Crossmark Global Holdings Inc. Cuts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Crossmark Global Holdings Inc. reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 39.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 67,085 shares of the specialty retailer’s stock after selling 43,660 shares during the period. Crossmark Global Holdings Inc.’s holdings in O’Reilly Automotive were worth $7,232,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Coastline Trust Co grew its stake in shares of O’Reilly Automotive by 4.0% during the 3rd quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock worth $283,000 after acquiring an additional 102 shares during the period. Commons Capital LLC boosted its position in O’Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after purchasing an additional 104 shares during the period. IAM Advisory LLC increased its stake in shares of O’Reilly Automotive by 1.6% in the third quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer’s stock worth $788,000 after purchasing an additional 114 shares in the last quarter. Berkshire Asset Management LLC PA increased its stake in shares of O’Reilly Automotive by 1.7% in the third quarter. Berkshire Asset Management LLC PA now owns 7,260 shares of the specialty retailer’s stock worth $783,000 after purchasing an additional 120 shares in the last quarter. Finally, Lake Street Private Wealth LLC raised its position in shares of O’Reilly Automotive by 2.2% in the third quarter. Lake Street Private Wealth LLC now owns 5,460 shares of the specialty retailer’s stock valued at $589,000 after purchasing an additional 120 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a report on Friday, February 6th. JPMorgan Chase & Co. dropped their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada set a $109.00 price target on O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. DA Davidson reissued a “buy” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Up 0.2%

Shares of ORLY stock opened at $94.52 on Friday. The stock has a market cap of $79.25 billion, a P/E ratio of 31.90, a PEG ratio of 2.10 and a beta of 0.63. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The company’s fifty day simple moving average is $94.65 and its two-hundred day simple moving average is $98.25.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 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.