O'Reilly Automotive, Inc. $ORLY Shares Sold by Foster Victor Wealth Advisors LLC

Key Points

• Foster Victor Wealth Advisors reduced its stake in O'Reilly by 10.3%, selling 23,629 shares to hold 206,386 shares valued at $19.545 million (about 1.2% of its portfolio).
• Analyst sentiment is broadly positive with a MarketBeat average rating of "Moderate Buy" and an average target of $110.26 (one Strong Buy, 18 Buy, 2 Hold), though several firms recently trimmed targets into the mid-$90s to low-$100s.
• O'Reilly reported Q results with EPS of $0.71 (vs. $0.72 est.) and revenue of $4.41B (beat), set FY2026 guidance of $3.10–$3.20 EPS, and its shares trade around $93.52 within a 52-week range of $86.77–$108.71.

Foster Victor Wealth Advisors LLC reduced its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 10.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 206,386 shares of the specialty retailer's stock after selling 23,629 shares during the period. O'Reilly Automotive accounts for about 1.2% of Foster Victor Wealth Advisors LLC's portfolio, making the stock its 21st largest holding. Foster Victor Wealth Advisors LLC's holdings in O'Reilly Automotive were worth $19,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Bridgewater Advisors Inc. raised its position in shares of O'Reilly Automotive by 2.9% during the 4th quarter. Bridgewater Advisors Inc. now owns 7,153 shares of the specialty retailer's stock valued at $649,000 after buying an additional 199 shares during the period. Freestone Capital Holdings LLC raised its position in shares of O'Reilly Automotive by 28.0% during the 4th quarter. Freestone Capital Holdings LLC now owns 2,439 shares of the specialty retailer's stock valued at $222,000 after buying an additional 534 shares during the period. Assetmark Inc. raised its position in shares of O'Reilly Automotive by 8.1% during the 4th quarter. Assetmark Inc. now owns 388,841 shares of the specialty retailer's stock valued at $35,466,000 after buying an additional 29,081 shares during the period. Patten Group Inc. purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $544,000. Finally, Eagle Bay Advisors LLC purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $25,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on ORLY. JPMorgan Chase & Co. reduced their price target on shares of O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Wolfe Research raised shares of O'Reilly Automotive from a "hold" rating to a "strong-buy" rating in a research report on Monday, December 22nd. Robert W. Baird lowered shares of O'Reilly Automotive from an "outperform" rating to a "neutral" rating and set a $96.00 price target on the stock. in a research report on Friday, February 6th. Truist Financial set a $107.00 price target on shares of O'Reilly Automotive and gave the company a "buy" rating in a research report on Friday, February 6th. Finally, Royal Bank Of Canada set a $109.00 price target on shares of O'Reilly Automotive and gave the company an "outperform" rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $110.26.

O'Reilly Automotive Stock Down 0.5%

Shares of NASDAQ ORLY opened at $93.52 on Wednesday. The firm has a market cap of $78.25 billion, a price-to-earnings ratio of 31.56, a PEG ratio of 2.08 and a beta of 0.60. O'Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71. The business's 50 day moving average is $92.72 and its two-hundred day moving average is $95.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) 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 analysts' expectations of $4.39 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $9.50 EPS. 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 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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