Alyeska Investment Group L.P. lifted its position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 77.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,725,114 shares of the specialty retailer's stock after acquiring an additional 1,190,116 shares during the quarter. O'Reilly Automotive accounts for approximately 0.6% of Alyeska Investment Group L.P.'s portfolio, making the stock its 23rd largest holding. Alyeska Investment Group L.P. owned about 0.34% of O'Reilly Automotive worth $250,956,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in the company. Tucker Asset Management LLC purchased a new stake in O'Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC purchased a new position in O'Reilly Automotive in the fourth quarter valued at about $27,000. Kelleher Financial Advisors acquired a new stake in shares of O'Reilly Automotive during the 2nd quarter valued at approximately $28,000. Fiduciary Financial Advisors acquired a new stake in shares of O'Reilly Automotive during the 2nd quarter valued at approximately $28,000. Finally, Whipplewood Advisors LLC boosted its stake in shares of O'Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after acquiring an additional 295 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of research firms recently weighed in on ORLY. Mizuho upped their price target on O'Reilly Automotive from $105.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, May 8th. Roth Capital restated a "buy" rating and issued a $111.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. TD Cowen dropped their price target on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research report on Friday, July 31st. Weiss Ratings downgraded O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday. Finally, Robert W. Baird set a $100.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $107.24.
Check Out Our Latest Stock Report on O'Reilly Automotive
O'Reilly Automotive Trading Up 0.8%
O'Reilly Automotive stock opened at $88.50 on Friday. The stock has a fifty day moving average price of $88.99 and a 200 day moving average price of $90.84. O'Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm has a market capitalization of $71.59 billion, a P/E ratio of 28.18, a PEG ratio of 1.93 and a beta of 0.51.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm's quarterly revenue was up 8.1% on a year-over-year basis. During the same period last year, the company earned $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O'Reilly Automotive, Inc. will post 3.27 EPS for the current year.
Insider Buying and Selling
In other O'Reilly Automotive news, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director directly owned 14,970 shares of the company's stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company's stock, valued at approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is currently owned by corporate insiders.
O'Reilly Automotive Profile
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Free Report)
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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