O’Reilly Automotive, Inc. $ORLY Shares Sold by Horrell Capital Management Inc.

Horrell Capital Management Inc. cut its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 234,853 shares of the specialty retailer’s stock after selling 20,946 shares during the period. O’Reilly Automotive accounts for about 9.9% of Horrell Capital Management Inc.’s holdings, making the stock its biggest position. Horrell Capital Management Inc.’s holdings in O’Reilly Automotive were worth $21,679,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of ORLY. Kestra Advisory Services LLC raised its position in O’Reilly Automotive by 7.2% in the 1st quarter. Kestra Advisory Services LLC now owns 69,268 shares of the specialty retailer’s stock valued at $6,394,000 after purchasing an additional 4,631 shares during the last quarter. Azzad Asset Management Inc. ADV purchased a new position in O’Reilly Automotive during the 1st quarter worth $353,000. Resona Asset Management Co. Ltd. grew its position in O’Reilly Automotive by 1.4% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 324,187 shares of the specialty retailer’s stock worth $29,916,000 after purchasing an additional 4,349 shares during the last quarter. Frank Rimerman Advisors LLC grew its position in O’Reilly Automotive by 2.0% during the 1st quarter. Frank Rimerman Advisors LLC now owns 9,140 shares of the specialty retailer’s stock worth $844,000 after purchasing an additional 178 shares during the last quarter. Finally, Childress Capital Advisors LLC increased its stake in O’Reilly Automotive by 27.6% in the first quarter. Childress Capital Advisors LLC now owns 5,638 shares of the specialty retailer’s stock valued at $521,000 after purchasing an additional 1,221 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

ORLY has been the subject of a number of research reports. TD Cowen reaffirmed a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson restated a “buy” rating and issued a $114.00 price target on shares of O’Reilly Automotive in a research report on Tuesday. Raymond James Financial restated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Finally, Citigroup reaffirmed a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One 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’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. The trade was a 52.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction that occurred on 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 trade represents a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 in the last three months. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Stock Performance

ORLY stock opened at $85.12 on Friday. The stock has a market capitalization of $70.54 billion, a PE ratio of 27.82, a price-to-earnings-growth ratio of 1.87 and a beta of 0.51. The company has a fifty day moving average of $89.84 and a 200-day moving average of $92.17. O’Reilly Automotive, Inc. has a one year low of $82.71 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping 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 business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the business posted $9.35 earnings per share. The business’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. Equities analysts forecast 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.