Gateway Wealth Partners LLC Makes New $818,000 Investment in O’Reilly Automotive, Inc. $ORLY

Gateway Wealth Partners LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 8,865 shares of the specialty retailer’s stock, valued at approximately $818,000.

Several other hedge funds have also recently modified their holdings of the business. Welch Group LLC boosted its stake in shares of O’Reilly Automotive by 0.8% during the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after purchasing an additional 102 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its stake in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares in the last quarter. Capital Advisory Group Advisory Services LLC raised its stake in O’Reilly Automotive by 1.9% in the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after buying an additional 107 shares in the last quarter. Quadcap Wealth Management LLC lifted its holdings in O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares during the period. Finally, Moss Adams Wealth Advisors LLC boosted its position in O’Reilly Automotive by 3.8% during the 4th quarter. Moss Adams Wealth Advisors LLC now owns 3,004 shares of the specialty retailer’s stock valued at $274,000 after acquiring an additional 109 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 0.6%

Shares of ORLY opened at $90.63 on Thursday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The stock has a fifty day moving average price of $88.32 and a 200-day moving average price of $91.74. The firm has a market cap of $75.11 billion, a PE ratio of 29.62, a P/E/G ratio of 2.01 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the firm earned $0.78 EPS. The business’s quarterly revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. The trade was a 97.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 in the last 90 days. 0.77% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on ORLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. TD Cowen reaffirmed a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus price target of $110.22.

Key O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: O’Reilly reported record second-quarter revenue and earnings. Diluted EPS rose 10% year over year to $0.86, exceeding the Zacks consensus estimate of $0.85 and matching other estimates of $0.86. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable-store sales increased 6.0%, while total revenue grew 8.1% year over year, indicating continued demand for automotive aftermarket products. O’Reilly Automotive Reports Second Quarter 2026 Results
• Positive Sentiment: Capital returns and cash generation were strong: O’Reilly repurchased $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Fiscal 2026 EPS guidance of $3.20-$3.30 is centered at $3.25, essentially matching consensus. Revenue guidance of $18.9 billion-$19.2 billion also brackets the $19.1 billion consensus, offering limited evidence of an outlook upgrade. O’Reilly Automotive Guidance and Earnings Details
• Negative Sentiment: Because management did not materially raise its full-year outlook after the quarterly beat, investors may view the results as strong but already reflected in the valuation. That lack of an upside revision likely helps explain the stock’s softer response.

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.