First National Bank of Omaha Grows Position in O’Reilly Automotive, Inc. $ORLY

First National Bank of Omaha increased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 98,939 shares of the specialty retailer’s stock after acquiring an additional 5,711 shares during the quarter. First National Bank of Omaha’s holdings in O’Reilly Automotive were worth $9,026,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the business. Alchemi Wealth LLC purchased a new stake in O’Reilly Automotive in the fourth quarter worth about $284,000. Martingale Asset Management L P purchased a new stake in O’Reilly Automotive in the fourth quarter worth about $249,000. Dynamic Technology Lab Private Ltd lifted its stake in O’Reilly Automotive by 109.7% in the fourth quarter. Dynamic Technology Lab Private Ltd now owns 15,163 shares of the specialty retailer’s stock worth $1,383,000 after acquiring an additional 7,932 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in O’Reilly Automotive by 16.3% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,646,927 shares of the specialty retailer’s stock worth $697,476,000 after acquiring an additional 1,072,935 shares during the period. Finally, Wells Fargo & Company MN lifted its stake in O’Reilly Automotive by 0.4% in the fourth quarter. Wells Fargo & Company MN now owns 3,694,558 shares of the specialty retailer’s stock worth $336,981,000 after acquiring an additional 13,072 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have 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 Stock Performance

Shares of O’Reilly Automotive stock opened at $91.02 on Friday. The company has a market capitalization of $75.43 billion, a PE ratio of 29.75, a P/E/G ratio of 1.99 and a beta of 0.53. The company has a 50-day simple moving average of $91.60 and a two-hundred day simple moving average of $93.37. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71.

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 analysts’ consensus estimates 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 net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of recent research reports. Roth Mkm reiterated a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a report on Monday, May 4th. Mizuho boosted their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. UBS Group boosted their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. 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 stock. According to MarketBeat, O’Reilly Automotive has a consensus 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.