O'Reilly Automotive, Inc. $ORLY Stock Position Lessened by IFP Advisors Inc

Key Points

• IFP Advisors reduced its O’Reilly Automotive position by 31% in the third quarter, selling 17,009 shares and retaining 37,860 shares valued at approximately $3.23 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analyst estimates. The company maintained fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts remain broadly positive, giving ORLY a consensus rating of “Moderate Buy” and an average price target of $107.32, compared with the stock’s reported price of $90.02.

IFP Advisors Inc trimmed its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 31.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 37,860 shares of the specialty retailer's stock after selling 17,009 shares during the quarter. IFP Advisors Inc's holdings in O'Reilly Automotive were worth $3,234,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Counterpoint Mutual Funds LLC bought a new stake in shares of O'Reilly Automotive in the third quarter valued at approximately $260,000. Forbes J M & Co. LLP grew its position in O'Reilly Automotive by 0.5% during the third quarter. Forbes J M & Co. LLP now owns 74,920 shares of the specialty retailer's stock worth $6,399,000 after buying an additional 398 shares in the last quarter. Mosley Wealth Management grew its position in O'Reilly Automotive by 52.0% during the third quarter. Mosley Wealth Management now owns 427 shares of the specialty retailer's stock worth $38,000 after buying an additional 146 shares in the last quarter. WealthBridge Capital Management LLC increased its stake in O'Reilly Automotive by 1.6% during the 3rd quarter. WealthBridge Capital Management LLC now owns 8,106 shares of the specialty retailer's stock worth $692,000 after acquiring an additional 125 shares during the period. Finally, Cyndeo Wealth Partners LLC increased its stake in O'Reilly Automotive by 34.5% during the 3rd quarter. Cyndeo Wealth Partners LLC now owns 42,678 shares of the specialty retailer's stock worth $3,645,000 after acquiring an additional 10,950 shares during the period. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Trading Up 1.1%

ORLY stock opened at $90.02 on Wednesday. The stock has a market capitalization of $72.82 billion, a P/E ratio of 28.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.54. O'Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $102.46. The firm has a 50-day moving average price of $87.32 and a 200-day moving average price of $89.20.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts' consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm's quarterly revenue was up 8.1% compared to the same quarter last year. During the same period last year, the company posted $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O'Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year.

Insider Activity at O'Reilly Automotive

In related news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company's stock, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Thomas Hendrickson sold 1,000 shares of the business's stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 6,000 shares of company stock valued at $550,530 in the last quarter. Insiders own 0.77% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Wells Fargo & Company set a $100.00 price objective on O'Reilly Automotive and gave the company an "overweight" rating in a report on Friday, July 24th. Raymond James Financial reiterated an "outperform" rating and set a $110.00 target price (down from $115.00) on shares of O'Reilly Automotive in a research report on Friday, July 31st. Sanford C. Bernstein assumed coverage on O'Reilly Automotive in a report on Tuesday, September 29th. They set a "market perform" rating and a $94.00 target price on the stock. BNP Paribas Exane reduced their target price on O'Reilly Automotive from $116.00 to $115.00 and set an "outperform" rating on the stock in a report on Friday, July 31st. Finally, Royal Bank Of Canada restated an "outperform" rating and issued a $111.00 price target (up from $110.00) on shares of O'Reilly Automotive in a research report on Tuesday. Sixteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $107.32.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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