Investment Research Partners LLC Takes $851,000 Position in O’Reilly Automotive, Inc. $ORLY

Investment Research Partners LLC purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 7,893 shares of the specialty retailer’s stock, valued at approximately $851,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ORLY. Brant Point Investment Management LLC raised its stake in O’Reilly Automotive by 1,244.7% during 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 buying an additional 138,401 shares during the last quarter. Bank of Nova Scotia boosted its holdings 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 acquiring an additional 448,545 shares in the last quarter. Vestmark Advisory Solutions Inc. grew its stake in shares of O’Reilly Automotive by 34.0% in the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after acquiring an additional 13,100 shares during the last quarter. SVB Wealth LLC grew its stake in shares of O’Reilly Automotive by 1,094.1% in the second quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock worth $1,630,000 after acquiring an additional 16,575 shares during the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of 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 in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $87.72 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $86.79 and a 1 year high of $108.71. The company has a market cap of $73.55 billion, a P/E ratio of 29.60, a PEG ratio of 1.99 and a beta of 0.63. The stock’s fifty day moving average price is $94.81 and its 200-day moving average price is $97.58.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data 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 negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same quarter in the previous year, the business 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 anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on ORLY. Morgan Stanley set a $108.00 price target on O’Reilly Automotive in a research report on Monday, February 9th. Truist Financial set a $107.00 price objective on shares of O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. reduced their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Finally, Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive 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.