Silvant Capital Management LLC Has $4.99 Million Stock Position in O’Reilly Automotive, Inc. $ORLY

Silvant Capital Management LLC raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 15.3% during the third quarter, HoldingsChannel.com reports. The firm owned 46,243 shares of the specialty retailer’s stock after buying an additional 6,148 shares during the quarter. Silvant Capital Management LLC’s holdings in O’Reilly Automotive were worth $4,985,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after buying an additional 436,563 shares during the last quarter. State Street Corp raised its position in O’Reilly Automotive by 1,424.2% during the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares in the last quarter. Norges Bank acquired a new stake in O’Reilly Automotive in the second quarter valued at approximately $974,515,000. Invesco Ltd. lifted its stake in O’Reilly Automotive by 1,459.7% in the second quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after acquiring an additional 8,874,644 shares during the last quarter. Finally, Akre Capital Management LLC grew its position in O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have recently weighed in on ORLY. Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the company a “buy” rating in a report on Friday, February 6th. Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Robert W. Baird cut O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target for the company. in a research report on Friday, February 6th. Morgan Stanley set a $108.00 price target on O’Reilly Automotive in a research note on Monday, February 9th. Finally, Citigroup lowered 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, February 9th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Trading Down 1.2%

NASDAQ ORLY opened at $89.39 on Wednesday. O’Reilly Automotive, Inc. has a 1 year low of $86.79 and a 1 year high of $108.71. The company has a fifty day simple moving average of $94.87 and a 200 day simple moving average of $97.65. The company has a market cap of $74.95 billion, a P/E ratio of 30.17, a P/E/G ratio of 2.02 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share 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 firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same period in the prior year, the firm earned $9.50 EPS. The firm’s 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 research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

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.