First National Trust Co Trims Stake in O’Reilly Automotive, Inc. $ORLY

First National Trust Co cut its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,609 shares of the specialty retailer’s stock after selling 6,203 shares during the period. First National Trust Co’s holdings in O’Reilly Automotive were worth $7,612,000 at the end of the most recent quarter.

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

O’Reilly Automotive Price Performance

ORLY opened at $92.72 on Tuesday. The business’s 50-day moving average is $94.81 and its two-hundred day moving average is $99.15. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71. The firm has a market capitalization of $78.26 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 2.10 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last released 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 firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same period in the previous year, the company posted $9.50 earnings per share. The business’s quarterly revenue 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, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on ORLY. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. UBS Group set a $114.00 price target on O’Reilly Automotive in a report on Friday. Citigroup reduced their price objective on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday. Finally, JPMorgan Chase & Co. dropped their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday. 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction on 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 approximately $485,190. The trade was a 42.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the transaction, the senior vice president directly owned 28 shares in the company, valued at approximately $2,836.68. The trade was 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 company insiders.

O’Reilly Automotive Company 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.