Waverton Investment Management Ltd Acquires 5,595 Shares of O’Reilly Automotive, Inc. $ORLY

Waverton Investment Management Ltd increased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.2% in the third quarter, Holdings Channel.com reports. The firm owned 483,515 shares of the specialty retailer’s stock after acquiring an additional 5,595 shares during the period. Waverton Investment Management Ltd’s holdings in O’Reilly Automotive were worth $52,125,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Journey Strategic Wealth LLC lifted its stake in O’Reilly Automotive by 5.6% in the third quarter. Journey Strategic Wealth LLC now owns 7,338 shares of the specialty retailer’s stock worth $791,000 after purchasing an additional 390 shares during the last quarter. Bahl & Gaynor Inc. bought a new position in shares of O’Reilly Automotive during the third quarter valued at about $226,000. London & Capital Asset Management Ltd increased its holdings in shares of O’Reilly Automotive by 115.9% in the third quarter. London & Capital Asset Management Ltd now owns 40,985 shares of the specialty retailer’s stock worth $4,419,000 after buying an additional 22,005 shares during the period. Creekmur Asset Management LLC increased its holdings in shares of O’Reilly Automotive by 17.9% in the third quarter. Creekmur Asset Management LLC now owns 11,797 shares of the specialty retailer’s stock worth $1,272,000 after buying an additional 1,788 shares during the period. Finally, Aprio Wealth Management LLC bought a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at about $363,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 2.8%

NASDAQ:ORLY opened at $93.88 on Monday. The company has a 50-day moving average price of $94.43 and a 200-day moving average price of $98.46. The stock has a market cap of $79.24 billion, a price-to-earnings ratio of 31.68, a P/E/G ratio of 2.09 and a beta of 0.63. O’Reilly Automotive, Inc. has a 12 month low of $85.55 and a 12 month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $4.39 billion. During the same period in the previous year, the company earned $9.50 earnings per share. O’Reilly Automotive’s quarterly revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have commented on ORLY. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research report on Friday, February 6th. Royal Bank Of Canada set a $109.00 price objective on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. lowered their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Citigroup cut their target price on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $110.26.

About O’Reilly Automotive

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.