First National Bank of Omaha Acquires New Stake in O’Reilly Automotive, Inc. $ORLY

First National Bank of Omaha bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 93,228 shares of the specialty retailer’s stock, valued at approximately $10,051,000.

A number of other large investors have also made changes to their positions in ORLY. Canton Hathaway LLC boosted its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after buying an additional 280 shares during the last quarter. Nemes Rush Group LLC raised its position in O’Reilly Automotive by 1,400.0% in the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 294 shares during the period. True Wealth Design LLC boosted its stake in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 152 shares during the last quarter. Aspect Partners LLC boosted its stake in shares of O’Reilly Automotive by 3,036.4% during the 2nd quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer’s stock worth $31,000 after acquiring an additional 334 shares during the last quarter. Finally, Bell Investment Advisors Inc grew its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock valued at $31,000 after acquiring an additional 322 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $92.60 on Wednesday. The firm has a market cap of $78.16 billion, a price-to-earnings ratio of 31.25, a P/E/G ratio of 2.16 and a beta of 0.62. The firm has a fifty day moving average price of $94.40 and a 200 day moving average price of $98.99. O’Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced 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 negative return on equity of 239.04% and a net margin of 14.27%.The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter in the previous year, the firm earned $9.50 EPS. The firm’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 predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the transaction, the senior vice president directly owned 28 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares in the company, valued at $485,190. This represents a 42.21% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of recent research reports. Raymond James Financial upgraded O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 target price on the stock in a research report on Wednesday, November 5th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Finally, Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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.