O’Reilly Automotive, Inc. $ORLY Shares Bought by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 33.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 817,026 shares of the specialty retailer’s stock after acquiring an additional 204,637 shares during the quarter. Westfield Capital Management Co. LP owned about 0.10% of O’Reilly Automotive worth $88,084,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. State Street Corp raised its holdings in shares of O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after buying an additional 34,740,553 shares during the period. Geode Capital Management LLC lifted its position in O’Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock worth $2,130,866,000 after acquiring an additional 22,144,563 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in O’Reilly Automotive by 1,317.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after acquiring an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC grew its position in O’Reilly Automotive by 1,820.9% in the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock valued at $1,272,363,000 after acquiring an additional 13,382,074 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $91.44 on Thursday. The company has a market capitalization of $77.18 billion, a price-to-earnings ratio of 30.86, a price-to-earnings-growth ratio of 2.11 and a beta of 0.62. O’Reilly Automotive, Inc. has a one year low of $85.55 and a one year high of $108.71. The stock has a 50-day simple moving average of $94.38 and a 200 day simple moving average of $98.63.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.O’Reilly Automotive’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have recently commented on ORLY. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price for the company. in a research note on Friday, February 6th. DA Davidson reaffirmed a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, UBS Group set a $114.00 price target on O’Reilly Automotive in a research note on Friday, February 6th. One 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’s stock. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $110.26.

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.