Gateway Wealth Partners LLC Makes New $818,000 Investment in O’Reilly Automotive, Inc. $ORLY

Gateway Wealth Partners LLC acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,865 shares of the specialty retailer’s stock, valued at approximately $818,000.

Several other institutional investors have also modified their holdings of ORLY. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at $25,000. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive in the fourth quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive during the fourth quarter worth $27,000. Whipplewood Advisors LLC boosted its stake in O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after buying an additional 295 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its position in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. The trade was a 52.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the firm’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 transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 105,730 shares of company stock worth $9,815,388 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Citigroup reissued a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. Mizuho upped their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Finally, Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $110.22.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: O’Reilly reported record second-quarter revenue and earnings. Diluted EPS rose 10% year over year to $0.86, exceeding the Zacks consensus estimate of $0.85 and matching other estimates of $0.86. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable-store sales increased 6.0%, while total revenue grew 8.1% year over year, indicating continued demand for automotive aftermarket products. O’Reilly Automotive Reports Second Quarter 2026 Results
• Positive Sentiment: Capital returns and cash generation were strong: O’Reilly repurchased $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Fiscal 2026 EPS guidance of $3.20-$3.30 is centered at $3.25, essentially matching consensus. Revenue guidance of $18.9 billion-$19.2 billion also brackets the $19.1 billion consensus, offering limited evidence of an outlook upgrade. O’Reilly Automotive Guidance and Earnings Details
• Negative Sentiment: Because management did not materially raise its full-year outlook after the quarterly beat, investors may view the results as strong but already reflected in the valuation. That lack of an upside revision likely helps explain the stock’s softer response.

O’Reilly Automotive Stock Down 0.6%

ORLY stock opened at $90.63 on Thursday. The business’s fifty day simple moving average is $88.32 and its two-hundred day simple moving average is $91.74. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The firm has a market cap of $75.11 billion, a price-to-earnings ratio of 29.62, a PEG ratio of 2.01 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business’s revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

O’Reilly Automotive 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.