First Manhattan CO. LLC. Has $208.38 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

First Manhattan CO. LLC. cut its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 0.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,284,615 shares of the specialty retailer’s stock after selling 8,359 shares during the period. First Manhattan CO. LLC. owned approximately 0.27% of O’Reilly Automotive worth $208,380,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Cinctive Capital Management LP raised its holdings in O’Reilly Automotive by 84.4% in the 4th quarter. Cinctive Capital Management LP now owns 144,637 shares of the specialty retailer’s stock valued at $13,192,000 after acquiring an additional 66,183 shares in the last quarter. Asset One Wealth Management LLC acquired a new position in O’Reilly Automotive in the 4th quarter valued at $3,306,000. Aureus Asset Management LLC raised its holdings in O’Reilly Automotive by 4.1% in the 4th quarter. Aureus Asset Management LLC now owns 11,295 shares of the specialty retailer’s stock valued at $1,030,000 after acquiring an additional 444 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. raised its holdings in O’Reilly Automotive by 6.8% in the 4th quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 164,820 shares of the specialty retailer’s stock valued at $15,064,000 after acquiring an additional 10,468 shares in the last quarter. Finally, Boothbay Fund Management LLC acquired a new position in O’Reilly Automotive in the 4th quarter valued at $961,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 value 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. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Trading Down 2.5%

Shares of NASDAQ ORLY opened at $88.40 on Thursday. The company has a market cap of $73.26 billion, a price-to-earnings ratio of 28.89, a PEG ratio of 2.00 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The stock has a 50-day moving average price of $91.49 and a two-hundred day moving average price of $93.08.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.During the same quarter in the previous year, the firm earned $9.35 earnings per share. The business’s quarterly 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. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on ORLY shares. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Roth Mkm reaffirmed a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research note on Monday, May 4th. 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. Finally, UBS Group boosted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $112.25.

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.