Bellwether Advisors LLC Has $2.39 Million Position in O’Reilly Automotive, Inc. $ORLY

Bellwether Advisors LLC boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,268.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,164 shares of the specialty retailer’s stock after buying an additional 20,544 shares during the quarter. Bellwether Advisors LLC’s holdings in O’Reilly Automotive were worth $2,390,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in ORLY. Brant Point Investment Management LLC boosted its position in O’Reilly Automotive by 1,244.7% in the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after purchasing an additional 138,401 shares during the last quarter. Bank of Nova Scotia raised its stake in shares of O’Reilly Automotive by 7,192.8% during the 2nd quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock worth $40,989,000 after purchasing an additional 448,545 shares during the period. Atlantic Union Bankshares Corp boosted its holdings in shares of O’Reilly Automotive by 6,011.8% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 9,840 shares of the specialty retailer’s stock worth $887,000 after buying an additional 9,679 shares during the last quarter. SVB Wealth LLC grew its position in O’Reilly Automotive by 1,094.1% during the second quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after buying an additional 16,575 shares during the period. Finally, Vestmark Advisory Solutions Inc. increased its holdings in O’Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after buying an additional 13,100 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $93.87 on Wednesday. The stock has a market capitalization of $78.71 billion, a price-to-earnings ratio of 31.68, a PEG ratio of 2.12 and a beta of 0.63. The company’s fifty day simple moving average is $94.53 and its two-hundred day simple moving average is $98.36. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter last year, the firm 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. Equities research analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ORLY. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. JPMorgan Chase & Co. dropped their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Morgan Stanley set a $108.00 price objective on O’Reilly Automotive in a report on Monday, February 9th. Truist Financial set a $107.00 target price on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, UBS Group set a $114.00 price target on O’Reilly Automotive in a research report on Friday, February 6th. One investment 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. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $110.26.

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.