Third View Private Wealth LLC Invests $2.61 Million in O'Reilly Automotive, Inc. $ORLY

Key Points

• Third View Private Wealth LLC opened a new Q4 position in O'Reilly Automotive (NASDAQ:ORLY), buying 28,645 shares worth about $2.61 million, in a stock that is ~85% owned by institutional investors.
• Analyst consensus rates ORLY as a Moderate Buy with a $110.26 average price target; most analysts issue Buy/Outperform ratings (1 Strong Buy, 18 Buy, 2 Hold).
• In the latest quarter O'Reilly reported $0.71 EPS (missed by $0.01) and $4.41B revenue (up 7.8% YoY and ahead of estimates), and set FY2026 guidance of $3.10–$3.20 EPS.

Third View Private Wealth LLC bought a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 28,645 shares of the specialty retailer's stock, valued at approximately $2,613,000.

A number of other hedge funds have also modified their holdings of ORLY. Sivia Capital Partners LLC raised its holdings in shares of O'Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock worth $319,000 after buying an additional 3,262 shares in the last quarter. NewEdge Advisors LLC grew its position in O'Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock worth $6,262,000 after acquiring an additional 65,067 shares during the last quarter. Sei Investments Co. grew its position in O'Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock worth $50,502,000 after acquiring an additional 444,371 shares during the last quarter. BNP Paribas grew its position in O'Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock worth $35,000 after acquiring an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its position in O'Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock worth $44,950,000 after acquiring an additional 464,536 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms recently commented on ORLY. Weiss Ratings restated a "buy (b-)" rating on shares of O'Reilly Automotive in a research report on Wednesday, January 28th. DA Davidson restated a "buy" rating and set a $110.00 price target on shares of O'Reilly Automotive in a research report on Tuesday, February 3rd. Citigroup decreased their price target on O'Reilly Automotive from $114.00 to $110.00 and set a "buy" rating on the stock in a research report on Monday, February 9th. Royal Bank Of Canada set a $109.00 price target on O'Reilly Automotive and gave the stock an "outperform" rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. decreased their price target on 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. One equities research 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $110.26.

O'Reilly Automotive Trading Up 1.1%

Shares of NASDAQ ORLY opened at $94.01 on Tuesday. The company has a market cap of $78.66 billion, a PE ratio of 31.72, a P/E/G ratio of 2.06 and a beta of 0.60. The company has a 50-day moving average of $92.79 and a two-hundred day moving average of $95.80. O'Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 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 the consensus estimate 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 quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $9.50 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, equities research analysts forecast that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

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.

Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.