Clearstead Trust LLC Makes New Investment in O'Reilly Automotive, Inc. $ORLY

Key Points

• Clearstead Trust LLC acquired 12,345 shares of O’Reilly Automotive in the second quarter, valued at approximately $1.14 million. Institutional investors collectively own about 85% of the company.
• Analysts maintain a favorable outlook, with a consensus rating of “Moderate Buy” and an average price target of $107.24; Morgan Stanley lowered its target to $108, while Citigroup raised its target to $106.
• O’Reilly reported quarterly EPS of $0.86 and revenue of $4.89 billion, with revenue up 8.1% year over year. However, insiders sold 93,395 shares worth $8.63 million over the past three months, while the stock recently opened at $91.05.

Clearstead Trust LLC acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 12,345 shares of the specialty retailer's stock, valued at approximately $1,137,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Caldwell Trust Co grew its position in O'Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer's stock valued at $1,198,000 after acquiring an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services lifted its holdings in shares of O'Reilly Automotive by 26.8% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock valued at $5,381,000 after acquiring an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in shares of O'Reilly Automotive in the 4th quarter valued at $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of O'Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer's stock valued at $169,019,000 after purchasing an additional 115,447 shares in the last quarter. Finally, Swiss National Bank grew its holdings in shares of O'Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock worth $228,670,000 after purchasing an additional 152,100 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

ORLY has been the subject of a number of recent analyst reports. Morgan Stanley dropped their target price on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Evercore restated an "outperform" rating and issued a $115.00 price target on shares of O'Reilly Automotive in a research report on Friday, May 1st. DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price objective on shares of O'Reilly Automotive in a report on Thursday, April 30th. Finally, Citigroup reiterated a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $107.24.

Insider Buying and Selling at O'Reilly Automotive

In related news, Director John Raymond Murphy sold 2,595 shares of the firm's stock in a transaction that occurred on Monday, May 18th. The shares were 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 $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares of the company's stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 93,395 shares of company stock valued at $8,632,743 over the last three months. Insiders own 0.77% of the company's stock.

O'Reilly Automotive Stock Down 1.7%

O'Reilly Automotive stock opened at $91.05 on Friday. The stock has a 50-day simple moving average of $88.91 and a 200 day simple moving average of $91.41. O'Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The stock has a market capitalization of $73.66 billion, a price-to-earnings ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts' consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company's revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.27 EPS for the current year.

O'Reilly Automotive News Summary

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O'Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O'Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O'Reilly’s earnings outlook. O'Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O'Reilly Automotive analyst estimate revisions

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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