O’Reilly Automotive, Inc. $ORLY Shares Acquired by Overbrook Management Corp

Overbrook Management Corp lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 161,551 shares of the specialty retailer’s stock after buying an additional 19,171 shares during the quarter. O’Reilly Automotive makes up 2.5% of Overbrook Management Corp’s investment portfolio, making the stock its 14th largest position. Overbrook Management Corp’s holdings in O’Reilly Automotive were worth $14,735,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the business. Vanguard Group Inc. increased its stake in O’Reilly Automotive by 0.6% in the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after purchasing an additional 436,563 shares during the last quarter. State Street Corp boosted its stake in O’Reilly Automotive by 1,424.2% in the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after buying an additional 34,740,553 shares during the last quarter. Norges Bank acquired a new stake in O’Reilly Automotive in the 2nd quarter worth about $974,515,000. Invesco Ltd. grew its holdings in O’Reilly Automotive by 1,459.7% in the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after buying an additional 8,874,644 shares during the period. Finally, Akre Capital Management LLC increased its stake in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on ORLY. UBS Group set a $114.00 price objective on shares of O’Reilly Automotive in a report on Friday, February 6th. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a report on Monday, February 9th. DA Davidson reaffirmed a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, February 6th. Finally, JPMorgan Chase & Co. decreased their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. One research 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 stock currently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Trading Up 1.6%

Shares of O’Reilly Automotive stock opened at $88.70 on Tuesday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The stock has a market cap of $74.37 billion, a price-to-earnings ratio of 29.93, a price-to-earnings-growth ratio of 1.93 and a beta of 0.63. The company has a fifty day moving average price of $94.46 and a 200 day moving average price of $97.20.

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

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.