Wellspring Financial Advisors LLC Invests $791,000 in O’Reilly Automotive, Inc. $ORLY

Wellspring Financial Advisors LLC bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,670 shares of the specialty retailer’s stock, valued at approximately $791,000.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of O’Reilly Automotive by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after buying an additional 458,613 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after acquiring an additional 372,896 shares during the period. Norges Bank purchased a new position in shares of O’Reilly Automotive during the 4th quarter worth about $1,134,311,000. Akre Capital Management LLC lifted its holdings in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the period. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock worth $851,747,000 after acquiring an additional 835,518 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. UBS Group lifted their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. TD Cowen reissued a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Evercore reissued an “outperform” rating and issued a $115.00 price objective 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 issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Trading Up 1.1%

Shares of NASDAQ ORLY opened at $90.46 on Thursday. O’Reilly Automotive, Inc. has a twelve month low of $85.35 and a twelve month high of $108.71. The firm has a 50-day moving average of $91.67 and a two-hundred day moving average of $93.46. The company has a market capitalization of $74.97 billion, a price-to-earnings ratio of 29.56, a PEG ratio of 1.97 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate 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 company 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 earnings per share. The business’s revenue for the quarter 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. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on 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 transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

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.