QRG Capital Management Inc. Grows Stock Holdings in O’Reilly Automotive, Inc. $ORLY

QRG Capital Management Inc. lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,625 shares of the specialty retailer’s stock after acquiring an additional 6,185 shares during the quarter. QRG Capital Management Inc.’s holdings in O’Reilly Automotive were worth $4,435,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $25,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive during the 3rd quarter worth about $31,000. Westfuller Advisors LLC bought a new position in O’Reilly Automotive during the 3rd quarter worth about $32,000. United Community Bank increased its position in O’Reilly Automotive by 75.0% during the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $34,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on ORLY shares. JPMorgan Chase & Co. lowered their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Citigroup reissued a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. DA Davidson increased their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. 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 stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $112.00.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $94.78 on Thursday. The stock has a market cap of $79.30 billion, a PE ratio of 30.97, a price-to-earnings-growth ratio of 2.10 and a beta of 0.58. The stock has a 50-day moving average of $92.53 and a two-hundred day moving average of $94.75. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data 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 firm had revenue of $4.56 billion for 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 company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

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.