Truist Financial Corp Buys 22,767 Shares of O’Reilly Automotive, Inc. $ORLY

Truist Financial Corp lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 341,954 shares of the specialty retailer’s stock after purchasing an additional 22,767 shares during the quarter. Truist Financial Corp’s holdings in O’Reilly Automotive were worth $31,190,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vestmark Advisory Solutions Inc. lifted its position in O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after acquiring an additional 13,100 shares in the last quarter. Vanguard Group Inc. lifted its position 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 valued at $8,546,264,000 after acquiring an additional 436,563 shares in the last quarter. Overbrook Management Corp lifted its position 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 valued at $14,735,000 after acquiring an additional 19,171 shares in the last quarter. Atlantic Union Bankshares Corp lifted its position 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 valued at $4,630,000 after acquiring an additional 33,103 shares in the last quarter. Finally, Alphinity Investment Management Pty Ltd bought a new position in O’Reilly Automotive in the 3rd quarter valued at about $435,620,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $95.00 on Wednesday. The firm has a market cap of $79.49 billion, a price-to-earnings ratio of 31.05, a price-to-earnings-growth ratio of 2.08 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The firm has a 50-day moving average price of $92.54 and a two-hundred day moving average price of $94.80.

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, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same quarter last year, the business posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.23 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts recently weighed in on ORLY shares. Roth Mkm reaffirmed a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research report on Monday. DA Davidson raised their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday. Citigroup reaffirmed a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday. Finally, Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $112.00.

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.