SHP Wealth Management Takes Position in O’Reilly Automotive, Inc. $ORLY

SHP Wealth Management bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 9,357 shares of the specialty retailer’s stock, valued at approximately $853,000.

Other large investors also recently bought and sold shares of the company. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter worth $25,000. IAG Wealth Partners LLC purchased a new stake in shares of O’Reilly Automotive during the 3rd quarter valued at about $31,000. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $27,000. Finally, Kemnay Advisory Services Inc. purchased a new position in O’Reilly Automotive in the fourth quarter worth about $30,000. Institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $86.84 on Friday. The stock has a market cap of $71.97 billion, a PE ratio of 28.38, a P/E/G ratio of 1.92 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The company has a 50-day moving average price of $91.27 and a 200 day moving average price of $92.94.

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

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ORLY. DA Davidson boosted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. UBS Group lifted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.