Long Road Investment Counsel LLC Purchases 8,500 Shares of O’Reilly Automotive, Inc. $ORLY

Long Road Investment Counsel LLC grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.9% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 303,265 shares of the specialty retailer’s stock after purchasing an additional 8,500 shares during the quarter. O’Reilly Automotive accounts for 11.0% of Long Road Investment Counsel LLC’s investment portfolio, making the stock its biggest position. Long Road Investment Counsel LLC’s holdings in O’Reilly Automotive were worth $27,994,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new stake in O’Reilly Automotive in the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter worth $26,000. Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive during the 4th quarter worth $27,000. Whipplewood Advisors LLC grew its stake in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its stake in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were 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 $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive 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 completion of the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Price Performance

ORLY stock opened at $84.53 on Tuesday. The firm has a market cap of $70.05 billion, a PE ratio of 27.62, a P/E/G ratio of 1.90 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The firm has a 50 day simple moving average of $88.63 and a 200 day simple moving average of $91.85.

O’Reilly Automotive (NASDAQ:ORLY) last announced its 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 negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period in the prior year, the business posted $9.35 earnings per share. 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, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Evercore restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. 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. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, UBS Group increased their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $110.70.

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.