106.00 price objective on shares of O'Reilly Automotive in a research note on Wednesday, September 16th. Citigroup reiterated a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. TD Cowen dropped their target price on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a report on Friday, July 31st. Weiss Ratings lowered O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Finally, Sanford C. Bernstein began coverage on O'Reilly Automotive in a research report on Tuesday, September 29th. They set a "market perform" rating and a $94.00 price target on the stock. Sixteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $107.32.

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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