274,816 Shares in O'Reilly Automotive, Inc. $ORLY Bought by Flputnam Investment Management Co.

Flputnam Investment Management Co. acquired a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 274,816 shares of the specialty retailer's stock, valued at approximately $25,308,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of O'Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer's stock worth $7,272,186,000 after purchasing an additional 458,613 shares during the last quarter. State Street Corp lifted its position in O'Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC lifted its position in O'Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock valued at $2,201,555,000 after purchasing an additional 372,896 shares during the last quarter. Wellington Management Group LLP grew its stake in O'Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock worth $1,345,829,000 after buying an additional 2,964,945 shares in the last quarter. Finally, Norges Bank bought a new position in shares of O'Reilly Automotive in the 4th quarter worth $1,134,311,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on ORLY shares. Truist Financial set a $108.00 price objective on shares of O'Reilly Automotive in a research report on Thursday, April 30th. Morgan Stanley cut their target price on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. UBS Group reissued a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. Evercore restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research report on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 price target on O'Reilly Automotive in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $107.24.

O'Reilly Automotive Stock Performance

O'Reilly Automotive stock opened at $91.05 on Monday. The firm has a market cap of $73.66 billion, a P/E ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51. O'Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm has a 50-day moving average of $88.91 and a 200-day moving average of $91.35.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued 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. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the business earned $0.78 EPS. The company's revenue for the quarter was up 8.1% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts forecast that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Key O'Reilly Automotive News

Here are the key news stories impacting O'Reilly Automotive this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O'Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O'Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O'Reilly’s earnings outlook. O'Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O'Reilly Automotive analyst estimate revisions

Insider Activity at O'Reilly Automotive

In other O'Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of O'Reilly Automotive stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 90,800 shares of company stock worth $8,402,644 over the last ninety days. Corporate insiders own 0.77% of the company's stock.

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.

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