Whittier Trust Co. of Nevada Inc. Raises Stock Position in O’Reilly Automotive, Inc. $ORLY

Whittier Trust Co. of Nevada Inc. lifted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 166,389 shares of the specialty retailer’s stock after purchasing an additional 9,877 shares during the period. Whittier Trust Co. of Nevada Inc.’s holdings in O’Reilly Automotive were worth $15,329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares during the period. State Street Corp raised its stake in O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after buying an additional 140,387 shares in the last quarter. Geode Capital Management LLC lifted its holdings in O’Reilly Automotive by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Wellington Management Group LLP lifted its holdings in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the period. Finally, Norges Bank bought a new stake in O’Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ORLY has been the topic of a number of research analyst reports. Truist Financial set a $108.00 target price on O’Reilly Automotive in a report on Thursday, April 30th. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. UBS Group lifted their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Evercore reaffirmed an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $90.25 on Monday. The company has a 50 day simple moving average of $90.42 and a two-hundred day simple moving average of $92.36. O’Reilly Automotive, Inc. has a fifty-two week low of $84.76 and a fifty-two week high of $108.71. The company has a market capitalization of $74.79 billion, a price-to-earnings ratio of 29.49, a P/E/G ratio of 1.99 and a beta of 0.51.

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

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 105,730 shares of company stock valued at $9,815,388 in the last ninety days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Company 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.