O'Reilly Automotive, Inc. $ORLY Shares Bought by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. increased its stake in O'Reilly Automotive by 1.1% in Q4, adding 89,179 shares to hold 8,003,704 shares (about 0.95% of the company) valued at roughly $730 million.
• Analysts have a consensus rating of Moderate Buy with a consensus price target of $110.26, following recent upgrades and target moves from firms including Wolfe, UBS, JPMorgan and Citi.
• O'Reilly reported quarterly EPS of $0.71 (missing estimates by $0.01) and revenue of $4.41 billion (up 7.8% YoY), and issued FY2026 guidance of 3.10–3.20 EPS.

Massachusetts Financial Services Co. MA boosted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,003,704 shares of the specialty retailer's stock after purchasing an additional 89,179 shares during the period. Massachusetts Financial Services Co. MA owned about 0.95% of O'Reilly Automotive worth $730,018,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. True Wealth Design LLC lifted its position in O'Reilly Automotive by 127.7% during the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock valued at $29,000 after purchasing an additional 152 shares during the period. IAG Wealth Partners LLC acquired a new position in O'Reilly Automotive during the third quarter valued at $31,000. Westfuller Advisors LLC acquired a new position in O'Reilly Automotive during the third quarter valued at $32,000. Financial Consulate Inc. acquired a new position in O'Reilly Automotive during the third quarter valued at $34,000. Finally, United Community Bank lifted its position in O'Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer's stock valued at $34,000 after purchasing an additional 135 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ORLY has been the subject of a number of research reports. Wolfe Research upgraded shares of O'Reilly Automotive from a "hold" rating to a "strong-buy" rating in a research report on Monday, December 22nd. UBS Group set a $114.00 target price on shares of O'Reilly Automotive in a research report on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on shares of O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a research report on Friday, February 6th. Citigroup decreased 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 report on Monday, February 9th. Finally, Evercore reiterated an "outperform" rating on shares of O'Reilly Automotive in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $110.26.

O'Reilly Automotive Stock Performance

Shares of O'Reilly Automotive stock opened at $93.01 on Friday. The firm has a 50-day simple moving average of $92.87 and a two-hundred day simple moving average of $95.98. The company has a market cap of $77.82 billion, a P/E ratio of 31.39, a price-to-earnings-growth ratio of 2.09 and a beta of 0.60. O'Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts' consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O'Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company's revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the company posted $9.50 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities research analysts forecast that O'Reilly Automotive, Inc. will post 43.94 EPS for the current year.

O'Reilly Automotive Company 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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