Bowie Capital Management LLC Has $71.92 Million Holdings in O’Reilly Automotive, Inc. $ORLY

Bowie Capital Management LLC lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.8% in the 3rd quarter, Holdings Channel reports. The fund owned 667,093 shares of the specialty retailer’s stock after acquiring an additional 18,433 shares during the quarter. O’Reilly Automotive accounts for approximately 3.1% of Bowie Capital Management LLC’s investment portfolio, making the stock its 18th biggest position. Bowie Capital Management LLC’s holdings in O’Reilly Automotive were worth $71,919,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in ORLY. Nemes Rush Group LLC increased its holdings in O’Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares in the last quarter. True Wealth Design LLC raised its stake in shares of O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 152 shares during the period. Bell Investment Advisors Inc lifted its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 322 shares in the last quarter. IAG Wealth Partners LLC acquired a new position in shares of O’Reilly Automotive during the third quarter worth about $31,000. Finally, Westfuller Advisors LLC acquired a new position in shares of O’Reilly Automotive during the third quarter worth about $32,000. 85.00% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on ORLY shares. Truist Financial set a $107.00 target price on O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. JPMorgan Chase & Co. lowered their price objective 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. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. Finally, Robert W. Baird cut 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 report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Trading Up 0.2%

Shares of ORLY opened at $94.52 on Friday. The company has a market cap of $79.25 billion, a price-to-earnings ratio of 31.90, a PEG ratio of 2.11 and a beta of 0.63. O’Reilly Automotive, Inc. has a 1-year low of $85.55 and a 1-year high of $108.71. The company’s fifty day simple moving average is $94.65 and its 200 day simple moving average is $98.22.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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 prior year, the business earned $9.50 EPS. The business’s 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. As a group, research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

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.