O’Reilly Automotive, Inc. $ORLY Shares Acquired by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 291,867 shares of the specialty retailer’s stock after acquiring an additional 14,388 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in O’Reilly Automotive were worth $26,621,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares in the last quarter. State Street Corp grew its stake in O’Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC grew its stake in O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Norges Bank acquired a new position in O’Reilly Automotive during the 4th quarter worth $1,134,311,000. Finally, Akre Capital Management LLC grew its stake in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Evercore reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research note on Monday, May 4th. TD Cowen reissued a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $90.26 on Tuesday. The stock has a 50-day simple moving average of $91.58 and a 200-day simple moving average of $93.25. The stock has a market cap of $74.80 billion, a P/E ratio of 29.50, a P/E/G ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) 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 analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

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.