Atlas Capital Advisors Inc. Buys New Holdings in O’Reilly Automotive, Inc. $ORLY

Atlas Capital Advisors Inc. bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, Holdings Channel.com reports. The firm bought 10,485 shares of the specialty retailer’s stock, valued at approximately $956,000.

Other hedge funds have also bought and sold shares of the company. Aptus Capital Advisors LLC lifted its position in O’Reilly Automotive by 3.6% during the fourth quarter. Aptus Capital Advisors LLC now owns 8,012 shares of the specialty retailer’s stock worth $731,000 after acquiring an additional 282 shares during the last quarter. Kestra Advisory Services LLC lifted its position in O’Reilly Automotive by 15.2% during the fourth quarter. Kestra Advisory Services LLC now owns 64,637 shares of the specialty retailer’s stock worth $5,896,000 after acquiring an additional 8,514 shares during the last quarter. Quartz Partners LLC lifted its position in O’Reilly Automotive by 7.3% during the fourth quarter. Quartz Partners LLC now owns 12,778 shares of the specialty retailer’s stock worth $1,165,000 after acquiring an additional 873 shares during the last quarter. Fortis Capital Management LLC lifted its position in O’Reilly Automotive by 4.6% during the fourth quarter. Fortis Capital Management LLC now owns 7,050 shares of the specialty retailer’s stock worth $643,000 after acquiring an additional 310 shares during the last quarter. Finally, Johnson Investment Counsel Inc. lifted its position in O’Reilly Automotive by 2.3% during the fourth quarter. Johnson Investment Counsel Inc. now owns 9,275 shares of the specialty retailer’s stock worth $846,000 after acquiring an additional 208 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several research reports. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Citigroup restated a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Mizuho raised their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $91.02 on Monday. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The firm’s 50 day moving average is $91.60 and its 200-day moving average is $93.33. The stock has a market capitalization of $75.43 billion, a PE ratio of 29.75, a P/E/G ratio of 2.01 and a beta of 0.53.

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

Insider Activity at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% 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 currently owned by company insiders.

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.