Westover Capital Advisors LLC Takes $581,000 Position in O’Reilly Automotive, Inc. $ORLY

Westover Capital Advisors LLC acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 6,369 shares of the specialty retailer’s stock, valued at approximately $581,000.

Several other institutional investors and hedge funds have also recently modified their holdings of ORLY. Sivia Capital Partners LLC raised its position in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the period. NewEdge Advisors LLC raised its position in shares of O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. raised its position in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas raised its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company raised its position in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 104,530 shares of company stock valued at $9,709,404. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $91.74 on Monday. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The stock has a market capitalization of $76.03 billion, a P/E ratio of 29.98, a PEG ratio of 2.02 and a beta of 0.58. The firm has a fifty day simple moving average of $91.97 and a two-hundred day simple moving average of $94.26.

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

Wall Street Analyst Weigh In

Several analysts have recently commented on ORLY shares. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Mizuho raised their target price 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. Finally, JPMorgan Chase & Co. cut their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Company 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.