First National Bank of Mount Dora Trust Investment Services Boosts Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• First National Bank of Mount Dora Trust Investment Services increased its O'Reilly Automotive stake by 26.8% in the first quarter, bringing its holdings to 58,297 shares valued at approximately $5.38 million. Institutional investors collectively own about 85% of the company.
• O'Reilly reported quarterly revenue of $4.89 billion, ahead of the $4.86 billion consensus estimate, while EPS of $0.86 matched expectations and rose from $0.78 year over year. Revenue increased 8.1% year over year.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $108.44 versus a recent share price of $89.35; however, company insiders sold roughly $9.8 million of stock over the past three months.

First National Bank of Mount Dora Trust Investment Services lifted its position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 26.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,297 shares of the specialty retailer's stock after purchasing an additional 12,316 shares during the period. First National Bank of Mount Dora Trust Investment Services' holdings in O'Reilly Automotive were worth $5,381,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new stake in O'Reilly Automotive during the 4th quarter valued at $25,000. Tucker Asset Management LLC acquired a new position in O'Reilly Automotive in the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in O'Reilly Automotive in the 4th quarter valued at about $27,000. Whipplewood Advisors LLC boosted its position in O'Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock valued at $29,000 after buying an additional 295 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its stake in shares of O'Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after acquiring an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O'Reilly Automotive Stock Performance

ORLY opened at $89.35 on Monday. The company has a market capitalization of $74.05 billion, a P/E ratio of 28.46, a PEG ratio of 1.96 and a beta of 0.51. The company has a 50-day moving average of $88.18 and a 200-day moving average of $91.65. O'Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analysts' expectations 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 quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts expect that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Activity

In other O'Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares of the company's stock, valued at $354,680. This trade represents a 39.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares of the company's stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last three months. Company insiders own 0.77% of the company's stock.

Trending Headlines about O'Reilly Automotive

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

• Positive Sentiment: O'Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O'Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O'Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O'Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales
• Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O'Reilly Is Ramping Up Repurchases
• Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target.
• Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions.

Analyst Ratings Changes

ORLY has been the topic of a number of analyst reports. Truist Financial set a $108.00 target price on O'Reilly Automotive in a research report on Thursday, April 30th. Weiss Ratings downgraded O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, July 23rd. Mizuho raised their price objective on O'Reilly Automotive from $105.00 to $110.00 and gave the company an "outperform" rating in a research note on Friday, May 8th. Evercore restated an "outperform" rating and set a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 target price on O'Reilly Automotive in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $108.44.

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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