Oak Thistle LLC Buys New Position in O’Reilly Automotive, Inc. $ORLY

Oak Thistle LLC bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the fourth quarter, HoldingsChannel.com reports. The fund bought 29,509 shares of the specialty retailer’s stock, valued at approximately $2,692,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Seascape Capital Management raised its position in O’Reilly Automotive by 6.2% in the 4th quarter. Seascape Capital Management now owns 53,229 shares of the specialty retailer’s stock valued at $4,855,000 after buying an additional 3,123 shares during the last quarter. Capital Advisory Group Advisory Services LLC raised its position in O’Reilly Automotive by 1.9% in the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after buying an additional 107 shares during the last quarter. Greenleaf Trust raised its position in O’Reilly Automotive by 6.7% in the 4th quarter. Greenleaf Trust now owns 27,902 shares of the specialty retailer’s stock valued at $2,545,000 after buying an additional 1,763 shares during the last quarter. Rydar Equities Inc. raised its position in O’Reilly Automotive by 27.0% in the 4th quarter. Rydar Equities Inc. now owns 4,585 shares of the specialty retailer’s stock valued at $418,000 after buying an additional 975 shares during the last quarter. Finally, Forbes J M & Co. LLP raised its position in O’Reilly Automotive by 1.2% in the 4th quarter. Forbes J M & Co. LLP now owns 74,359 shares of the specialty retailer’s stock valued at $6,782,000 after buying an additional 909 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. JPMorgan Chase & Co. dropped their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Robert W. Baird lowered O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price on the stock. in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. Finally, Morgan Stanley set a $108.00 price target on O’Reilly Automotive in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Price Performance

ORLY opened at $91.36 on Wednesday. The business has a fifty day simple moving average of $93.24 and a 200 day simple moving average of $96.09. The company has a market capitalization of $76.44 billion, a PE ratio of 30.83, a price-to-earnings-growth ratio of 2.03 and a beta of 0.60. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter last year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

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.