O’Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth

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Soumya Eswaran

Wed, April 29, 2026 astatine 6:33 AM CDT 3 min read

Wedgewood Partners, an concern absorption company, released its first-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Wedgewood Composite returned -6.3% (net) successful the archetypal 4th compared to the S&P 500’s -4.3%, the Russell 1000 Growth Index’s -9.8%, and the Russell 1000 Value Index’s 2.1% returns. The missive mentioned the ongoing war, highlighting the swift effect of fiscal and commodities markets to subject strikes and geopolitical commentary. Historically, lipid shocks person consistently displayed a important power connected planetary fiscal markets. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Wedgewood Partners highlighted O’Reilly Automotive, Inc. (NASDAQ:ORLY) arsenic a contributor to the portfolio's performance. O’Reilly Automotive, Inc. (NASDAQ:ORLY) is simply a starring US-based automotive parts retailer. On April 28, 2026, O’Reilly Automotive, Inc. (NASDAQ:ORLY) banal closed astatine $91.57 per share. One-month instrumentality of O’Reilly Automotive, Inc. (NASDAQ:ORLY) was -0.58%, and its shares mislaid 2.94% implicit the past 52 weeks. O’Reilly Automotive, Inc. (NASDAQ:ORLY) has a marketplace capitalization of $76.78 billion.

Wedgewood Partners stated the pursuing regarding O’Reilly Automotive, Inc. (NASDAQ:ORLY) successful its Q1 2026 capitalist letter:

"O’Reilly Automotive, Inc. (NASDAQ:ORLY) helped show this quarter, arsenic net per stock grew by +13%, driven by a +6% summation successful same-store income (comps), marking the Company's 33rd consecutive twelvemonth of affirmative comp growth. The superior operator of O'Reilly's quarterly comp show was its nonrecreational business, which grew by implicit +10%. This was partially aided by tariff-driven inflation, which the Company successfully passed done to customers. Weather did not play a important role, making this 4th a wide indicator of the Company's underlying fundamentals. Despite higher state prices precocious successful the archetypal 4th perchance dampening user sentiment, we expect O'Reilly to proceed posting coagulated comp and net growth, arsenic the immense bulk of its revenues are non-discretionary."

Jim Cramer On O’Reilly Automotive (ORLY): "Buy the One That's Not Going to Stock Split"

O’Reilly Automotive, Inc. (NASDAQ:ORLY) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 69 hedge money portfolios held O’Reilly Automotive, Inc. (NASDAQ:ORLY) astatine the extremity of the 4th quarter, compared to 75 successful the erstwhile quarter. While we admit the imaginable of O’Reilly Automotive, Inc. (NASDAQ:ORLY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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