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ORLY

O'Reilly Automotive

$285.90

-1.18 (-0.41%)

18:03
06/22/18
06/22
18:03
06/22/18
18:03

O'Reilly Automotive's O'Reilly sells 19,250 common shares

In a regulatory filing, O'Reilly Automotive director Lawrence P. O'Reilly disclosed the sale of 19,250 common shares of the company at a price of $284.18 per share.

ORLY O'Reilly Automotive
$285.90

-1.18 (-0.41%)

04/23/18
WELS
04/23/18
INITIATION
Target $205
WELS
Outperform
Home improvement and autopart retail offers favorable pockets, says Wells Fargo
As reported earlier, Wells Fargo analyst Zachary Fadem initiated select names within the home improvement, auto part retail, home furnishings, and specialty hardlines. The analyst notes that the pullback in some of these stocks related to "uncertainty around margins, global trade policy, and the sustainability of recently improving results", which replaced the enthusiasm from the anticipated consumer strength, rising wages, and tax reform benefits earlier this year, has produced some "compelling" long-term investment opportunities. Fadem initiated Home Depot (HD) and Lowe's (LOW) at Outperform with respective price targets of $205 and $100, saying home improvement is particularly attractive in retail today given the valuations in housing and demographics tailwinds. The analyst adds that the home improvement category has seen the most consistent growth in "consumer share of wallet" to 7.5% over the past 5 years, even though that level is still below 8.7% prior peak in 2005. Fadem's view on Bed Bath and Beyond (BBBY) is less upbeat with an Underperform rating and a $16 price target based on its limited growth opportunity, margin profile, differentiation, and e-commerce strategy. Similarly, the analyst profiles the auto parts retail offering some opportunity in terms of "lost share of wallet" sliding to 1.8%, below the 10-year average of 1.9%, while offering "attractive valuations" and an opportunity to regain its footing. Fadem initiates O'Reilly (ORLY) and AutoZone (AZO) with an Outperform rating and price targets of $260 and $700 respectively, adding that these two companies exceeded the industry growth even as auto parts retailers as a group trade at a 23% discount relative to the S&P500. The analyst also initiated select names in the Home Furnishings/Specialty categories, including At Home (HOME) at Outperform with a price target of $42, Tractor Supply (TSCO) at Outperform with a price target of $70, and National Vision (EYE) with an Outperform and a price target of $40. Fadem. All of these names earned a positive view based on the analysts Growth Opportunity and Concept Differentiation screens, with the last two also cited for their potential for near term improvement.
04/24/18
RBCM
04/24/18
NO CHANGE
Target $262
RBCM
Outperform
O'Reilly Automotive price target lowered to $262 from $286 at RBC Capital
RBC Capital analyst Scot Ciccarelli lowered his price target on O'Reilly Automotive, saying sales in Q1 were likely hurt by adverse weather, even though he expects trends to recover in Q2 and Q3. The analyst is also cautious on the Commercial segment which has been outpaced by the DIY over the past 18 months, citing the likelihood of reduced car sales in 2008-11 producing less cars entering their initial repair stages. Ciccarelli keeps his Outperform rating on O'Reilly Auto, but adds that investors will "need to be patient".
05/18/18
SBSH
05/18/18
NO CHANGE
Target $101
SBSH
Buy
Walmart removed from U.S. Focus List at Citi
Citi analyst Kate McShane removed Walmart (WMT) from her firm's U.S. Focus List but keeps a Buy rating on the shares with a $101 price target. She now favors O'Reilly Automotive (ORLY) and Home Depot (HD) in broadlines/hardlines saying that Walmart's upcoming Flipkart deal will impact its long-term earnings growth algorithm. McShane believes, however, that the company is moving in the right direction and is encouraged by the 33% Q1 sales growth for Walmart U.S.
06/12/18
WELS
06/12/18
NO CHANGE
Target $320
WELS
Outperform
O'Reilly Automotive price target raised to $320 from $295 at Wells Fargo
Wells Fargo analyst Zachary Fadem raised his price target for O'Reilly Automotive to $320 from $295, while reiterating an Outperform rating on the shares. The analyst believes auto part retailers remain under-owned, as investor concerns around eventual online disruption continues to overshadow what he believes to be improving 2018 results. Relative valuations remain well below 5/10-year means, yet Fadem sees a favorable consumer environment, solid industry footing and a manageable competitive landscape.

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