NewEdge Wealth LLC Acquires 8,166 Shares of O’Reilly Automotive, Inc. $ORLY

NewEdge Wealth LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 17.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,056 shares of the specialty retailer’s stock after purchasing an additional 8,166 shares during the quarter. NewEdge Wealth LLC’s holdings in O’Reilly Automotive were worth $5,113,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of ORLY. Vestmark Advisory Solutions Inc. lifted its position in shares of O’Reilly Automotive by 34.0% during the 3rd 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 during the last quarter. Vanguard Group Inc. lifted its position in shares of O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after buying an additional 436,563 shares during the last quarter. Overbrook Management Corp lifted its position in shares of O’Reilly Automotive by 13.5% during the 4th 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 last quarter. Atlantic Union Bankshares Corp lifted its position in shares of O’Reilly Automotive by 336.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock valued at $4,630,000 after buying an additional 33,103 shares during the last quarter. Finally, Alphinity Investment Management Pty Ltd purchased a new position in shares of O’Reilly Automotive during the 3rd quarter valued at $435,620,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $91.35 on Tuesday. The stock’s 50-day simple moving average is $92.57 and its 200 day simple moving average is $94.58. The stock has a market capitalization of $76.43 billion, a price-to-earnings ratio of 29.85, a price-to-earnings-growth ratio of 2.05 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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. The business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $9.35 EPS. 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 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on ORLY shares. JPMorgan Chase & Co. dropped their price target on 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. 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. Citigroup reaffirmed a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the company’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 transaction, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Company 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.