O’Reilly Automotive, Inc. $ORLY Shares Sold by Akre Capital Management LLC

Akre Capital Management LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,612,428 shares of the specialty retailer’s stock after selling 798,286 shares during the period. O’Reilly Automotive comprises approximately 9.3% of Akre Capital Management LLC’s investment portfolio, making the stock its 6th biggest holding. Akre Capital Management LLC owned approximately 1.02% of O’Reilly Automotive worth $928,506,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in ORLY. Sivia Capital Partners LLC boosted its position in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. Penserra Capital Management LLC increased its holdings in O’Reilly Automotive by 438.0% during the second quarter. Penserra Capital Management LLC now owns 4,740 shares of the specialty retailer’s stock worth $427,000 after buying an additional 3,859 shares during the last quarter. AE Wealth Management LLC increased its holdings in O’Reilly Automotive by 1,304.3% during the second quarter. AE Wealth Management LLC now owns 17,006 shares of the specialty retailer’s stock worth $1,533,000 after buying an additional 15,795 shares during the last quarter. Allworth Financial LP raised its position in O’Reilly Automotive by 2,299.5% during the second quarter. Allworth Financial LP now owns 15,261 shares of the specialty retailer’s stock worth $1,375,000 after acquiring an additional 14,625 shares in the last quarter. Finally, Nwam LLC raised its position in O’Reilly Automotive by 969.3% during the second quarter. Nwam LLC now owns 2,791 shares of the specialty retailer’s stock worth $277,000 after acquiring an additional 2,530 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $92.98 on Friday. The firm has a market cap of $77.96 billion, a P/E ratio of 31.38, a price-to-earnings-growth ratio of 2.10 and a beta of 0.63. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The firm’s 50-day simple moving average is $94.87 and its 200 day simple moving average is $98.01.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company’s revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the business earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on ORLY shares. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Robert W. Baird downgraded shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price for the company. in a research note on Friday, February 6th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. UBS Group set a $114.00 price target on O’Reilly Automotive in a research report on Friday, February 6th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. One investment 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, the company currently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

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.