Concurrent Investment Advisors LLC Acquires 8,477 Shares of O’Reilly Automotive, Inc. $ORLY

Concurrent Investment Advisors LLC increased its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 67.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,050 shares of the specialty retailer’s stock after acquiring an additional 8,477 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in O’Reilly Automotive were worth $1,920,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. increased its position in O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the period. Akre Capital Management LLC increased its position in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the period. Massachusetts Financial Services Co. MA increased its position in O’Reilly Automotive by 1.1% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock worth $730,018,000 after acquiring an additional 89,179 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in O’Reilly Automotive by 21.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock valued at $780,694,000 after buying an additional 1,290,579 shares during the period. Finally, Legal & General Group Plc increased its holdings in O’Reilly Automotive by 5.0% in the 3rd quarter. Legal & General Group Plc now owns 5,675,675 shares of the specialty retailer’s stock valued at $611,895,000 after buying an additional 270,212 shares during the period. 85.00% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on ORLY. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a report on Monday, February 9th. UBS Group set a $114.00 target price on shares of O’Reilly Automotive in a report on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Finally, Citigroup decreased their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Up 0.1%

ORLY stock opened at $91.69 on Thursday. The company’s 50-day moving average price is $92.41 and its two-hundred day moving average price is $94.93. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The firm has a market cap of $76.72 billion, a P/E ratio of 30.94, a P/E/G ratio of 2.04 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the company posted $9.35 EPS. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts predict that O’Reilly Automotive, Inc. will post 3.23 EPS for the current year.

O’Reilly Automotive News Summary

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

• Positive Sentiment: Q1 beats — O’Reilly reported $0.72 EPS vs. consensus $0.69 and revenue of $4.56B vs. ~$4.46B estimate, a clear quarter-over-quarter top-line and bottom-line beat that supports near-term upside. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Record revenue & long-term comps — Management called the quarter record revenue/earnings and O’Reilly delivered its 33rd consecutive year of positive same-store sales, signaling durable demand in the aftermarket. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results (GlobeNewswire)
• Positive Sentiment: Healthy margins and revenue growth — Revenue rose ~10.2% year-over-year and net margin was ~14.3%, indicating solid profitability on accelerating sales. O’Reilly Automotive (ORLY) Beats Q1 Earnings and Revenue Estimates (Zacks)
• Neutral Sentiment: FY2026 guidance issued — O’Reilly gave EPS guidance of $3.150–3.250 (consensus ~3.23) and revenue guidance of $18.7B–$19.0B (consensus ~19.0B); the EPS range largely tracks expectations but the revenue range leaves the upside uncertain. Press Release — FY2026 Guidance
• Negative Sentiment: Some governance/metric flags — The report notes a negative return on equity figure (reported -239%) and a large year-ago EPS comparison (anomalous $9.35), which may prompt analyst questions and create short-term volatility despite the beat. Earnings Press Release / Details

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.