Duncker Streett & Co. Inc. trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 27.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,017 shares of the specialty retailer’s stock after selling 19,059 shares during the quarter. O’Reilly Automotive accounts for approximately 0.9% of Duncker Streett & Co. Inc.’s portfolio, making the stock its 28th biggest position. Duncker Streett & Co. Inc.’s holdings in O’Reilly Automotive were worth $4,709,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the fourth quarter worth about $25,000. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter valued at approximately $27,000. Kohmann Bosshard Financial Services LLC lifted its holdings in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 114 shares during the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of O’Reilly Automotive in the 4th quarter worth approximately $30,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.
O’Reilly Automotive News Roundup
Here are the key news stories impacting O’Reilly Automotive this week:
- Positive Sentiment: DA Davidson reaffirmed its Buy rating on O’Reilly Automotive and kept a $114 price target, implying meaningful upside from current levels. DA Davidson reaffirms Buy on O’Reilly Automotive with $114 target
- Positive Sentiment: One market article highlighted that the recent selloff may have created a more attractive valuation for long-term investors, suggesting some traders see the decline as an opportunity rather than a business deterioration. O’Reilly Auto Parts stock skids 6.66% on little news. Its $85 share price is a gift for GARP investors
- Neutral Sentiment: Unusually heavy call-option buying was reported, which can signal expectations for a rebound, but it does not by itself confirm a fundamental catalyst.
- Neutral Sentiment: Quarterly benchmarking coverage and general auto-sector commentary did not point to a new operational issue at O’Reilly, reinforcing that the move appears driven more by market sentiment and deal speculation than by earnings news. Auto parts retailer stocks Q1 results: Benchmarking O’Reilly
- Negative Sentiment: Investors are worried about a reported cash bid for Genuine Parts’ auto-parts business, with concerns about a large acquisition, financing, integration risk, and possible antitrust scrutiny. That deal speculation is the clearest reason the stock is falling. O’Reilly Automotive Slides as Investors Weigh Reported Large Acquisition Bid and Deal Risks
- Negative Sentiment: A separate article questioned why ORLY and other names slumped to 52-week lows, underscoring the momentum pressure on the stock even without major new fundamental news. Why did REE, HTZ, ORLY stocks slump to 52-week lows today?
Analyst Upgrades and Downgrades
Get Our Latest Stock Analysis on ORLY
Insider Buying and Selling
In related news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s 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 owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last ninety days. Company insiders own 0.77% of the company’s stock.
O’Reilly Automotive Stock Performance
ORLY opened at $86.65 on Wednesday. O’Reilly Automotive, Inc. has a one year low of $82.71 and a one year high of $108.71. The company has a market cap of $71.81 billion, a P/E ratio of 28.32, a PEG ratio of 1.86 and a beta of 0.51. The business’s 50-day simple moving average is $90.11 and its 200-day simple moving average is $92.26.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating 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 analyst estimates of $4.46 billion. During the same period in the prior year, the firm posted $9.35 earnings per share. 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. As a group, analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal 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.
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