Brookstone Capital Management Boosts Stock Position in O’Reilly Automotive, Inc. $ORLY

Brookstone Capital Management lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 164,014 shares of the specialty retailer’s stock after buying an additional 19,702 shares during the quarter. Brookstone Capital Management’s holdings in O’Reilly Automotive were worth $14,960,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in ORLY. Financial Planning Hawaii Inc. acquired a new position in shares of O’Reilly Automotive during the 4th quarter worth about $301,000. Mn Services Vermogensbeheer B.V. boosted its holdings in O’Reilly Automotive by 2.0% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 331,022 shares of the specialty retailer’s stock worth $30,193,000 after buying an additional 6,522 shares during the last quarter. Embree Financial Group boosted its holdings in O’Reilly Automotive by 7.3% in the 4th quarter. Embree Financial Group now owns 2,252 shares of the specialty retailer’s stock worth $205,000 after buying an additional 154 shares during the last quarter. Hennion & Walsh Asset Management Inc. increased its stake in O’Reilly Automotive by 7.0% during the 4th quarter. Hennion & Walsh Asset Management Inc. now owns 17,011 shares of the specialty retailer’s stock worth $1,552,000 after buying an additional 1,109 shares in the last quarter. Finally, Nova R Wealth Inc. increased its stake in O’Reilly Automotive by 2.5% during the 4th quarter. Nova R Wealth Inc. now owns 8,296 shares of the specialty retailer’s stock worth $757,000 after buying an additional 205 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $92.31 on Wednesday. The stock’s fifty day moving average is $94.02 and its two-hundred day moving average is $96.55. The firm has a market capitalization of $77.24 billion, a P/E ratio of 31.15, a price-to-earnings-growth ratio of 2.04 and a beta of 0.63. O’Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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 company had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period last year, the business earned $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, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analysts Set New Price Targets

ORLY has been the subject of several research reports. 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 report on Friday, February 6th. DA Davidson reaffirmed a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.