M&T Bank Corp Buys 11,615 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• M&T Bank raised its stake in O'Reilly Automotive by 8.9% in Q4, buying 11,615 shares to hold 141,674 shares worth $12,921,000, according to its latest 13F filing.
• O'Reilly beat quarterly estimates with $0.72 EPS (vs. $0.69) and $4.56B revenue (vs. $4.46B), with revenue up 10.2% year‑over‑year and FY2026 guidance of $3.15–$3.25 EPS.
• About 85% institutional ownership and an average analyst sentiment of "Moderate Buy" with a $112 target (1 Strong Buy, 18 Buy, 2 Hold) underscore continued professional confidence.

M&T Bank Corp lifted its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 8.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,674 shares of the specialty retailer's stock after purchasing an additional 11,615 shares during the quarter. M&T Bank Corp's holdings in O'Reilly Automotive were worth $12,921,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Eagle Wealth Advisors LLC bought a new stake in shares of O'Reilly Automotive in the 4th quarter worth approximately $200,000. Ashton Thomas Private Wealth LLC boosted its position in shares of O'Reilly Automotive by 8.2% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 8,961 shares of the specialty retailer's stock worth $817,000 after purchasing an additional 680 shares in the last quarter. First National Bank of Hutchinson boosted its position in shares of O'Reilly Automotive by 2.0% in the 4th quarter. First National Bank of Hutchinson now owns 14,473 shares of the specialty retailer's stock worth $1,320,000 after purchasing an additional 281 shares in the last quarter. Anchyra Partners LLC bought a new stake in shares of O'Reilly Automotive in the 4th quarter worth approximately $458,000. Finally, Aprio Wealth Management LLC boosted its position in shares of O'Reilly Automotive by 81.3% in the 4th quarter. Aprio Wealth Management LLC now owns 6,101 shares of the specialty retailer's stock worth $556,000 after purchasing an additional 2,735 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Wells Fargo & Company reissued an "overweight" rating and issued a $110.00 price target (up from $105.00) on shares of O'Reilly Automotive in a research report on Thursday, April 30th. Robert W. Baird set a $110.00 target price on shares of O'Reilly Automotive in a research note on Friday. Weiss Ratings reiterated a "buy (b-)" rating on shares of O'Reilly Automotive in a research note on Monday, April 27th. Evercore reiterated an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a research note on Friday. Finally, Roth Mkm restated a "buy" rating and issued a $109.00 price target on shares of O'Reilly Automotive in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $112.00.

O'Reilly Automotive Stock Up 1.1%

Shares of O'Reilly Automotive stock opened at $95.00 on Wednesday. The company has a market cap of $79.49 billion, a price-to-earnings ratio of 31.05, a price-to-earnings-growth ratio of 2.08 and a beta of 0.58. The company's 50 day moving average is $92.54 and its 200 day moving average is $94.80. O'Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm's revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $9.35 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts expect that O'Reilly Automotive, Inc. will post 3.23 EPS for the current fiscal year.

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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