O’Reilly Automotive, Inc. $ORLY is WealthCare Asset Management LLC’s Largest Position

WealthCare Asset Management LLC grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 34.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 211,600 shares of the specialty retailer’s stock after buying an additional 54,136 shares during the period. O’Reilly Automotive accounts for about 20.8% of WealthCare Asset Management LLC’s portfolio, making the stock its largest position. WealthCare Asset Management LLC’s holdings in O’Reilly Automotive were worth $19,533,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. DMC Group LLC purchased a new position in shares of O’Reilly Automotive in the 1st quarter worth approximately $415,000. Hsbc Holdings PLC lifted its position in O’Reilly Automotive by 3.5% during the first quarter. Hsbc Holdings PLC now owns 1,816,772 shares of the specialty retailer’s stock valued at $167,646,000 after acquiring an additional 60,618 shares during the last quarter. Whipplewood Advisors LLC boosted 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 in the last quarter. Griffin Asset Management Inc. boosted its stake in O’Reilly Automotive by 3.0% in the first quarter. Griffin Asset Management Inc. now owns 25,950 shares of the specialty retailer’s stock valued at $2,395,000 after acquiring an additional 765 shares in the last quarter. Finally, Kestra Advisory Services LLC grew its holdings in O’Reilly Automotive by 7.2% in the first quarter. Kestra Advisory Services LLC now owns 69,268 shares of the specialty retailer’s stock worth $6,394,000 after purchasing an additional 4,631 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

In other news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated 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 approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last three months. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock traded up $1.16 during mid-day trading on Friday, reaching $86.28. 5,027,767 shares of the company traded hands, compared to its average volume of 8,575,382. The firm’s fifty day moving average is $89.74 and its two-hundred day moving average is $92.13. The company has a market capitalization of $71.50 billion, a price-to-earnings ratio of 28.20, a price-to-earnings-growth ratio of 1.88 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $82.71 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. 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 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on ORLY shares. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Roth Capital reiterated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Finally, Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive 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.