Pelham Capital Ltd. Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Pelham Capital Ltd. boosted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 24.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 148,017 shares of the specialty retailer’s stock after purchasing an additional 29,307 shares during the period. O’Reilly Automotive comprises 7.9% of Pelham Capital Ltd.’s holdings, making the stock its 7th largest position. Pelham Capital Ltd.’s holdings in O’Reilly Automotive were worth $15,958,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Coastline Trust Co raised its position in O’Reilly Automotive by 4.0% in the 3rd quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock valued at $283,000 after buying an additional 102 shares during the last quarter. IAM Advisory LLC boosted its position in O’Reilly Automotive by 1.6% during the 3rd quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer’s stock worth $788,000 after acquiring an additional 114 shares during the last quarter. Berkshire Asset Management LLC PA grew its stake in shares of O’Reilly Automotive by 1.7% during the 3rd quarter. Berkshire Asset Management LLC PA now owns 7,260 shares of the specialty retailer’s stock worth $783,000 after acquiring an additional 120 shares in the last quarter. Abound Wealth Management lifted its position in shares of O’Reilly Automotive by 9.6% in the third quarter. Abound Wealth Management now owns 1,375 shares of the specialty retailer’s stock worth $148,000 after purchasing an additional 121 shares in the last quarter. Finally, EWA LLC boosted its holdings in O’Reilly Automotive by 5.1% during the third quarter. EWA LLC now owns 2,559 shares of the specialty retailer’s stock worth $276,000 after purchasing an additional 124 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,500 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the transaction, the senior vice president directly owned 4,792 shares of the company’s stock, valued at $485,190. This represents a 42.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is owned by corporate insiders.

Analyst Ratings Changes

ORLY has been the topic of several recent research reports. Morgan Stanley set a $108.00 price target on shares of O’Reilly Automotive in a research note on Monday, February 9th. DA Davidson reaffirmed a “buy” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Barclays set a $91.00 price target on O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, Mizuho set a $105.00 price objective on O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Stock Up 1.5%

Shares of NASDAQ ORLY opened at $96.66 on Friday. The business’s 50 day moving average price is $94.46 and its two-hundred day moving average price is $99.05. The company has a market cap of $81.59 billion, a PE ratio of 32.62, a price-to-earnings-growth ratio of 2.16 and a beta of 0.62. O’Reilly Automotive, Inc. has a twelve month low of $85.55 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). The business had revenue of $4.41 billion for the quarter, compared to the consensus estimate 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 revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, research analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

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.