O’Reilly Automotive, Inc. $ORLY Holdings Raised by Blue Chip Partners LLC

Blue Chip Partners LLC boosted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 276,916 shares of the specialty retailer’s stock after purchasing an additional 10,101 shares during the period. O’Reilly Automotive accounts for approximately 1.8% of Blue Chip Partners LLC’s portfolio, making the stock its 24th biggest position. Blue Chip Partners LLC’s holdings in O’Reilly Automotive were worth $25,562,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in ORLY. OMERS ADMINISTRATION Corp grew its holdings in O’Reilly Automotive by 741.6% during the first quarter. OMERS ADMINISTRATION Corp now owns 267,741 shares of the specialty retailer’s stock valued at $24,715,000 after purchasing an additional 235,926 shares during the last quarter. Bradley Foster & Sargent Inc. CT raised its position in shares of O’Reilly Automotive by 5.0% during the first quarter. Bradley Foster & Sargent Inc. CT now owns 17,128 shares of the specialty retailer’s stock valued at $1,581,000 after buying an additional 822 shares during the last quarter. Lombard Odier Asset Management Switzerland SA lifted its position in shares of O’Reilly Automotive by 40.0% in the 1st quarter. Lombard Odier Asset Management Switzerland SA now owns 190,500 shares of the specialty retailer’s stock worth $17,585,000 after acquiring an additional 54,435 shares during the period. Lombard Odier Asset Management USA Corp boosted its stake in O’Reilly Automotive by 5.1% during the first quarter. Lombard Odier Asset Management USA Corp now owns 22,592 shares of the specialty retailer’s stock worth $2,085,000 after buying an additional 1,102 shares in the last quarter. Finally, Waverly Advisors LLC increased its stake in O’Reilly Automotive by 0.4% in the first quarter. Waverly Advisors LLC now owns 103,768 shares of the specialty retailer’s stock valued at $9,579,000 after acquiring an additional 457 shares during the period. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were 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 in the company, valued at $354,680. This represents a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $87.40 on Monday. The firm’s 50 day moving average is $88.39 and its 200-day moving average is $91.74. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The company has a market capitalization of $72.43 billion, a PE ratio of 28.56, a price-to-earnings-growth ratio of 1.93 and a beta of 0.51.

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ORLY. UBS Group upped their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a report on Wednesday, July 15th. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $110.22.

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.