SVB Wealth LLC Decreases Stock Holdings in O’Reilly Automotive, Inc. $ORLY

SVB Wealth LLC trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 64.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,222 shares of the specialty retailer’s stock after selling 11,181 shares during the period. SVB Wealth LLC’s holdings in O’Reilly Automotive were worth $574,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of ORLY. Norges Bank bought a new position in O’Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Akre Capital Management LLC increased its stake in shares of 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 valued at $848,188,000 after buying an additional 8,546,804 shares during the period. Wellington Management Group LLP increased its stake in shares of O’Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after buying an additional 2,964,945 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after acquiring an additional 2,814,071 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its stake in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after acquiring an additional 2,176,568 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

ORLY stock opened at $87.89 on Thursday. The stock has a market capitalization of $72.84 billion, a P/E ratio of 28.72, a P/E/G ratio of 1.93 and a beta of 0.53. The business has a fifty day moving average price of $90.87 and a 200-day moving average price of $92.62. O’Reilly Automotive, Inc. has a 1-year low of $84.76 and a 1-year high of $108.71.

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

Insider Buying and Selling

In related news, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 105,730 shares of company stock worth $9,815,388 in the last quarter. Company insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ORLY. DA Davidson lifted their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Roth Mkm reaffirmed a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Evercore reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.