Investment Research Partners LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Investment Research Partners LLC bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 7,893 shares of the specialty retailer’s stock, valued at approximately $851,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Brant Point Investment Management LLC lifted its holdings in O’Reilly Automotive by 1,244.7% in the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock valued at $13,476,000 after acquiring an additional 138,401 shares during the period. Bank of Nova Scotia boosted its position in O’Reilly Automotive by 7,192.8% in the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock worth $40,989,000 after purchasing an additional 448,545 shares during the last quarter. Vestmark Advisory Solutions Inc. grew its stake in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after purchasing an additional 13,100 shares during the period. SVB Wealth LLC grew its stake in shares of O’Reilly Automotive by 1,094.1% during the 2nd quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after purchasing an additional 16,575 shares during the period. Finally, Vanguard Group Inc. increased its position 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 purchasing an additional 436,563 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Down 1.9%

NASDAQ ORLY opened at $87.72 on Thursday. O’Reilly Automotive, Inc. has a 52 week low of $86.79 and a 52 week high of $108.71. The company has a market capitalization of $73.55 billion, a P/E ratio of 29.60, a price-to-earnings-growth ratio of 1.99 and a beta of 0.63. The stock’s 50-day moving average price is $94.81 and its 200-day moving average price is $97.58.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data 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). The company had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company’s revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the firm posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Research analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Royal Bank Of Canada set a $109.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Robert W. Baird lowered shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price for the company. in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Finally, UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

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.