O'Reilly Automotive, Inc. $ORLY Shares Sold by M&T Bank Corp

Key Points

• M&T Bank Corp cut its position in O'Reilly by 97.2% in Q4, selling 126,397 shares and leaving it with 3,662 shares valued at about $334,000.
• Analyst sentiment is positive — the consensus rating is a Moderate Buy with a $112.16 target, and multiple firms (including UBS) recently reiterated buy/outperform ratings while UBS raised its target to $120.
• O'Reilly beat the latest quarter's estimates with $0.72 EPS (vs. $0.69 expected) and $4.56B revenue (vs. $4.46B expected), and issued FY2026 guidance of $3.150–3.250 EPS (consensus ~3.22).

M&T Bank Corp decreased its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 97.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,662 shares of the specialty retailer's stock after selling 126,397 shares during the period. M&T Bank Corp's holdings in O'Reilly Automotive were worth $334,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Eagle Bay Advisors LLC acquired a new position in O'Reilly Automotive during the fourth quarter worth approximately $25,000. True Wealth Design LLC grew its stake 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 worth $29,000 after buying an additional 152 shares during the period. IAG Wealth Partners LLC purchased a new stake in O'Reilly Automotive during the third quarter worth approximately $31,000. Westfuller Advisors LLC purchased a new stake in O'Reilly Automotive during the third quarter worth approximately $32,000. Finally, United Community Bank grew its stake in O'Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer's stock worth $34,000 after buying an additional 135 shares during the period. Institutional investors and hedge funds own 85.00% of the company's stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several research reports. Royal Bank Of Canada reiterated an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, April 24th. Roth Mkm reiterated a "buy" rating on shares of O'Reilly Automotive in a research note on Wednesday, February 4th. Raymond James Financial reiterated an "outperform" rating and set a $115.00 price objective on shares of O'Reilly Automotive in a research note on Friday. UBS Group boosted their price objective on shares of O'Reilly Automotive from $114.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday. Finally, Citigroup reiterated a "buy" rating and set a $115.00 price objective (up from $110.00) on shares of O'Reilly Automotive in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.16.

O'Reilly Automotive Trading Down 0.0%

Shares of ORLY stock opened at $96.64 on Monday. The company has a market capitalization of $80.86 billion, a PE ratio of 31.58, a price-to-earnings-growth ratio of 2.14 and a beta of 0.58. The firm has a fifty day simple moving average of $92.51 and a 200-day simple moving average of $94.85. 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 announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during 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 business's quarterly revenue was up 10.2% compared to the same quarter last year. During the same period 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. Equities research analysts predict that O'Reilly Automotive, Inc. will post 3.22 EPS for the current 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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