Calamos Advisors LLC Purchases 71,800 Shares of O’Reilly Automotive, Inc. $ORLY

Calamos Advisors LLC boosted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 30.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 303,920 shares of the specialty retailer’s stock after acquiring an additional 71,800 shares during the period. Calamos Advisors LLC’s holdings in O’Reilly Automotive were worth $28,055,000 as of its most recent filing with the Securities & Exchange Commission.

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

O’Reilly Automotive Trading Up 1.2%

ORLY stock opened at $87.29 on Tuesday. The firm has a 50 day moving average of $89.49 and a 200-day moving average of $92.10. O’Reilly Automotive, Inc. has a 12 month low of $82.71 and a 12 month high of $108.71. The firm has a market capitalization of $72.34 billion, a P/E ratio of 28.53, a price-to-earnings-growth ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the company earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction 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 owned 12,250 shares in the company, valued at approximately $1,163,750. The trade was a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of analyst reports. 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. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen restated 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. 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. Finally, DA Davidson reissued a “buy” rating and set a $114.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $111.85.

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.