O’Reilly Automotive, Inc. $ORLY Shares Bought by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 330,727 shares of the specialty retailer’s stock after purchasing an additional 9,926 shares during the period. Illinois Municipal Retirement Fund’s holdings in O’Reilly Automotive were worth $30,166,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of ORLY. Vanguard Group Inc. raised its holdings in O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its holdings in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Caldwell Trust Co grew its position in shares of O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after buying an additional 12,167 shares during the last quarter. Overbrook Management Corp grew its position in shares of O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after buying an additional 19,171 shares during the last quarter. Finally, Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive during the 4th quarter worth $3,908,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 105,730 shares of company stock worth $9,815,388 in the last ninety days. Company insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on ORLY. DA Davidson boosted their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research report on Friday, May 1st. Finally, TD Cowen restated a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $90.46 on Thursday. The firm’s fifty day moving average is $91.67 and its two-hundred day moving average is $93.46. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71. The firm has a market cap of $74.97 billion, a PE ratio of 29.56, a P/E/G ratio of 1.97 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last announced 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. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

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.