Annex Advisory Services LLC Has $39.19 Million Stake in O'Reilly Automotive, Inc. $ORLY

Key Points

• Annex Advisory Services LLC trimmed its stake in O'Reilly Automotive by 27.8%, selling 165,220 shares and retaining 429,714 shares worth $39.19 million at the end of the quarter.
• O'Reilly reported Q4 EPS of $0.71, missing estimates by $0.01 while revenue rose 7.8% to $4.41 billion, and set FY2026 guidance at 3.10–3.20 EPS.
• Analysts maintain a consensus rating of "Moderate Buy" with an average price target of $110.26; the stock trades at a PE of 31.56 and a market cap of $78.25 billion.

Annex Advisory Services LLC trimmed its position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 27.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 429,714 shares of the specialty retailer's stock after selling 165,220 shares during the quarter. Annex Advisory Services LLC owned 0.05% of O'Reilly Automotive worth $39,194,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ORLY. Bridgewater Advisors Inc. raised its position in O'Reilly Automotive by 2.9% in the 4th quarter. Bridgewater Advisors Inc. now owns 7,153 shares of the specialty retailer's stock valued at $649,000 after buying an additional 199 shares during the last quarter. Freestone Capital Holdings LLC raised its position in O'Reilly Automotive by 28.0% in the 4th quarter. Freestone Capital Holdings LLC now owns 2,439 shares of the specialty retailer's stock valued at $222,000 after buying an additional 534 shares during the last quarter. Assetmark Inc. raised its position in O'Reilly Automotive by 8.1% in the 4th quarter. Assetmark Inc. now owns 388,841 shares of the specialty retailer's stock valued at $35,466,000 after buying an additional 29,081 shares during the last quarter. Patten Group Inc. purchased a new stake in O'Reilly Automotive in the 4th quarter valued at $544,000. Finally, Eagle Bay Advisors LLC purchased a new stake in O'Reilly Automotive in the 4th quarter valued at $25,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O'Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $93.52 on Wednesday. The company has a market capitalization of $78.25 billion, a PE ratio of 31.56, a price-to-earnings-growth ratio of 2.08 and a beta of 0.60. The business has a fifty day moving average price of $92.72 and a two-hundred day moving average price of $95.71. O'Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.72 by ($0.01). The business had revenue of $4.41 billion during 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%. The firm's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter last year, the company earned $9.50 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Morgan Stanley set a $108.00 price target on O'Reilly Automotive in a research report on Monday, February 9th. UBS Group set a $114.00 price target on O'Reilly Automotive in a research report on Friday, February 6th. DA Davidson reissued a "buy" rating and issued a $110.00 price target on shares of O'Reilly Automotive in a research report on Tuesday, February 3rd. JPMorgan Chase & Co. reduced their price objective on O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a research note on Friday, February 6th. Finally, Roth Mkm restated a "buy" rating on shares of O'Reilly Automotive in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $110.26.

About O'Reilly Automotive

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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