IFP Advisors Inc Raises Position in O’Reilly Automotive, Inc. $ORLY

IFP Advisors Inc lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 30.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,086 shares of the specialty retailer’s stock after purchasing an additional 10,943 shares during the quarter. IFP Advisors Inc’s holdings in O’Reilly Automotive were worth $4,295,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in ORLY. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the fourth quarter worth about $25,000. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive during the 4th quarter worth about $26,000. IAG Wealth Partners LLC acquired a new stake in shares of O’Reilly Automotive in the third quarter worth approximately $31,000. Westfuller Advisors LLC purchased a new stake in O’Reilly Automotive in the third quarter valued at approximately $32,000. Finally, United Community Bank increased its position in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after purchasing an additional 135 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. TD Cowen reiterated a “buy” rating and issued a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Morgan Stanley restated an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Roth Mkm reaffirmed a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research note on Monday, May 4th. Truist Financial set a $108.00 target price on O’Reilly Automotive in a report on Thursday, April 30th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, eighteen 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 $112.25.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $92.22 on Thursday. O’Reilly Automotive, Inc. has a 12-month low of $86.77 and a 12-month high of $108.71. The company has a market capitalization of $76.42 billion, a price-to-earnings ratio of 30.14, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. The firm’s fifty day moving average price is $92.07 and its 200 day moving average price is $94.27.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the firm earned $9.35 earnings per share. The company’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Analysts forecast that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current fiscal year.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 19,930 shares of company stock valued at $1,875,444. Insiders own 0.77% of the company’s stock.

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.