Keybank National Association OH Acquires 326,664 Shares of O’Reilly Automotive, Inc. $ORLY

Keybank National Association OH increased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,009.4% during the first quarter, Holdings Channel.com reports. The firm owned 359,025 shares of the specialty retailer’s stock after acquiring an additional 326,664 shares during the quarter. Keybank National Association OH’s holdings in O’Reilly Automotive were worth $33,142,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Welch Group LLC grew its stake in shares of O’Reilly Automotive by 0.8% during the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after buying an additional 102 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of O’Reilly Automotive by 2.4% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after acquiring an additional 104 shares during the last quarter. Fayez Sarofim & Co lifted its stake in shares of O’Reilly Automotive by 1.4% in the 3rd quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock valued at $823,000 after acquiring an additional 105 shares during the last quarter. Capital Advisory Group Advisory Services LLC lifted its stake in shares of O’Reilly Automotive by 1.9% in the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares during the last quarter. Finally, Quadcap Wealth Management LLC boosted its holdings in O’Reilly Automotive by 4.7% during the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares during the period. 85.00% of the stock is owned by institutional investors.

Insider Transactions at O’Reilly Automotive

In other 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 directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% 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 Price Performance

NASDAQ ORLY opened at $90.25 on Friday. The stock has a market capitalization of $74.79 billion, a PE ratio of 29.49, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1 year low of $84.76 and a 1 year high of $108.71. The business’s 50-day moving average is $90.42 and its 200 day moving average is $92.38.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $4.56 billion for 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%.O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts recently issued reports on ORLY shares. TD Cowen restated a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. DA Davidson boosted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One investment 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Company 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.