Mogy Joel R Investment Counsel Inc. Buys 5,386 Shares of O’Reilly Automotive, Inc. $ORLY

Mogy Joel R Investment Counsel Inc. lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 255,746 shares of the specialty retailer’s stock after acquiring an additional 5,386 shares during the quarter. O’Reilly Automotive makes up 1.3% of Mogy Joel R Investment Counsel Inc.’s holdings, making the stock its 22nd biggest holding. Mogy Joel R Investment Counsel Inc.’s holdings in O’Reilly Automotive were worth $23,327,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the stock. Vestmark Advisory Solutions Inc. boosted its holdings in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Vanguard Group Inc. boosted its stake in O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. Overbrook Management Corp boosted its stake in O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after purchasing an additional 19,171 shares in the last quarter. CWA Asset Management Group LLC boosted its stake in O’Reilly Automotive by 18.6% in the 3rd quarter. CWA Asset Management Group LLC now owns 115,900 shares of the specialty retailer’s stock worth $12,495,000 after purchasing an additional 18,151 shares in the last quarter. Finally, Atlantic Union Bankshares Corp boosted its stake in O’Reilly Automotive by 336.4% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after purchasing an additional 33,103 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Key Stories Impacting O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Q1 beat consensus on both EPS and revenue: GAAP EPS $0.72 vs. $0.69 est., and revenue $4.56B vs. $4.46B est.; revenue was up ~10.2% year-over-year, driving record quarterly results. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Strong same-store sales momentum — O’Reilly delivered its 33rd consecutive year of positive comp growth, supporting confidence in demand and store-level performance. O’Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth
• Positive Sentiment: Management cited margin gains and stronger cash flow; analysts noted profit and cash-flow growth driven by higher comps and operational leverage. These fundamentals help justify the strong market reaction. O’Reilly Q1 Earnings Surpass Estimates on Strong Comps Growth
• Neutral Sentiment: FY‑2026 guidance set to EPS $3.150–3.250 (company midpoint slightly near analyst consensus of ~$3.23) and revenue guidance $18.7B–$19.0B (top of range equals consensus). Guidance is essentially in-line but a touch cautious on the low end, so markets will parse the cadence of the year. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Negative Sentiment: Return on equity showed a large negative figure (reported in summaries), a metric investors may scrutinize—likely impacted by capital structure and buybacks—but it can raise governance/profitability questions despite strong operating results. O’Reilly Automotive Earnings Data & Transcript
• Neutral Sentiment: Full conference call / transcript is available for details on margin drivers, parts inventory, and share‑repurchase plans—items that will influence whether the beat sustains. O’Reilly Automotive, Inc. (ORLY) Q1 2026 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on ORLY. Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research note on Friday, February 6th. Finally, Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $99.40 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71. The firm has a market cap of $83.17 billion, a price-to-earnings ratio of 32.48, a price-to-earnings-growth ratio of 2.03 and a beta of 0.60. The business has a 50-day simple moving average of $92.51 and a two-hundred day simple moving average of $94.96.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating 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 270.31%. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the prior year, the firm earned $9.35 EPS. The business’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. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.23 earnings per share for the current 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.