First National Trust Co Decreases Stake in O’Reilly Automotive, Inc. $ORLY

First National Trust Co cut its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,609 shares of the specialty retailer’s stock after selling 6,203 shares during the period. First National Trust Co’s holdings in O’Reilly Automotive were worth $7,612,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Wealthfront Advisers LLC raised its holdings in shares of O’Reilly Automotive by 8.1% in the third quarter. Wealthfront Advisers LLC now owns 148,093 shares of the specialty retailer’s stock worth $15,966,000 after buying an additional 11,148 shares during the last quarter. Johnson Investment Counsel Inc. increased its position in shares of O’Reilly Automotive by 10.5% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 9,067 shares of the specialty retailer’s stock valued at $978,000 after acquiring an additional 862 shares during the period. AlTi Global Inc. raised its stake in O’Reilly Automotive by 32.4% in the 3rd quarter. AlTi Global Inc. now owns 49,799 shares of the specialty retailer’s stock worth $5,369,000 after acquiring an additional 12,194 shares during the last quarter. Linden Thomas Advisory Services LLC lifted its position in O’Reilly Automotive by 2.8% during the 3rd quarter. Linden Thomas Advisory Services LLC now owns 44,836 shares of the specialty retailer’s stock worth $4,834,000 after acquiring an additional 1,211 shares during the period. Finally, Western Wealth Management LLC lifted its position in O’Reilly Automotive by 2.7% during the 3rd quarter. Western Wealth Management LLC now owns 56,015 shares of the specialty retailer’s stock worth $6,039,000 after acquiring an additional 1,467 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This represents a 98.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the transaction, the senior vice president owned 4,792 shares in the company, valued at $485,190. This represents a 42.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.01% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on ORLY. The Goldman Sachs Group set a $121.00 price objective on O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Raymond James Financial raised shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a research report on Wednesday, November 5th. Robert W. Baird downgraded shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective on the stock. in a report on Friday. Finally, Citigroup reduced their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $92.72 on Tuesday. The firm has a market cap of $78.26 billion, a price-to-earnings ratio of 31.29, a price-to-earnings-growth ratio of 2.10 and a beta of 0.62. The company has a 50 day moving average price of $94.81 and a 200-day moving average price of $99.15. O’Reilly Automotive, Inc. has a 1-year low of $85.55 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the company posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

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.