CSM Advisors LLC Acquires 28,055 Shares of O’Reilly Automotive, Inc. $ORLY

CSM Advisors LLC raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 779.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 31,655 shares of the specialty retailer’s stock after buying an additional 28,055 shares during the period. CSM Advisors LLC’s holdings in O’Reilly Automotive were worth $3,410,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. True Wealth Design LLC lifted its stake in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after buying an additional 152 shares during the last quarter. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive in the 3rd quarter valued at about $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive in the 3rd quarter valued at about $32,000. Nemes Rush Group LLC raised its holdings in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 294 shares during the period. Finally, United Community Bank raised its holdings in O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after acquiring an additional 135 shares during the period. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Down 1.2%

Shares of O’Reilly Automotive stock opened at $90.46 on Tuesday. O’Reilly Automotive, Inc. has a 12-month low of $86.79 and a 12-month high of $108.71. The company has a market capitalization of $75.85 billion, a price-to-earnings ratio of 30.53, a PEG ratio of 2.04 and a beta of 0.63. The firm’s 50-day moving average price is $94.89 and its two-hundred day moving average price is $97.75.

O’Reilly Automotive (NASDAQ:ORLY) last issued its 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 during the quarter, compared to analyst estimates of $4.39 billion. During the same quarter in the previous year, the firm posted $9.50 earnings per share. O’Reilly Automotive’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. On average, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ORLY. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. Citigroup lowered 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. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Truist Financial set a $107.00 price target on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, Mizuho set a $105.00 price objective on O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. 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 MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus 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.