Summit Asset Management LLC Acquires New Holdings in O’Reilly Automotive, Inc. $ORLY

Summit Asset Management LLC bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, HoldingsChannel reports. The fund bought 7,006 shares of the specialty retailer’s stock, valued at approximately $645,000.

Several other large investors also recently made changes to their positions in ORLY. Pinnacle Wealth Management Advisory Group LLC raised its holdings in shares of 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 valued at $401,000 after buying an additional 104 shares during the last quarter. Quadcap Wealth Management LLC grew its holdings in O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares in the last quarter. Moss Adams Wealth Advisors LLC increased its position in O’Reilly Automotive by 3.8% in the 4th quarter. Moss Adams Wealth Advisors LLC now owns 3,004 shares of the specialty retailer’s stock valued at $274,000 after acquiring an additional 109 shares during the period. Mainstream Capital Management LLC increased its position in O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares during the period. Finally, Dynasty Wealth Management LLC raised its stake in O’Reilly Automotive by 2.7% during the 4th quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after acquiring an additional 113 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on ORLY. Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Mizuho increased their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insiders Place Their Bets

In related news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 93,395 shares of company stock valued at $8,632,743 over the last 90 days. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Stock Down 1.7%

Shares of NASDAQ ORLY opened at $91.05 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The company has a market cap of $73.66 billion, a price-to-earnings ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51. The business has a fifty day simple moving average of $88.91 and a 200-day simple moving average of $91.41.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the business posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Trending Headlines about O’Reilly Automotive

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

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.