58,800 Shares in O'Reilly Automotive, Inc. $ORLY Bought by Northwestern Mutual Wealth Management Co.

Key Points

• Northwestern Mutual Wealth Management acquired 58,800 shares of O’Reilly Automotive during the second quarter, valued at approximately $5.4 million. Other institutions also increased their positions, and institutional investors collectively own 85% of the company.
• Analysts maintain a positive outlook, with one Strong Buy, 15 Buy, and two Hold ratings. O’Reilly has a consensus rating of Moderate Buy and an average price target of $107.24.
• The company matched quarterly earnings expectations at $0.86 per share and exceeded revenue estimates with $4.89 billion, up 8.1% year over year. Shares recently opened at $89.11, near the midpoint of their 12-month range.

Northwestern Mutual Wealth Management Co. acquired a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 58,800 shares of the specialty retailer's stock, valued at approximately $5,415,000.

A number of other institutional investors have also recently bought and sold shares of ORLY. Sivia Capital Partners LLC increased its holdings in O'Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock worth $319,000 after buying an additional 3,262 shares during the last quarter. NewEdge Advisors LLC boosted its stake in O'Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock valued at $6,262,000 after acquiring an additional 65,067 shares during the last quarter. Sei Investments Co. boosted its stake in O'Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock valued at $50,502,000 after acquiring an additional 444,371 shares during the last quarter. BNP Paribas grew its position in shares of O'Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock valued at $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company grew its position in shares of O'Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock valued at $44,950,000 after acquiring an additional 464,536 shares during the period. Institutional investors own 85.00% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on ORLY shares. DA Davidson set a $106.00 price target on shares of O'Reilly Automotive in a report on Friday, July 31st. Wells Fargo & Company set a $100.00 price objective on O'Reilly Automotive in a report on Friday, July 24th. Morgan Stanley decreased their target price on 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. Evercore restated an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a research note on Friday, May 1st. Finally, TD Cowen dropped their price target on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, O'Reilly Automotive presently has an average rating of "Moderate Buy" and a consensus price target of $107.24.

O'Reilly Automotive Price Performance

NASDAQ ORLY opened at $89.11 on Monday. The company's 50 day moving average is $88.91 and its 200-day moving average is $91.02. O'Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The firm has a market cap of $72.09 billion, a P/E ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released 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%. O'Reilly Automotive's revenue for the quarter was up 8.1% on a year-over-year basis. During the same period last year, the firm earned $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts expect that O'Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm's stock in a transaction that occurred on 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 transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,200 shares of company stock worth $568,684 over the last 90 days. Corporate insiders own 0.77% of the company's stock.

About O'Reilly Automotive

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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