O’Reilly Automotive, Inc. $ORLY Stake Boosted by Corient Private Wealth LLC

Corient Private Wealth LLC boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,149,906 shares of the specialty retailer’s stock after buying an additional 73,174 shares during the period. Corient Private Wealth LLC’s holdings in O’Reilly Automotive were worth $105,014,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Caldwell Trust Co boosted its position in shares of O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after buying an additional 12,167 shares during the period. Vestmark Advisory Solutions Inc. grew its holdings in shares of O’Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Overbrook Management Corp raised its position in O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after buying an additional 19,171 shares during the period. Jefferies Financial Group Inc. acquired a new position in O’Reilly Automotive during the fourth quarter valued at $3,908,000. Finally, Danske Bank A S purchased a new stake in O’Reilly Automotive in the 3rd quarter worth about $40,561,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $86.84 on Friday. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71. The business’s 50-day moving average price is $91.27 and its two-hundred day moving average price is $92.94. The company has a market capitalization of $71.97 billion, a P/E ratio of 28.38, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on ORLY shares. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. UBS Group raised their price target on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Mizuho boosted their price objective on shares of 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 research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Activity at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 in the last 90 days. Insiders own 0.77% of the company’s stock.

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.