O’Reilly Automotive, Inc. $ORLY Stake Boosted by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 952,702 shares of the specialty retailer’s stock after acquiring an additional 135,676 shares during the period. Westfield Capital Management Co. LP’s holdings in O’Reilly Automotive were worth $86,896,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vise Technologies Inc. grew its holdings in shares of O’Reilly Automotive by 27.4% during the 4th quarter. Vise Technologies Inc. now owns 26,272 shares of the specialty retailer’s stock valued at $2,396,000 after acquiring an additional 5,655 shares in the last quarter. Continuum Advisory LLC grew its holdings in shares of O’Reilly Automotive by 8.9% during the 4th quarter. Continuum Advisory LLC now owns 4,908 shares of the specialty retailer’s stock valued at $448,000 after acquiring an additional 403 shares in the last quarter. Daiwa Securities Group Inc. grew its holdings in shares of O’Reilly Automotive by 3.1% during the 4th quarter. Daiwa Securities Group Inc. now owns 293,615 shares of the specialty retailer’s stock valued at $26,781,000 after acquiring an additional 8,939 shares in the last quarter. State of Wyoming grew its holdings in shares of O’Reilly Automotive by 111.4% during the 4th quarter. State of Wyoming now owns 1,395 shares of the specialty retailer’s stock valued at $127,000 after acquiring an additional 735 shares in the last quarter. Finally, Bancreek Capital Management LP purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at $1,127,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ORLY. JPMorgan Chase & Co. lowered their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. UBS Group lifted their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Trading Up 1.2%

ORLY stock opened at $88.40 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The company has a fifty day simple moving average of $91.79 and a 200 day simple moving average of $93.71. The firm has a market cap of $73.26 billion, a PE ratio of 28.89, a PEG ratio of 1.93 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the previous year, the business earned $9.35 EPS. O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last 90 days. 0.77% of the stock is owned by corporate insiders.

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.