NewEdge Advisors LLC Buys 18,827 Shares of O’Reilly Automotive, Inc. $ORLY

NewEdge Advisors LLC boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 134,666 shares of the specialty retailer’s stock after purchasing an additional 18,827 shares during the quarter. NewEdge Advisors LLC’s holdings in O’Reilly Automotive were worth $12,431,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of ORLY. Eagle Bay Advisors LLC acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Whipplewood Advisors LLC increased its stake in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC raised its position in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $93.53 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The stock has a market capitalization of $77.51 billion, a price-to-earnings ratio of 29.79, a PEG ratio of 2.05 and a beta of 0.51. The stock has a fifty day moving average of $88.48 and a 200-day moving average of $91.60.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the firm earned $0.78 EPS. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. This represents a 39.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 88,395 shares of company stock worth $8,170,043 in the last ninety days. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on ORLY. Evercore restated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research note on Thursday, April 30th. TD Cowen lowered their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a research report on Friday, July 31st. Finally, UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.94.

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.