One Wealth Advisors LLC Takes Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• One Wealth Advisors initiated a position in O’Reilly Automotive by purchasing 11,654 shares worth approximately $1.07 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly EPS of $0.86, in line with estimates, while revenue of $4.89 billion exceeded forecasts and grew 8.1% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $107.24.
• Insiders have been selling shares, including two senior vice presidents who sharply reduced their holdings; insiders sold 93,395 shares worth about $8.63 million over the last quarter.

One Wealth Advisors LLC bought a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,654 shares of the specialty retailer's stock, valued at approximately $1,073,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Caldwell Trust Co raised its holdings in shares of O'Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer's stock worth $1,198,000 after buying an additional 12,167 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services boosted its stake in O'Reilly Automotive by 26.8% in the 1st 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 buying an additional 12,316 shares in the last quarter. Jefferies Financial Group Inc. acquired a new stake in O'Reilly Automotive in the 4th quarter valued at $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in O'Reilly Automotive by 6.6% in the fourth 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 acquiring an additional 115,447 shares during the period. Finally, Swiss National Bank grew its position in O'Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock valued at $228,670,000 after acquiring an additional 152,100 shares during the period. 85.00% of the stock is owned by institutional investors.

O'Reilly Automotive News Roundup

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

Insider Activity

In other O'Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares of the company's stock, valued at $165,013.20. This represents a 97.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company's stock, valued at $17,577. The trade was a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 93,395 shares of company stock worth $8,632,743. 0.77% of the stock is currently owned by insiders.

O'Reilly Automotive Stock Performance

Shares of ORLY opened at $91.05 on Friday. The stock has a fifty day moving average price of $88.91 and a two-hundred day moving average price of $91.41. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The company has a market cap of $73.66 billion, a price-to-earnings ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted 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 company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business's revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, research analysts predict that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of analyst reports. Wells Fargo & Company set a $100.00 price objective on O'Reilly Automotive in a report on Friday, July 24th. Robert W. Baird set a $100.00 target price on shares of O'Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 target price on shares of O'Reilly Automotive in a research report on Wednesday, July 15th. UBS Group reissued a "buy" rating on shares of O'Reilly Automotive in a report on Friday, July 31st. Finally, Morgan Stanley reduced their price target on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, O'Reilly Automotive has a consensus rating of "Moderate Buy" and an average price target of $107.24.

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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