Brookstone Capital Management Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

Brookstone Capital Management increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 164,014 shares of the specialty retailer’s stock after buying an additional 19,702 shares during the quarter. Brookstone Capital Management’s holdings in O’Reilly Automotive were worth $14,960,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. True Wealth Design LLC grew its holdings in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 152 shares during the period. IAG Wealth Partners LLC purchased a new stake in O’Reilly Automotive in the 3rd quarter valued at about $31,000. Westfuller Advisors LLC purchased a new stake in O’Reilly Automotive in the 3rd quarter valued at about $32,000. United Community Bank lifted its position in O’Reilly Automotive by 75.0% in the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 135 shares during the last quarter. Finally, Financial Consulate Inc. acquired a new position in O’Reilly Automotive in the third quarter valued at about $34,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of recent analyst reports. Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, February 6th. Citigroup decreased their price objective on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a report on Monday, February 9th. UBS Group set a $114.00 target price on O’Reilly Automotive in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. reduced their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Trading Up 0.2%

O’Reilly Automotive stock opened at $92.31 on Wednesday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The stock’s fifty day simple moving average is $94.02 and its 200-day simple moving average is $96.55. The firm has a market capitalization of $77.24 billion, a P/E ratio of 31.15, a P/E/G ratio of 2.04 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter last year, the business posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

About O’Reilly Automotive

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.