O’Reilly Automotive, Inc. $ORLY Shares Bought by Verde Capital Management

Verde Capital Management grew its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 19.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 43,621 shares of the specialty retailer’s stock after buying an additional 7,028 shares during the quarter. O’Reilly Automotive makes up approximately 0.9% of Verde Capital Management’s portfolio, making the stock its 22nd largest holding. Verde Capital Management’s holdings in O’Reilly Automotive were worth $4,027,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Welch Group LLC boosted its position in shares of O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after purchasing an additional 102 shares during the period. Commons Capital LLC increased its position in O’Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after buying an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC increased its position in O’Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the period. Fayez Sarofim & Co lifted its stake in O’Reilly Automotive by 1.4% in the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock valued at $823,000 after buying an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC lifted its stake in O’Reilly Automotive by 1.9% in the fourth 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. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $85.63 on Tuesday. The company has a market cap of $70.96 billion, a P/E ratio of 27.98, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53. O’Reilly Automotive, Inc. has a one year low of $84.76 and a one year high of $108.71. The business has a fifty day moving average of $91.10 and a two-hundred day moving average of $92.78.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate 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 business posted $9.35 earnings per share. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on ORLY shares. UBS Group raised their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Citigroup reaffirmed a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report 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. Mizuho upped their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

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.