Wealth Enhancement Trust Services Inc. Trims Stock Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Wealth Enhancement Trust Services cut its O’Reilly Automotive position by 52.3% in the third quarter, selling 11,859 shares and retaining 10,820 shares valued at approximately $924,000.
• Institutional investors own about 85% of ORLY, while several major firms—including BlackRock and Bank of New York Mellon—recently established or increased positions.
• O’Reilly reported 8.1% year-over-year revenue growth and earnings in line with estimates; analysts maintain a “Moderate Buy” consensus with an average price target of $106.50, despite some target-price reductions and insider selling.

Wealth Enhancement Trust Services Inc. cut its position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 52.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,820 shares of the specialty retailer's stock after selling 11,859 shares during the quarter. Wealth Enhancement Trust Services Inc.'s holdings in O'Reilly Automotive were worth $924,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of O'Reilly Automotive during the second quarter worth about $5,950,042,000. Bank of New York Mellon Corp acquired a new position in shares of O'Reilly Automotive in the second quarter valued at approximately $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of O'Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer's stock valued at $859,169,000 after buying an additional 141,915 shares during the period. Amundi raised its holdings in O'Reilly Automotive by 19.7% in the 1st quarter. Amundi now owns 8,497,984 shares of the specialty retailer's stock valued at $784,449,000 after buying an additional 1,397,671 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in O'Reilly Automotive by 10.7% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 8,015,058 shares of the specialty retailer's stock worth $731,053,000 after buying an additional 773,673 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O'Reilly Automotive Stock Performance

O'Reilly Automotive stock opened at $84.61 on Thursday. The stock has a market capitalization of $68.45 billion, a price-to-earnings ratio of 26.95, a PEG ratio of 2.11 and a beta of 0.54. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $104.06. The stock's 50 day moving average price is $88.01 and its two-hundred day moving average price is $89.37.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The company had revenue of $4.89 billion during 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 company's quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts forecast that O'Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on ORLY shares. Raymond James Financial reissued an "outperform" rating and set a $110.00 target price on shares of O'Reilly Automotive in a report on Friday, July 31st. Wells Fargo & Company set a $100.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 24th. TD Cowen cut their price target on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a report on Friday, July 31st. Weiss Ratings cut shares of O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, August 27th. Finally, The Goldman Sachs Group restated a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, O'Reilly Automotive currently has a consensus rating of "Moderate Buy" and an average price target of $106.50.

Insider Buying and Selling

In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,000 shares of O'Reilly Automotive stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares of the company's stock, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,000 shares of company stock valued at $550,530 over the last ninety days. 0.77% of the stock is owned by corporate insiders.

O'Reilly Automotive Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O'Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O'Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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