Saturna Capital Corp Sells 9,531 Shares of O’Reilly Automotive, Inc. $ORLY

Saturna Capital Corp trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,719 shares of the specialty retailer’s stock after selling 9,531 shares during the period. Saturna Capital Corp’s holdings in O’Reilly Automotive were worth $4,313,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Phillip James Consulting Co. bought a new position in shares of O’Reilly Automotive in the 1st quarter valued at about $134,000. Danica Pension Livsforsikringsaktieselskab bought a new stake in O’Reilly Automotive during the first quarter worth about $11,137,000. ABN Amro Investment Solutions boosted its position in O’Reilly Automotive by 1,182.0% during the first quarter. ABN Amro Investment Solutions now owns 439,649 shares of the specialty retailer’s stock valued at $40,584,000 after purchasing an additional 405,355 shares during the last quarter. PNC Financial Services Group Inc. boosted its position in O’Reilly Automotive by 1.1% during the first quarter. PNC Financial Services Group Inc. now owns 519,693 shares of the specialty retailer’s stock valued at $47,973,000 after purchasing an additional 5,457 shares during the last quarter. Finally, Burling Wealth Partners LLC boosted its position in O’Reilly Automotive by 57.6% during the first quarter. Burling Wealth Partners LLC now owns 36,856 shares of the specialty retailer’s stock valued at $3,402,000 after purchasing an additional 13,469 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $87.97 on Wednesday. The stock has a market cap of $72.90 billion, a PE ratio of 28.75, a P/E/G ratio of 1.86 and a beta of 0.51. The firm has a 50-day moving average of $88.55 and a 200-day moving average of $91.83. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating 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. O’Reilly Automotive’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the prior 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, analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Citigroup restated a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One research 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 has a consensus rating of “Moderate Buy” and an average price target of $110.70.

Insider Activity at O’Reilly Automotive

In other news, CEO Brad W. Beckham sold 13,635 shares of the 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. This trade represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. Insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

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.