O’Reilly Automotive, Inc. $ORLY Position Reduced by Calamos Advisors LLC

Calamos Advisors LLC trimmed its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 232,120 shares of the specialty retailer’s stock after selling 9,425 shares during the quarter. Calamos Advisors LLC’s holdings in O’Reilly Automotive were worth $21,172,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in ORLY. Akre Capital Management LLC boosted its stake in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the last quarter. Alphinity Investment Management Pty Ltd bought a new position in shares of O’Reilly Automotive in the 3rd quarter worth about $435,620,000. Rakuten Investment Management Inc. bought a new position in shares of O’Reilly Automotive in the 3rd quarter worth about $365,417,000. Ameriprise Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after buying an additional 2,176,568 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Down 0.1%

ORLY stock opened at $93.13 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71. The firm’s 50-day simple moving average is $92.54 and its 200 day simple moving average is $95.12. The stock has a market cap of $77.92 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 2.07 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period last year, the business earned $9.50 EPS. The firm’s revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.23 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on ORLY. JPMorgan Chase & Co. reduced their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday. Citigroup reduced their price target on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research report on Friday, February 6th. Finally, Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, February 6th. One research 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 company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

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.