NewEdge Wealth LLC Has $5.11 Million Holdings in O’Reilly Automotive, Inc. $ORLY

NewEdge Wealth LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 17.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,056 shares of the specialty retailer’s stock after buying an additional 8,166 shares during the quarter. NewEdge Wealth LLC’s holdings in O’Reilly Automotive were worth $5,113,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of ORLY. Akre Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares in the last quarter. Alphinity Investment Management Pty Ltd bought a new stake in shares of O’Reilly Automotive during the third quarter valued at approximately $435,620,000. Rakuten Investment Management Inc. bought a new stake in shares of O’Reilly Automotive during the third quarter valued at approximately $365,417,000. Ameriprise Financial Inc. increased its holdings in shares of O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after acquiring an additional 2,814,071 shares in the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after acquiring an additional 2,176,568 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on ORLY shares. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Roth Mkm restated a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, JPMorgan Chase & Co. decreased their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Trading Down 1.7%

Shares of O’Reilly Automotive stock opened at $91.35 on Tuesday. The stock has a fifty day simple moving average of $92.57 and a 200 day simple moving average of $94.58. 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 $76.43 billion, a P/E ratio of 29.85, a price-to-earnings-growth ratio of 2.05 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the company posted $9.35 earnings per share. O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. This 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 the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate 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.