Blue Chip Partners LLC Buys 10,101 Shares of O’Reilly Automotive, Inc. $ORLY

Blue Chip Partners LLC boosted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 276,916 shares of the specialty retailer’s stock after acquiring an additional 10,101 shares during the quarter. O’Reilly Automotive accounts for 1.8% of Blue Chip Partners LLC’s holdings, making the stock its 24th largest holding. Blue Chip Partners LLC’s holdings in O’Reilly Automotive were worth $25,562,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Welch Group LLC increased its holdings in O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after purchasing an additional 102 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its stake in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after buying an additional 104 shares during the period. Capital Advisory Group Advisory Services LLC boosted its stake in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after acquiring an additional 107 shares in the last quarter. Quadcap Wealth Management LLC grew its stake in shares of O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after buying an additional 108 shares during the period. Finally, Accurate Wealth Management LLC grew its stake in O’Reilly Automotive by 1.9% in the fourth quarter. Accurate Wealth Management LLC now owns 5,815 shares of the specialty retailer’s stock valued at $545,000 after acquiring an additional 109 shares during the period. Institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

In related news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on ORLY shares. TD Cowen restated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. UBS Group boosted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday. Finally, Mizuho upped their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus target price of $110.22.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $87.40 on Monday. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm’s 50-day moving average price is $88.39 and its 200-day moving average price is $91.74. The firm has a market capitalization of $72.43 billion, a price-to-earnings ratio of 28.56, a PEG ratio of 1.93 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the company earned $9.35 earnings per share. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

O’Reilly Automotive 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.