Insider Trading : Fri 5/12/23

Notable purchases -- CEO adds to NRDS; notable sales -- 10% owner active in WW

Buyers:

• BFH 10% owner Turtle Creek bought 190,000 shares at $25.27 - $26.87 worth ~$5.0 mln.
• CODI 10% owner bought 34,796 shares at $18.74 - $18.85 worth ~$654K.
• COIN Director bought 810,000 shares at $59.92 - $63.74 worth ~$50.0 mln.
• CPE Director bought 50,000 shares at $30.24 - $31.63 worth ~$1.5 mln.
• NRDS CEO bought 30,838 shares at $8.35 - $8.39 worth ~$258K.
• PACK CEO and Executive Chairman and one (1) Director bought a total of 116,500 shares at $2.85 - $3.30 worth ~$347K.
• SNEX Head-Retail & Foreign Exchange bought 3,000 shares at ~$84.1766 worth ~$253K.
• TFIN Director bought 9,995 shares at $47.64 - $48.80 worth ~$479K.

Sellers:

• AGNC Director, Executive Chair sold 500,000 shares at $9.25 - $9.35 worth ~$4.7 mln.
• APO 10% owner sold 572,051 shares at $62.50 - $64.70 worth ~$36.3 mln.
• AVT Director sold 72,851 shares at $41.65 - $41.93 worth ~$3.0 mln.
• CORT Chief Business Officer sold 44,000 shares at $23.81 - $24.16 worth ~$1.1 mln.
• EME EVP - Shared Services sold 13,462 shares at $165.00 - $167.73 worth ~$2.2 mln.
• JPM President & COO, CEO CIB sold 113,640 shares at ~$135.9274 worth ~$15.4 mln.
• LII EVP & Chief Financial Officer sold 2,808 shares at $282.14 - $282.49 worth ~$792K.
• NVEC President and CEO sold 20,000 shares at $87.17 worth ~$1.7 mln.
• OLED Director sold 15,000 shares at $136.61 - $137.24 worth ~$2.1 mln.
• ORLY EV Chairman of the Board sold 1,000 shares at ~$950.4487 worth ~$950K.
• POOL General Counsel/Secretary sold 2,333 shares at $352.00 worth ~$821K.
• SOFI Chief Technology Officer sold 200,000 shares at $5.46 - $5.475 worth ~$1.1 mln.
• UFPT Chief Financial Officer sold 7,354 shares at $142.00 - $142.50 worth ~$1.0 mln.
• WW 10% owner sold 14,818,300 shares at ~$7.15 worth ~$105.95 mln.

Insider Trading (Fri 5/5/23)

Notable purchases -- Execs add to EWBC; notable sales -- EVP active in BMY

Buyers:

• ADT President & CEO, EVP-CFO, EVP-COO, EVP-Chief Business Officer, EVP-CLO and Secretary bought a total of 132,000 shares at $4.91 - $5.16 worth ~$667K. 
• FHN Directors (2) bought a total of 35,138 shares at $9.935 - $10.18 worth ~$351K.
• EWBC Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, and one (1) Executive Vice President bought a total of 21,130 shares at $41.25 - $43.00 worth ~$893K.
• KEY Head of Institutional Bank bought 75,000 shares at $9.77 - $9.79 worth ~$734K.
• NWL Chief Financial Officer bought 100,100 shares at $9.92 - $9.99 worth ~$999K.
• STEL Directors (3) bought a total of 144,952 shares at $21.10 - $21.99 worth ~$3.2 mln.
• WSC Chief Executive Officer bought 5,000 shares at $44.62 worth ~$223K.

Sellers:

• BMY EVP & President, Research sold 50,385 shares at $67.05 - $67.111 worth ~$3.4 mln.
• FICO EVP sold 1,335 shares at $739.95 - $740.47 worth ~$988K.
• MMC Director sold 5,500 shares at $179.69 - 179.765 worth ~$988K.
• ORLY EV Chairman of the Board sold 27,000 shares at $925.30 - $931.79 worth ~$25.1 mln.
• PAG Directors (2) sold 10,553 shares at $140.79 - $141.54 worth ~$1.5 mln.

=O'Reilly Auto (ORLY) reported earnings on Wed 25 Apr 2018 (a/h)

• related stocks:  AZO, AAP

O'Reilly Auto beats by $0.03, reports revs in-line; guides Q2 EPS in-line; guides FY18 EPS below consensus, reaffirms FY18 revs guidance 

• Reports Q1 (Mar) earnings of $3.61 per share, $0.03 better than the Capital IQ Consensus of $3.58; revenues rose 5.9% year/year to $2.28 bln vs the $2.28 bln Capital IQ Consensus.
  • Comparable store sales increased 3.4% for the first quarter ended March 31, 2018, on top of 0.8% for the same period one year ago.
  • Co had approximately $1.08 billion remaining under its current share repurchase authorizations.
• Co issues in-line guidance for Q2, sees EPS of $3.95 to $4.05 vs. $4.01 Capital IQ Consensus Estimate.
• Co issues guidancefor FY18, sees EPS of $15.30 to $15.40 vs. $15.43 Capital IQ Consensus Estimate; sees FY18 revs of $9.40 bln to $9.60 bln vs. $9.49 bln Capital IQ Consensus Estimate.

=O'Reilly Automotive (ORLY) warns of weaker-than-expected comps

• Worst day ever for ORLY

O'Reilly Auto sees Q2 comps +1.7% vs. +3-5% guidance :

• comparable store sales results of 1.7%, which fell short of previously issued second quarter comparable store sales guidance of 3% to 5%, and announced the release date for its full second quarter 2017 results as Wednesday, July 26, 2017, with a conference call to follow on Thursday, July 27, 2017.
• Greg Henslee, O'Reilly's CEO stated, "After exiting the first quarter and entering April on an improved sales trend, we faced a more challenging sales environment than we expected for the remainder of the quarter. Our second quarter comparable store sales results of 1.7% represent an improvement over our first quarter, but fell below our guidance of 3% to 5%, due to what we believe were continued headwinds from a second consecutive mild winter and overall weak consumer demand. The comparable store sales shortfall will also have a consequent impact on our operating profitability, which we will report in our full second quarter earnings release on July 26th." Mr. Henslee added, "While we are disappointed with our sales results in the first half of the year, we remain confident in the long-term health of our industry and our team's ability to provide exceptional customer service and take market share in this challenging demand environment."
• Peers: AAP, AZO, GPC

=O'Reilly Automotive (ORLY) reported earnings on Wed 26 Oct 2016 (a/h)

SPRINGFIELD, Mo. (AP) _ O'Reilly Automotive Inc. (ORLY) on Wednesday reported third-quarter profit of $278.5 million.

The Springfield, Missouri-based company said it had profit of $2.90 per share.

The results did not meet Wall Street expectations. The average estimate of 12 analysts surveyed by Zacks Investment Research was for earnings of $2.92 per share.

The auto parts retailer posted revenue of $2.22 billion in the period, meeting Street forecasts.

O'Reilly Automotive expects full-year earnings to be $10.58 to $10.68 per share, with revenue in the range of $8.5 billion to $8.6 billion.

O'Reilly Automotive shares have increased slightly more than 9 percent since the beginning of the year, while the Standard & Poor's 500 index has climbed nearly 5 percent. In the final minutes of trading on Wednesday, shares hit $277.16, an increase of roughly 6 percent in the last 12 months.