Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Moody Lynn & Lieberson LLC Boosts Stock Position in O'Reilly Automotive, Inc. $ORLY
Moody Lynn & Lieberson LLC significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 3,124.6% in the third quarter, acquiring an additional 126,701 shares to hold a total of 130,756 shares valued at approximately $14.1 million. This increase in institutional ownership comes as company insiders have sold shares totaling $882,335 over the past 90 days. Analysts maintain a "Buy" rating for O'Reilly Automotive with an average target price of $112.05, following the company's Q3 EPS beat and positive FY2025 guidance.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Farmers & Merchants Investments Inc. Cuts Stake in AutoZone, Inc. $AZO
Farmers & Merchants Investments Inc. significantly reduced its holdings in AutoZone, Inc. by 32.8% in the third quarter of 2025, selling 345 shares to own a total of 706 shares valued at $3.029 million. Despite AutoZone missing quarterly EPS estimates, both insiders are buying shares and analysts maintain a "Moderate Buy" rating for the stock. The company also announced a share repurchase plan, indicating a belief in its undervaluation.
Dec 31, 2025 • MarketBeat
NEUTRAL
Allspring Global Investments Holdings LLC Purchases 29,929 Shares of AutoZone, Inc. $AZO
Allspring Global Investments Holdings LLC increased its stake in AutoZone, Inc. by 96.0% in Q3, acquiring an additional 29,929 shares, bringing its total holding to 61,096 shares valued at approximately $259.5 million. Despite AutoZone missing Q3 EPS and slightly missing revenue estimates, analysts maintain a "Moderate Buy" consensus rating with a target price around $4,317. Insider activity shows Director Brian Hannasch purchased 147 shares, while institutional investors hold a significant 92.74% of the company's stock.
Dec 30, 2025 • AD HOC NEWS
BULLISH
The Truth About O'Reilly Automotive: Why Everyone Is Suddenly Paying Attention
O'Reilly Automotive is presented as a "quietly dominant stock" in the auto parts sector, known for its strong margins, share buybacks, and steady growth. The article discusses why investors and social media are starting to notice its consistent performance, contrasting it with more volatile "meme stocks." It also compares O'Reilly Automotive to its main rival, AutoZone, highlighting O'Reilly's strong fundamentals and long-term potential despite its current high valuation.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About O'Reilly Automotive: Why Everyone Is Suddenly Paying Attention
O'Reilly Automotive (ORLY) is gaining attention as a "boring stock" delivering strong, consistent returns through killer margins, share buybacks, and robust real-world demand for auto parts. Despite trading at near all-time highs and a premium valuation, its strong fundamentals and long-term performance make it a potential "must-have" core holding for patient, fundamentals-first investors looking for stable growth rather than viral hype. The article compares it favorably to rival AutoZone, highlighting O'Reilly's balance of growth, operations, and capital returns.
Dec 30, 2025 • AD HOC NEWS
BULLISH
The Truth About AutoZone Inc: Why Everyone Is Sleeping On This Quiet Beast
AutoZone Inc. (AZO) is presented as a quietly powerful investment, often overlooked in favor of flashier stocks. The article breaks down its strong stock performance, resilient business model, and competitive advantages, suggesting it as a stable "cop" rather than a "drop" for long-term investors seeking stability in their portfolio.