O’Reilly Automotive, Inc. $ORLY Position Lessened by Argent Capital Management LLC

Argent Capital Management LLC lowered its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 583,684 shares of the specialty retailer’s stock after selling 17,540 shares during the quarter. O’Reilly Automotive makes up approximately 1.5% of Argent Capital Management LLC’s holdings, making the stock its 23rd biggest position. Argent Capital Management LLC owned about 0.07% of O’Reilly Automotive worth $53,238,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of ORLY. State Street Corp raised its position in O’Reilly Automotive by 1,424.2% during the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares in the last quarter. Norges Bank acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth $974,515,000. Invesco Ltd. increased its stake in shares of O’Reilly Automotive by 1,459.7% during the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock worth $854,668,000 after purchasing an additional 8,874,644 shares during the last quarter. Akre Capital Management LLC raised its holdings in shares of 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 purchasing an additional 8,546,804 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its holdings in shares of O’Reilly Automotive by 1,651.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 8,078,170 shares of the specialty retailer’s stock valued at $728,100,000 after purchasing an additional 7,616,959 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of recent research reports. UBS Group set a $114.00 price objective on shares of O’Reilly Automotive in a report on Friday, February 6th. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. DA Davidson reaffirmed a “buy” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Morgan Stanley set a $108.00 price objective on O’Reilly Automotive in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $87.91 on Friday. The stock’s 50-day moving average is $94.73 and its 200-day moving average is $97.52. The company has a market cap of $73.71 billion, a P/E ratio of 29.67, a P/E/G ratio of 1.95 and a beta of 0.63. O’Reilly Automotive, Inc. has a 52-week low of $86.79 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data 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). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same period in the prior year, the firm posted $9.50 EPS. O’Reilly Automotive’s revenue for the quarter 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. As a group, equities analysts predict 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.