Gamco Investors INC. ET AL Sells 15,233 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Gamco Investors reduced its stake in O'Reilly by 2.4%, selling 15,233 shares and now holds 622,187 shares worth about $67.08 million, making ORLY roughly 0.6% of Gamco's portfolio and its 26th-largest position.
• O'Reilly's latest quarter slightly missed EPS at $0.71 vs. $0.72 consensus but beat revenue at $4.41B (up 7.8% year-over-year), and the company set FY2026 guidance of $3.10–$3.20 EPS.
• The stock has a market cap of $79.25B and a P/E of 31.9, with institutional ownership around 85%; analysts hold a consensus "Moderate Buy" rating and an average price target of $110.26.

Gamco Investors INC. ET AL cut its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 622,187 shares of the specialty retailer's stock after selling 15,233 shares during the period. O'Reilly Automotive comprises approximately 0.6% of Gamco Investors INC. ET AL's portfolio, making the stock its 26th largest position. Gamco Investors INC. ET AL owned about 0.07% of O'Reilly Automotive worth $67,078,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in ORLY. Nemes Rush Group LLC raised its position in 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 valued at $28,000 after purchasing an additional 294 shares in the last quarter. True Wealth Design LLC boosted its holdings in shares of O'Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock worth $29,000 after purchasing an additional 152 shares in the last quarter. Aspect Partners LLC increased its position in shares of O'Reilly Automotive by 3,036.4% during the 2nd quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer's stock valued at $31,000 after purchasing an additional 334 shares during the last quarter. Bell Investment Advisors Inc increased its position in shares of O'Reilly Automotive by 1,400.0% during the 2nd quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer's stock valued at $31,000 after purchasing an additional 322 shares during the last quarter. Finally, IAG Wealth Partners LLC purchased a new position in shares of O'Reilly Automotive during the 3rd quarter valued at about $31,000. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Price Performance

Shares of ORLY stock opened at $94.52 on Friday. The stock has a market capitalization of $79.25 billion, a PE ratio of 31.90, a P/E/G ratio of 2.10 and a beta of 0.63. O'Reilly Automotive, Inc. has a 1-year low of $85.55 and a 1-year high of $108.71. The business has a 50-day moving average of $94.65 and a 200 day moving average of $98.25.

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

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on ORLY. Weiss Ratings restated a "buy (b-)" rating on shares of O'Reilly Automotive in a research report on Wednesday, January 28th. Wolfe Research raised shares of O'Reilly Automotive from a "hold" rating to a "strong-buy" rating in a research note on Monday, December 22nd. Roth Mkm restated a "buy" rating on shares of O'Reilly Automotive in a report on Wednesday, February 4th. Citigroup cut 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 research note on Monday, February 9th. Finally, Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, January 30th. 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. Based on data from MarketBeat.com, O'Reilly Automotive has a consensus rating of "Moderate Buy" and an average price target of $110.26.

O'Reilly Automotive 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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