Smithbridge Asset Management Inc. DE Buys 6,750 Shares of O’Reilly Automotive, Inc. $ORLY

Smithbridge Asset Management Inc. DE raised its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 100.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,500 shares of the specialty retailer’s stock after purchasing an additional 6,750 shares during the quarter. Smithbridge Asset Management Inc. DE’s holdings in O’Reilly Automotive were worth $1,231,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the stock. Eagle Bay Advisors LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $26,000. IAG Wealth Partners LLC bought a new position in shares of O’Reilly Automotive in the 3rd quarter valued at about $31,000. Ares Financial Consulting LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $34,000. Finally, Commonwealth Retirement Investments LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $34,000. 85.00% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on ORLY shares. TD Cowen reissued a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. UBS Group lifted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Roth Mkm reiterated a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research note on Monday, May 4th. Citigroup reiterated a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Raymond James Financial reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note 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 issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Price Performance

ORLY opened at $90.46 on Thursday. The business has a fifty day simple moving average of $91.67 and a 200 day simple moving average of $93.46. The company has a market capitalization of $74.97 billion, a PE ratio of 29.56, a price-to-earnings-growth ratio of 1.97 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The business 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 firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, 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 of the company’s stock, valued at $165,013.20. The trade was a 97.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. 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.