Bowie Capital Management LLC Has $71.92 Million Stock Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• Bowie Capital Management increased its stake in O'Reilly Automotive by 2.8% in Q3 to 667,093 shares worth $71.92 million, representing about 3.1% of Bowie’s portfolio and roughly 0.08% of O'Reilly's outstanding shares.
• O'Reilly's most recent quarter showed $0.71 EPS (a $0.01 miss) and $4.41 billion in revenue (beat estimates), with revenue up 7.8% year‑over‑year and FY2026 guidance of EPS $3.10–$3.20.
• Analysts maintain a generally positive view—MarketBeat shows a consensus "Moderate Buy" with an average price target of $110.26 (distribution: 1 Strong Buy, 18 Buy, 2 Hold).

Bowie Capital Management LLC increased its position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 2.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 667,093 shares of the specialty retailer's stock after acquiring an additional 18,433 shares during the quarter. O'Reilly Automotive comprises about 3.1% of Bowie Capital Management LLC's investment portfolio, making the stock its 18th largest position. Bowie Capital Management LLC owned approximately 0.08% of O'Reilly Automotive worth $71,919,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in ORLY. True Wealth Design LLC lifted its position in O'Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock valued at $29,000 after purchasing an additional 152 shares during the period. IAG Wealth Partners LLC acquired a new stake in shares of O'Reilly Automotive during the 3rd quarter worth approximately $31,000. Westfuller Advisors LLC acquired a new stake in shares of O'Reilly Automotive during the 3rd quarter worth approximately $32,000. Nemes Rush Group LLC raised its stake in shares of O'Reilly Automotive by 1,400.0% during the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer's stock worth $28,000 after buying an additional 294 shares during the last quarter. Finally, United Community Bank lifted its holdings in O'Reilly Automotive by 75.0% in the third quarter. United Community Bank now owns 315 shares of the specialty retailer's stock valued at $34,000 after buying an additional 135 shares during the period. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Stock Up 0.2%

Shares of ORLY stock opened at $94.52 on Friday. O'Reilly Automotive, Inc. has a 12-month low of $85.55 and a 12-month high of $108.71. The firm has a fifty day moving average of $94.65 and a 200-day moving average of $98.22. The firm has a market capitalization of $79.25 billion, a price-to-earnings ratio of 31.90, a price-to-earnings-growth ratio of 2.11 and a beta of 0.63.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $4.41 billion for 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%.The business's quarterly revenue was up 7.8% compared to the same quarter last year. During the same period 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. Research analysts expect that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of recent research reports. Truist Financial set a $107.00 price objective on shares of O'Reilly Automotive and gave the company a "buy" rating in a research note on Friday, February 6th. Evercore reissued an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, January 30th. Robert W. Baird lowered O'Reilly Automotive from an "outperform" rating to a "neutral" rating and set a $96.00 price target on the stock. in a research report on Friday, February 6th. DA Davidson reaffirmed a "buy" rating and set a $110.00 price objective on shares of O'Reilly Automotive in a research note on Tuesday, February 3rd. Finally, UBS Group set a $114.00 price objective on O'Reilly Automotive in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock has an average 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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