Barclays PLC Trims Stock Position in O’Reilly Automotive, Inc. $ORLY

Barclays PLC trimmed its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 20.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,775,041 shares of the specialty retailer’s stock after selling 733,713 shares during the period. Barclays PLC owned about 0.33% of O’Reilly Automotive worth $299,177,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. Consolidated Portfolio Review Corp lifted its stake in shares of O’Reilly Automotive by 11.2% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 7,542 shares of the specialty retailer’s stock valued at $819,000 after purchasing an additional 762 shares during the period. Perennial Investment Advisors LLC grew its position in O’Reilly Automotive by 5.9% during the third quarter. Perennial Investment Advisors LLC now owns 6,900 shares of the specialty retailer’s stock valued at $744,000 after buying an additional 383 shares during the period. United Capital Management of KS Inc. acquired a new stake in O’Reilly Automotive during the third quarter valued at $541,000. KCM Investment Advisors LLC increased its holdings in O’Reilly Automotive by 8.2% in the third quarter. KCM Investment Advisors LLC now owns 30,326 shares of the specialty retailer’s stock valued at $3,269,000 after buying an additional 2,286 shares in the last quarter. Finally, IFG Advisory LLC increased its holdings in O’Reilly Automotive by 6.8% in the third quarter. IFG Advisory LLC now owns 3,060 shares of the specialty retailer’s stock valued at $330,000 after buying an additional 195 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Royal Bank Of Canada set a $109.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. DA Davidson reiterated a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Up 0.2%

NASDAQ ORLY opened at $94.52 on Friday. The business’s fifty day simple moving average is $94.65 and its 200-day simple moving average is $98.25. The firm has a market cap of $79.25 billion, a PE ratio of 31.90, a P/E/G 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.

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

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.