Oarsman Capital Inc. Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

Oarsman Capital Inc. grew its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 24.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,926 shares of the specialty retailer’s stock after purchasing an additional 6,033 shares during the quarter. Oarsman Capital Inc.’s holdings in O’Reilly Automotive were worth $3,334,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of ORLY. Sivia Capital Partners LLC lifted its stake in O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares in the last quarter. SBI Securities Co. Ltd. boosted its holdings in O’Reilly Automotive by 1,116.3% in the 2nd quarter. SBI Securities Co. Ltd. now owns 1,192 shares of the specialty retailer’s stock worth $107,000 after buying an additional 1,094 shares during the last quarter. Foundations Investment Advisors LLC increased its stake in O’Reilly Automotive by 1,502.3% during the 2nd quarter. Foundations Investment Advisors LLC now owns 6,329 shares of the specialty retailer’s stock worth $570,000 after buying an additional 5,934 shares in the last quarter. Cetera Investment Advisers increased its stake in O’Reilly Automotive by 1,595.9% during the 2nd quarter. Cetera Investment Advisers now owns 317,328 shares of the specialty retailer’s stock worth $28,601,000 after buying an additional 298,616 shares in the last quarter. Finally, Avantax Advisory Services Inc. raised its holdings in shares of O’Reilly Automotive by 1,457.7% during the second quarter. Avantax Advisory Services Inc. now owns 44,411 shares of the specialty retailer’s stock valued at $4,003,000 after acquiring an additional 41,560 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $89.39 on Wednesday. The stock’s 50 day simple moving average is $94.87 and its 200-day simple moving average is $97.65. The stock has a market cap of $74.95 billion, a P/E ratio of 30.17, a P/E/G ratio of 2.02 and a beta of 0.63. O’Reilly Automotive, Inc. has a 1-year low of $86.79 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period in the prior year, the business posted $9.50 EPS. O’Reilly Automotive’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, research analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ORLY shares. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Truist Financial set a $107.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, February 6th. Royal Bank Of Canada set a $109.00 price objective on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Finally, Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $110.26.

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.