Griffin Asset Management Inc. Buys 9,005 Shares of O’Reilly Automotive, Inc. $ORLY

Griffin Asset Management Inc. increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 55.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 25,185 shares of the specialty retailer’s stock after purchasing an additional 9,005 shares during the quarter. Griffin Asset Management Inc.’s holdings in O’Reilly Automotive were worth $2,297,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Vestmark Advisory Solutions Inc. raised its holdings in O’Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after acquiring an additional 13,100 shares during the period. Vanguard Group Inc. raised its holdings in O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after acquiring an additional 436,563 shares during the period. Overbrook Management Corp raised its holdings in O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after acquiring an additional 19,171 shares during the period. Caldwell Trust Co raised its holdings in O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after acquiring an additional 12,167 shares during the period. Finally, Atlantic Union Bankshares Corp raised its holdings in O’Reilly Automotive by 336.4% during the third quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock valued at $4,630,000 after acquiring an additional 33,103 shares during the period. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This represents a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 19,930 shares of company stock worth $1,875,444. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on ORLY shares. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Raymond James Financial reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a research report on Friday, May 1st. One investment 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’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Trading Up 0.3%

ORLY opened at $92.22 on Thursday. The firm has a market cap of $76.42 billion, a P/E ratio of 30.14, a P/E/G ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The stock has a 50-day moving average of $92.07 and a 200 day moving average of $94.27.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s revenue was up 10.2% on a year-over-year basis. During the same quarter last year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts forecast that O’Reilly Automotive, Inc. will post 3.25 earnings per share 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.