O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by S.A. Mason LLC

S.A. Mason LLC trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,753 shares of the specialty retailer’s stock after selling 281 shares during the quarter. O’Reilly Automotive makes up approximately 1.1% of S.A. Mason LLC’s investment portfolio, making the stock its 16th largest position. S.A. Mason LLC’s holdings in O’Reilly Automotive were worth $1,665,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. West Family Investments Inc. lifted its stake in shares of O’Reilly Automotive by 2.1% in the second quarter. West Family Investments Inc. now owns 533 shares of the specialty retailer’s stock worth $509,000 after buying an additional 11 shares in the last quarter. Caprock Group LLC lifted its stake in O’Reilly Automotive by 2.4% in the 3rd quarter. Caprock Group LLC now owns 475 shares of the specialty retailer’s stock worth $432,000 after purchasing an additional 11 shares in the last quarter. Western Pacific Wealth Management LP grew its position in shares of O’Reilly Automotive by 11.6% in the third quarter. Western Pacific Wealth Management LP now owns 106 shares of the specialty retailer’s stock valued at $96,000 after purchasing an additional 11 shares in the last quarter. Sunbelt Securities Inc. increased its holdings in shares of O’Reilly Automotive by 2.4% in the third quarter. Sunbelt Securities Inc. now owns 460 shares of the specialty retailer’s stock valued at $418,000 after purchasing an additional 11 shares during the last quarter. Finally, TFG Advisers LLC lifted its position in O’Reilly Automotive by 5.1% during the third quarter. TFG Advisers LLC now owns 248 shares of the specialty retailer’s stock worth $225,000 after buying an additional 12 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $1,135.52 on Thursday. The business has a 50-day simple moving average of $1,067.01 and a 200-day simple moving average of $987.80. The company has a market cap of $67.04 billion, a PE ratio of 29.51, a P/E/G ratio of 2.06 and a beta of 0.86. O’Reilly Automotive, Inc. has a one year low of $819.70 and a one year high of $1,169.11.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Thursday, February 8th. The specialty retailer reported $9.26 EPS for the quarter, topping analysts’ consensus estimates of $9.07 by $0.19. The firm had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.86 billion. O’Reilly Automotive had a net margin of 14.84% and a negative return on equity of 139.01%. The company’s revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $8.37 earnings per share. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 42.09 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of recent research reports. Stephens reaffirmed an “overweight” rating and issued a $1,060.00 target price on shares of O’Reilly Automotive in a research note on Tuesday, December 19th. Royal Bank of Canada lifted their target price on shares of O’Reilly Automotive from $1,003.00 to $1,078.00 and gave the stock an “outperform” rating in a research note on Friday, February 9th. Evercore ISI increased their price target on shares of O’Reilly Automotive from $1,200.00 to $1,235.00 and gave the company an “outperform” rating in a research note on Tuesday. TD Cowen lifted their price target on shares of O’Reilly Automotive from $1,100.00 to $1,150.00 and gave the company an “outperform” rating in a research report on Friday, December 8th. Finally, Mizuho assumed coverage on O’Reilly Automotive in a report on Tuesday, March 19th. They set a “buy” rating and a $1,225.00 price target for the company. Five analysts have rated the stock with a hold rating and twelve have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,085.47.

Insider Activity

In other news, SVP Jeffrey Alan Lauro sold 431 shares of the business’s stock in a transaction that occurred on Tuesday, February 13th. The shares were sold at an average price of $1,038.63, for a total transaction of $447,649.53. Following the completion of the sale, the senior vice president now owns 963 shares in the company, valued at approximately $1,000,200.69. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. In other O’Reilly Automotive news, EVP Doug D. Bragg sold 1,218 shares of the firm’s stock in a transaction dated Monday, February 26th. The stock was sold at an average price of $1,063.54, for a total transaction of $1,295,391.72. Following the transaction, the executive vice president now owns 5,533 shares of the company’s stock, valued at $5,884,566.82. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Jeffrey Alan Lauro sold 431 shares of the firm’s stock in a transaction that occurred on Tuesday, February 13th. The stock was sold at an average price of $1,038.63, for a total value of $447,649.53. Following the transaction, the senior vice president now owns 963 shares in the company, valued at approximately $1,000,200.69. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 27,468 shares of company stock worth $28,769,333. 1.55% of the stock is currently owned by insiders.

About O’Reilly Automotive

O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.