Tandem Investment Advisors Inc. Sells 10,295 Shares of O’Reilly Automotive, Inc. $ORLY

Tandem Investment Advisors Inc. lessened its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.6% during the 4th quarter, Holdings Channel reports. The fund owned 51,643 shares of the specialty retailer’s stock after selling 10,295 shares during the period. Tandem Investment Advisors Inc.’s holdings in O’Reilly Automotive were worth $4,710,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC bought a new stake in O’Reilly Automotive during the fourth quarter valued at about $25,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive in the third quarter worth about $31,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive in the fourth quarter worth about $26,000. Westfuller Advisors LLC purchased a new stake in shares of O’Reilly Automotive during the third quarter valued at about $32,000. Finally, United Community Bank boosted its holdings in shares of O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 135 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $91.74 on Tuesday. The company has a 50 day moving average price of $91.94 and a 200 day moving average price of $94.25. The firm has a market capitalization of $76.03 billion, a P/E ratio of 29.98, a PEG ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the firm earned $9.35 EPS. O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 104,530 shares of company stock worth $9,709,404. 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.