BTC Capital Management Inc. Acquires 10,362 Shares of O’Reilly Automotive, Inc. $ORLY

BTC Capital Management Inc. boosted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 9.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 118,371 shares of the specialty retailer’s stock after buying an additional 10,362 shares during the period. BTC Capital Management Inc.’s holdings in O’Reilly Automotive were worth $12,762,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the stock. Coastline Trust Co raised its position in shares of O’Reilly Automotive by 4.0% during the third quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock worth $283,000 after acquiring an additional 102 shares during the last quarter. IAM Advisory LLC raised its holdings in shares of O’Reilly Automotive by 1.6% during the third quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer’s stock valued at $788,000 after purchasing an additional 114 shares during the period. Abound Wealth Management increased its holdings in shares of O’Reilly Automotive by 9.6% during the third quarter. Abound Wealth Management now owns 1,375 shares of the specialty retailer’s stock valued at $148,000 after acquiring an additional 121 shares in the last quarter. EWA LLC lifted its stake in shares of O’Reilly Automotive by 5.1% in the third quarter. EWA LLC now owns 2,559 shares of the specialty retailer’s stock valued at $276,000 after buying an additional 124 shares in the last quarter. Finally, Mutual Advisors LLC increased its holdings in O’Reilly Automotive by 1.4% during the 3rd quarter. Mutual Advisors LLC now owns 8,992 shares of the specialty retailer’s stock worth $884,000 after purchasing an additional 128 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have weighed in on ORLY shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. DA Davidson reissued a “buy” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price for the company. in a research report on Friday, February 6th. UBS Group set a $114.00 target price on O’Reilly Automotive in a research note on Friday, February 6th. Finally, Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Trading Up 1.5%

ORLY stock opened at $96.66 on Friday. The company’s 50 day moving average is $94.46 and its 200 day moving average is $99.05. The stock has a market cap of $81.59 billion, a price-to-earnings ratio of 32.62, a price-to-earnings-growth ratio of 2.12 and a beta of 0.62. 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 released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The company had revenue of $4.41 billion during 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%.O’Reilly Automotive’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the firm earned $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the sale, the senior vice president owned 28 shares in the company, valued at $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the transaction, the senior vice president owned 4,792 shares of the company’s stock, valued at $485,190. The trade was a 42.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.01% of the stock is owned by corporate 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.