56,974 Shares in O'Reilly Automotive, Inc. $ORLY Purchased by Night Squared LP

Key Points

• Night Squared LP acquired a new position of 56,974 shares of O'Reilly (≈$6.14M) in Q3, making ORLY 2.2% of its holdings and its 18th largest position.
• O'Reilly's latest quarter showed EPS of $0.71 (missed estimates by $0.01) and revenue of $4.41B (+7.8% YoY), and the company set FY2026 guidance of 3.100–3.200 EPS.
• Analysts have a consensus "Moderate Buy" with an average target of $110.26; the stock trades with a ~$76.8B market cap, a P/E of about 30.9, and roughly 85% institutional ownership.

Night Squared LP acquired a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 56,974 shares of the specialty retailer's stock, valued at approximately $6,142,000. O'Reilly Automotive accounts for 2.2% of Night Squared LP's holdings, making the stock its 18th largest holding.

Several other large investors have also bought and sold shares of ORLY. True Wealth Design LLC grew its stake in O'Reilly Automotive by 127.7% in the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock worth $29,000 after purchasing an additional 152 shares during the period. IAG Wealth Partners LLC purchased a new position in O'Reilly Automotive during the third quarter valued at $31,000. Westfuller Advisors LLC purchased a new position in O'Reilly Automotive during the third quarter valued at $32,000. Nemes Rush Group LLC boosted its holdings in shares of O'Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer's stock valued at $28,000 after buying an additional 294 shares in the last quarter. Finally, United Community Bank boosted its holdings in shares of 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 buying an additional 135 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, January 30th. JPMorgan Chase & Co. reduced their target price on O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Roth Mkm restated a "buy" rating on shares of O'Reilly Automotive in a research note on Wednesday, February 4th. Robert W. Baird downgraded O'Reilly Automotive from an "outperform" rating to a "neutral" rating and set a $96.00 price target on the stock. in a report on Friday, February 6th. Finally, DA Davidson reaffirmed a "buy" rating and set a $110.00 price objective on shares of O'Reilly Automotive in a research report on Tuesday, February 3rd. One 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 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 Trading Down 1.5%

NASDAQ:ORLY opened at $91.54 on Friday. O'Reilly Automotive, Inc. has a 12 month low of $85.83 and a 12 month high of $108.71. The company has a market cap of $76.76 billion, a PE ratio of 30.89, a price-to-earnings-growth ratio of 2.07 and a beta of 0.63. The company has a 50 day simple moving average of $94.89 and a two-hundred day simple moving average of $97.93.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. O'Reilly Automotive's quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company earned $9.50 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Research analysts forecast that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

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.

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