Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 43,174 Shares of O’Reilly Automotive, Inc. $ORLY

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,108.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 47,068 shares of the specialty retailer’s stock after acquiring an additional 43,174 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in O’Reilly Automotive were worth $5,074,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC grew its position in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares during the period. DekaBank Deutsche Girozentrale boosted its stake in O’Reilly Automotive by 2.2% in the second quarter. DekaBank Deutsche Girozentrale now owns 17,758 shares of the specialty retailer’s stock valued at $1,585,000 after acquiring an additional 380 shares during the last quarter. Freedom Investment Management Inc. grew its holdings in O’Reilly Automotive by 1,250.6% during the 2nd quarter. Freedom Investment Management Inc. now owns 4,295 shares of the specialty retailer’s stock worth $387,000 after acquiring an additional 3,977 shares during the period. Bleakley Financial Group LLC bought a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at $1,829,000. Finally, First Citizens Bank & Trust Co. lifted its stake in shares of O’Reilly Automotive by 1,415.0% in the 2nd quarter. First Citizens Bank & Trust Co. now owns 2,530 shares of the specialty retailer’s stock valued at $228,000 after purchasing an additional 2,363 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently commented on ORLY. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Barclays set a $91.00 target price on O’Reilly Automotive and gave the stock an “equal weight” rating in a report on Monday, October 27th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Finally, Raymond James Financial upgraded shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price objective for the company in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

Key O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $93.50 on Friday. The business’s 50-day simple moving average is $94.37 and its 200-day simple moving average is $98.84. O’Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71. The stock has a market capitalization of $78.92 billion, a PE ratio of 31.55, a price-to-earnings-growth ratio of 2.09 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) 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 the consensus estimate of $4.39 billion. During the same period in the previous year, the company posted $9.50 earnings per share. O’Reilly Automotive’s revenue for the quarter 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. On average, research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This trade represents a 98.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares in the company, valued at approximately $485,190. This trade represents a 42.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.01% of the company’s stock.

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.