Vise Technologies Inc. Has $2.40 Million Stock Position in O’Reilly Automotive, Inc. $ORLY

Vise Technologies Inc. lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 27.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,272 shares of the specialty retailer’s stock after purchasing an additional 5,655 shares during the quarter. Vise Technologies Inc.’s holdings in O’Reilly Automotive were worth $2,396,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Vestmark Advisory Solutions Inc. boosted its stake in O’Reilly Automotive by 34.0% in the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Vanguard Group Inc. boosted its stake in O’Reilly Automotive by 0.6% in the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after buying an additional 436,563 shares in the last quarter. Caldwell Trust Co boosted its stake in O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after buying an additional 12,167 shares in the last quarter. Overbrook Management Corp boosted its stake in O’Reilly Automotive by 13.5% in the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after buying an additional 19,171 shares in the last quarter. Finally, Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter valued at about $3,908,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Up 2.2%

Shares of ORLY stock opened at $90.33 on Friday. The business’s 50-day moving average price is $91.78 and its 200-day moving average price is $93.69. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The firm has a market capitalization of $74.86 billion, a price-to-earnings ratio of 29.52, a PEG ratio of 1.99 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the firm posted $9.35 earnings per share. The business’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on ORLY. UBS Group raised their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Citigroup reissued a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company reissued an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Morgan Stanley reissued an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Buying and Selling

In related news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president directly owned 4,888 shares in the company, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by corporate insiders.

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.