Caldwell Trust Co Has $1.20 Million Stock Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Caldwell Trust Co increased its stake in O'Reilly Automotive by 1,255.6%, acquiring 12,167 shares to hold 13,136 shares worth about $1.20 million.
• O'Reilly reported quarterly EPS of $0.71 (missing estimates by $0.01) while revenue of $4.41 billion beat expectations and rose 7.8% year-over-year; the company set FY2026 guidance of 3.10–3.20 EPS (sell-side average 3.23).
• Analysts maintain a consensus "Moderate Buy" with an average price target of $110.26; the stock trades at a PE of 30.9, market cap ≈$76.6B, and about 85% of shares are institutionally owned.

Caldwell Trust Co lifted its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,255.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,136 shares of the specialty retailer's stock after acquiring an additional 12,167 shares during the quarter. Caldwell Trust Co's holdings in O'Reilly Automotive were worth $1,198,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of ORLY. Eagle Bay Advisors LLC acquired a new position in shares of O'Reilly Automotive in the fourth quarter worth $25,000. True Wealth Design LLC increased its stake in shares of 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 acquiring an additional 152 shares during the last quarter. IAG Wealth Partners LLC acquired a new position in shares of O'Reilly Automotive in the third quarter worth $31,000. Westfuller Advisors LLC acquired a new position in shares of O'Reilly Automotive in the third quarter worth $32,000. Finally, Financial Consulate Inc. acquired a new position in shares of O'Reilly Automotive in the third quarter worth $34,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O'Reilly Automotive Trading Down 0.4%

Shares of NASDAQ:ORLY opened at $91.57 on Wednesday. The stock has a market capitalization of $76.62 billion, a PE ratio of 30.90, a P/E/G ratio of 2.04 and a beta of 0.60. O'Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71. The firm has a fifty day moving average price of $92.43 and a 200 day moving average price of $94.95.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued 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 negative return on equity of 239.04% and a net margin of 14.27%.The company's revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $9.50 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, sell-side analysts forecast that O'Reilly Automotive, Inc. will post 3.23 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently issued reports on ORLY. Royal Bank Of Canada reiterated an "outperform" rating on shares of O'Reilly Automotive in a report on Friday. JPMorgan Chase & Co. decreased their price objective on shares of O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Truist Financial set a $107.00 price objective on shares of O'Reilly Automotive and gave the stock a "buy" rating in a report on Friday, February 6th. Citigroup decreased their price objective on shares of O'Reilly Automotive from $114.00 to $110.00 and set a "buy" rating for the company in a report on Monday, February 9th. Finally, Morgan Stanley set a $108.00 price objective on shares of O'Reilly Automotive in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $110.26.

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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