Smithbridge Asset Management Inc. DE Has $623,000 Stock Position in O’Reilly Automotive, Inc. $ORLY

Smithbridge Asset Management Inc. DE lessened its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 50.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,750 shares of the specialty retailer’s stock after selling 6,750 shares during the period. Smithbridge Asset Management Inc. DE’s holdings in O’Reilly Automotive were worth $623,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter worth approximately $25,000. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive during the fourth quarter worth $27,000. Kohmann Bosshard Financial Services LLC raised its position in O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the last quarter. Finally, Kemnay Advisory Services Inc. purchased a new stake in O’Reilly Automotive in the 4th quarter valued at $30,000. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on ORLY. Citigroup reaffirmed a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. DA Davidson boosted their price target on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. UBS Group upped their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Mizuho increased their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Activity at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction 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 of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction 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 transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $92.69 on Thursday. The company’s 50-day moving average is $90.57 and its 200 day moving average is $92.43. The company has a market capitalization of $76.81 billion, a P/E ratio of 30.29, a price-to-earnings-growth ratio of 2.03 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $84.76 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter last year, the company posted $9.35 earnings per share. 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 3.24 earnings per share for the current year.

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.