One Wealth Advisors LLC Takes Position in O’Reilly Automotive, Inc. $ORLY

One Wealth Advisors LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 11,654 shares of the specialty retailer’s stock, valued at approximately $1,073,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive in the fourth quarter valued at approximately $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Whipplewood Advisors LLC grew its holdings in O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 295 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in O’Reilly Automotive during the 4th quarter worth $30,000. Finally, Kohmann Bosshard Financial Services LLC raised its position in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $91.05 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The company has a market capitalization of $73.66 billion, a PE ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51. The company has a 50 day moving average price of $88.91 and a two-hundred day moving average price of $91.41.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same period last year, the firm posted $0.78 earnings per share. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 93,395 shares of company stock valued at $8,632,743. Insiders own 0.77% of the company’s stock.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

Wall Street Analysts Forecast Growth

ORLY has been the topic of a number of analyst reports. Roth Capital reissued a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley decreased their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a report on Friday, July 31st. TD Cowen cut their target price on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.24.

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.