Congress Asset Management Co. Has $140.20 Million Stake in O’Reilly Automotive, Inc. $ORLY

Congress Asset Management Co. lowered its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,537,113 shares of the specialty retailer’s stock after selling 30,177 shares during the period. O’Reilly Automotive comprises about 1.0% of Congress Asset Management Co.’s portfolio, making the stock its 21st largest holding. Congress Asset Management Co. owned 0.18% of O’Reilly Automotive worth $140,200,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Nemes Rush Group LLC boosted its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after buying an additional 294 shares during the last quarter. True Wealth Design LLC increased its position in shares of O’Reilly Automotive by 127.7% in the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the last quarter. IAG Wealth Partners LLC acquired a new stake in shares of O’Reilly Automotive in the third quarter valued at about $31,000. Westfuller Advisors LLC bought a new stake in O’Reilly Automotive during the third quarter worth about $32,000. Finally, Prestige Wealth Management Group LLC boosted its position in O’Reilly Automotive by 1,400.0% during the second quarter. Prestige Wealth Management Group LLC now owns 375 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 350 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Up 1.6%

ORLY opened at $88.70 on Tuesday. O’Reilly Automotive, Inc. has a 12-month low of $86.77 and a 12-month high of $108.71. The business has a 50 day moving average of $94.46 and a 200-day moving average of $97.20. The stock has a market cap of $74.37 billion, a price-to-earnings ratio of 29.93, a PEG ratio of 1.93 and a beta of 0.63.

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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. UBS Group set a $114.00 price objective on O’Reilly Automotive in a report on Friday, February 6th. Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Truist Financial set a $107.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Royal Bank Of Canada set a $109.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

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.