O'Reilly Automotive, Inc. $ORLY Stock Position Lowered by Akre Capital Management LLC

Akre Capital Management LLC reduced its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 22.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,719,819 shares of the specialty retailer's stock after selling 1,892,609 shares during the quarter. O'Reilly Automotive comprises 6.7% of Akre Capital Management LLC's investment portfolio, making the stock its 7th biggest position. Akre Capital Management LLC owned about 0.80% of O'Reilly Automotive worth $612,915,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Eagle Bay Advisors LLC purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $27,000. IAG Wealth Partners LLC purchased a new stake in shares of O'Reilly Automotive during the 3rd quarter valued at approximately $31,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $34,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently weighed in on ORLY shares. UBS Group upped their target price on shares of O'Reilly Automotive from $114.00 to $120.00 and gave the stock a "buy" rating in a report on Friday, May 1st. DA Davidson upped their target price on shares of O'Reilly Automotive from $110.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, May 1st. Evercore reaffirmed an "outperform" rating and set a $115.00 target price on shares of O'Reilly Automotive in a report on Friday, May 1st. Mizuho upped their target price on shares of O'Reilly Automotive from $105.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, May 8th. Finally, Weiss Ratings reaffirmed a "buy (b-)" rating on shares of O'Reilly Automotive in a report on Monday, April 27th. One 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 stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.25.

O'Reilly Automotive Stock Performance

Shares of O'Reilly Automotive stock opened at $91.02 on Friday. O'Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71. The stock has a market capitalization of $75.43 billion, a price-to-earnings ratio of 29.75, a price-to-earnings-growth ratio of 2.01 and a beta of 0.53. The company has a fifty day moving average of $91.60 and a 200-day moving average of $93.37.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company had revenue of $4.56 billion during the quarter, compared to analysts' expectations of $4.46 billion. During the same quarter in the prior year, the company earned $9.35 EPS. The firm's revenue was up 10.2% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts forecast that O'Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Buying and Selling

In other O'Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company's stock, valued at $354,680. This represents a 39.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company's stock, valued at $1,737,696. The trade was a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last ninety days. 0.77% of the stock is currently owned by insiders.

About O'Reilly Automotive

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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