Burling Wealth Partners LLC Acquires 13,469 Shares of O’Reilly Automotive, Inc. $ORLY

Burling Wealth Partners LLC increased its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 57.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,856 shares of the specialty retailer’s stock after purchasing an additional 13,469 shares during the period. Burling Wealth Partners LLC’s holdings in O’Reilly Automotive were worth $3,402,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Welch Group LLC lifted its stake in O’Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after buying an additional 102 shares during the period. Pinnacle Wealth Management Advisory Group LLC grew its position in shares of O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the period. Capital Advisory Group Advisory Services LLC increased its stake in shares of O’Reilly Automotive by 1.9% in the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares in the last quarter. Quadcap Wealth Management LLC increased its stake in shares of O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares in the last quarter. Finally, Accurate Wealth Management LLC lifted its position in shares of O’Reilly Automotive by 1.9% during the 4th quarter. Accurate Wealth Management LLC now owns 5,815 shares of the specialty retailer’s stock valued at $545,000 after acquiring an additional 109 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Down 1.8%

NASDAQ ORLY opened at $84.53 on Tuesday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The business has a 50 day moving average price of $88.63 and a 200-day moving average price of $91.85. The company has a market cap of $70.05 billion, a price-to-earnings ratio of 27.62, a P/E/G ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the business earned $9.35 EPS. O’Reilly Automotive’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. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts recently issued reports on ORLY shares. Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. DA Davidson reiterated a “buy” rating and set a $114.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, July 7th. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One investment 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $110.70.

Insider Activity

In other news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by insiders.

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.