Griffin Asset Management Inc. Increases Position in O’Reilly Automotive, Inc. $ORLY

Griffin Asset Management Inc. raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 55.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,185 shares of the specialty retailer’s stock after buying an additional 9,005 shares during the period. Griffin Asset Management Inc.’s holdings in O’Reilly Automotive were worth $2,297,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of ORLY. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter valued at approximately $26,000. IAG Wealth Partners LLC purchased a new position in shares of O’Reilly Automotive during the third quarter valued at approximately $31,000. Westfuller Advisors LLC bought a new stake in shares of O’Reilly Automotive during the third quarter valued at approximately $32,000. Finally, United Community Bank raised its stake in shares of O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after acquiring an additional 135 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several research analyst reports. Mizuho lifted their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. UBS Group lifted their price target on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, TD Cowen reaffirmed a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Stock Up 0.3%

Shares of NASDAQ:ORLY opened at $92.22 on Thursday. The company has a market capitalization of $76.42 billion, a price-to-earnings ratio of 30.14, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The firm has a 50 day moving average of $92.07 and a 200 day moving average of $94.27.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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% on a year-over-year basis. During the same period in the prior year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.25 EPS for the current year.

Insider Transactions at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 19,930 shares of company stock valued at $1,875,444. Corporate insiders own 0.77% of the company’s stock.

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.