CCLA Investment Management Has $105.84 Million Position in O’Reilly Automotive, Inc. $ORLY

CCLA Investment Management lowered its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 10.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,160,562 shares of the specialty retailer’s stock after selling 128,951 shares during the period. CCLA Investment Management owned about 0.14% of O’Reilly Automotive worth $105,843,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. True Wealth Design LLC boosted its holdings in O’Reilly Automotive by 127.7% during the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 152 shares in the last quarter. IAG Wealth Partners LLC acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $31,000. Westfuller Advisors LLC acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $32,000. Financial Consulate Inc. acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $34,000. Finally, United Community Bank boosted its stake in shares of O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Up 1.9%

Shares of NASDAQ ORLY opened at $93.06 on Thursday. The firm’s 50-day simple moving average is $93.07 and its 200 day simple moving average is $96.07. The company has a market cap of $77.86 billion, a price-to-earnings ratio of 31.40, a price-to-earnings-growth ratio of 2.03 and a beta of 0.60. O’Reilly Automotive, Inc. has a 12-month low of $86.77 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results 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 firm’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the company earned $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on ORLY shares. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Royal Bank Of Canada set a $109.00 target price on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Citigroup reduced their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. Morgan Stanley set a $108.00 target price on O’Reilly Automotive in a report on Monday, February 9th. Finally, DA Davidson reissued a “buy” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average price target of $110.26.

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.