O’Reilly Automotive, Inc. $ORLY Stock Holdings Raised by RIHO Partners LLC

RIHO Partners LLC raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 15.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 204,552 shares of the specialty retailer’s stock after purchasing an additional 27,619 shares during the quarter. O’Reilly Automotive accounts for about 11.9% of RIHO Partners LLC’s portfolio, making the stock its 3rd largest position. RIHO Partners LLC’s holdings in O’Reilly Automotive were worth $18,882,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in ORLY. Caldwell Trust Co increased its position in shares of O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the period. Jefferies Financial Group Inc. purchased a new stake in O’Reilly Automotive during the fourth quarter valued at approximately $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of O’Reilly Automotive by 9.8% in the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock worth $851,747,000 after purchasing an additional 835,518 shares in the last quarter. Finally, Marble Wealth LLC purchased a new position in O’Reilly Automotive during the 4th quarter worth $2,559,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Performance

ORLY stock opened at $87.40 on Monday. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The business’s 50-day moving average is $88.39 and its 200 day moving average is $91.74. The stock has a market cap of $72.43 billion, a price-to-earnings ratio of 28.56, a PEG ratio of 1.93 and a beta of 0.51.

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

Insider Buying and Selling

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction on 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 owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 in the last ninety days. Company insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on ORLY shares. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research note on Friday. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Finally, Roth Capital reissued a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $110.22.

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.