O’Reilly Automotive, Inc. $ORLY Shares Bought by Verde Capital Management

Verde Capital Management grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 19.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,621 shares of the specialty retailer’s stock after purchasing an additional 7,028 shares during the quarter. O’Reilly Automotive comprises approximately 0.9% of Verde Capital Management’s portfolio, making the stock its 22nd largest holding. Verde Capital Management’s holdings in O’Reilly Automotive were worth $4,027,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ORLY. Elk River Wealth Management LLC grew its position in shares of O’Reilly Automotive by 0.4% in the first quarter. Elk River Wealth Management LLC now owns 103,042 shares of the specialty retailer’s stock valued at $9,512,000 after purchasing an additional 401 shares in the last quarter. Atlas Brown Inc. lifted its position in O’Reilly Automotive by 28.1% during the first quarter. Atlas Brown Inc. now owns 13,509 shares of the specialty retailer’s stock worth $1,247,000 after buying an additional 2,963 shares in the last quarter. AGP Franklin LLC lifted its position in O’Reilly Automotive by 5.8% during the first quarter. AGP Franklin LLC now owns 29,516 shares of the specialty retailer’s stock worth $2,725,000 after buying an additional 1,607 shares in the last quarter. Values First Advisors Inc. boosted its stake in O’Reilly Automotive by 1.7% during the first quarter. Values First Advisors Inc. now owns 14,349 shares of the specialty retailer’s stock worth $1,325,000 after buying an additional 243 shares during the last quarter. Finally, Brookstone Capital Management grew its holdings in O’Reilly Automotive by 1.0% in the 1st quarter. Brookstone Capital Management now owns 165,636 shares of the specialty retailer’s stock valued at $15,290,000 after buying an additional 1,622 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Down 1.4%

Shares of ORLY opened at $85.63 on Tuesday. O’Reilly Automotive, Inc. has a twelve month low of $84.76 and a twelve month high of $108.71. The firm’s fifty day simple moving average is $91.10 and its 200-day simple moving average is $92.78. The firm has a market capitalization of $70.96 billion, a price-to-earnings ratio of 27.98, a PEG ratio of 1.92 and a beta of 0.53.

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

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ORLY. Roth Mkm reissued a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a research report on Monday, May 4th. Citigroup reissued a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. 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 report on Friday, May 8th. Finally, DA Davidson lifted their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. One 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. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insider Buying and Selling

In other news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by corporate 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.