Ameritas Advisory Services LLC Buys 6,073 Shares of O’Reilly Automotive, Inc. $ORLY

Ameritas Advisory Services LLC raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 460.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 7,393 shares of the specialty retailer’s stock after acquiring an additional 6,073 shares during the period. Ameritas Advisory Services LLC’s holdings in O’Reilly Automotive were worth $674,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Independent Advisor Alliance lifted its stake in O’Reilly Automotive by 3.0% during the 4th quarter. Independent Advisor Alliance now owns 43,330 shares of the specialty retailer’s stock valued at $3,952,000 after acquiring an additional 1,265 shares in the last quarter. Legacy Financial Advisors Inc. lifted its stake in O’Reilly Automotive by 6.4% during the 4th quarter. Legacy Financial Advisors Inc. now owns 8,179 shares of the specialty retailer’s stock valued at $746,000 after acquiring an additional 494 shares in the last quarter. Atlantic Union Bankshares Corp lifted its stake in O’Reilly Automotive by 0.5% during the 4th quarter. Atlantic Union Bankshares Corp now owns 43,163 shares of the specialty retailer’s stock valued at $3,937,000 after acquiring an additional 220 shares in the last quarter. World Investment Advisors lifted its stake in O’Reilly Automotive by 31.5% during the 4th quarter. World Investment Advisors now owns 25,798 shares of the specialty retailer’s stock valued at $2,199,000 after acquiring an additional 6,186 shares in the last quarter. Finally, Boyd Watterson Asset Management LLC OH raised its stake in shares of O’Reilly Automotive by 0.7% during the 4th quarter. Boyd Watterson Asset Management LLC OH now owns 20,941 shares of the specialty retailer’s stock worth $1,910,000 after purchasing an additional 150 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Trading Down 1.3%

Shares of ORLY opened at $88.49 on Friday. The company has a market cap of $73.33 billion, a PE ratio of 28.92, a price-to-earnings-growth ratio of 1.97 and a beta of 0.58. The stock has a 50-day moving average price of $92.22 and a 200-day moving average price of $94.36. O’Reilly Automotive, Inc. has a 12-month low of $86.77 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same quarter last year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts predict that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.

Key Headlines Impacting O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on ORLY shares. Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. UBS Group lifted their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Roth Mkm reissued a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $112.25.

Insider Activity at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the 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 sale, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is currently owned by insiders.

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.