Whittier Trust Co. Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Whittier Trust Co. lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 426,076 shares of the specialty retailer’s stock after acquiring an additional 26,226 shares during the quarter. Whittier Trust Co.’s holdings in O’Reilly Automotive were worth $39,254,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Eagle Bay Advisors LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at about $25,000. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive in the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive in the 4th quarter worth about $27,000. Kohmann Bosshard Financial Services LLC increased its stake 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 about $30,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $90.25 on Monday. The firm has a market cap of $74.79 billion, a P/E ratio of 29.49, a PEG ratio of 1.99 and a beta of 0.51. The company has a 50 day moving average of $90.42 and a 200-day moving average of $92.36. O’Reilly Automotive, Inc. has a 12-month low of $84.76 and a 12-month 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 EPS 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 business had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the business earned $9.35 earnings per share. O’Reilly Automotive’s revenue for the quarter 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. As a group, equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Truist Financial set a $108.00 target price on O’Reilly Automotive in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. DA Davidson boosted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, TD Cowen restated a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

About O’Reilly Automotive

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.