Annex Advisory Services LLC Has $39.02 Million Position in O’Reilly Automotive, Inc. $ORLY

Annex Advisory Services LLC cut its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 423,658 shares of the specialty retailer’s stock after selling 11,268 shares during the quarter. Annex Advisory Services LLC’s holdings in O’Reilly Automotive were worth $39,015,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Welch Group LLC grew its holdings in shares of O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after purchasing an additional 102 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its holdings in O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after purchasing an additional 104 shares during the last quarter. Quadcap Wealth Management LLC boosted its position in O’Reilly Automotive by 4.7% in the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after buying an additional 108 shares in the last quarter. Moss Adams Wealth Advisors LLC boosted its position in O’Reilly Automotive by 3.8% in the fourth quarter. Moss Adams Wealth Advisors LLC now owns 3,004 shares of the specialty retailer’s stock valued at $274,000 after buying an additional 109 shares in the last quarter. Finally, Mainstream Capital Management LLC grew its stake in O’Reilly Automotive by 0.9% during the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after buying an additional 109 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ORLY. Evercore reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson set a $106.00 target price on O’Reilly Automotive in a report on Friday, July 31st. Citigroup restated a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 31st. Finally, Morgan Stanley cut their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $107.94.

O’Reilly Automotive Price Performance

ORLY opened at $92.57 on Wednesday. The stock has a market capitalization of $74.89 billion, a P/E ratio of 29.48, a price-to-earnings-growth ratio of 2.02 and a beta of 0.51. The company’s 50 day simple moving average is $88.72 and its 200-day simple moving average is $91.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

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

Insider Activity

In other news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 88,395 shares of company stock valued at $8,170,043. Company 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.