O’Reilly Automotive, Inc. $ORLY Stock Position Lifted by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 34.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,678 shares of the specialty retailer’s stock after acquiring an additional 10,950 shares during the period. Cyndeo Wealth Partners LLC’s holdings in O’Reilly Automotive were worth $3,645,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in ORLY. Kelleher Financial Advisors bought a new position in O’Reilly Automotive in the 2nd quarter valued at about $28,000. Fiduciary Financial Advisors bought a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $28,000. Whipplewood Advisors LLC increased its holdings in O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares in the last quarter. Bell Investment Advisors Inc bought a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $29,000. Finally, Kohmann Bosshard Financial Services LLC raised its stake in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORLY. BNP Paribas Exane dropped their target price on O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. Weiss Ratings cut O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Sanford C. Bernstein started coverage on O’Reilly Automotive in a report on Tuesday, September 29th. They set a “market perform” rating and a $94.00 price target for the company. TD Cowen lowered their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Sixteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $107.26.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $89.27 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $102.46. The firm’s 50-day simple moving average is $87.43 and its 200 day simple moving average is $89.25. The stock has a market cap of $72.22 billion, a PE ratio of 28.43, a price-to-earnings-growth ratio of 2.19 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the business posted $0.78 EPS. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts predict that O’Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year.

Insider Activity at O’Reilly Automotive

In related news, SVP Christopher Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.