Barbara Oil Co. bought a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 15,000 shares of the specialty retailer's stock, valued at approximately $1,382,000.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Caldwell Trust Co raised its holdings in shares of O'Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer's stock worth $1,198,000 after purchasing an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services boosted its holdings in shares of O'Reilly Automotive by 26.8% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock valued at $5,381,000 after buying an additional 12,316 shares during the period. Jefferies Financial Group Inc. bought a new stake in shares of O'Reilly Automotive during the 4th quarter valued at about $3,908,000. Swiss National Bank grew its position in shares of O'Reilly Automotive by 6.5% during the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock valued at $228,670,000 after buying an additional 152,100 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in O'Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer's stock worth $169,019,000 after acquiring an additional 115,447 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities analysts have issued reports on the stock. UBS Group reissued a "buy" rating on shares of O'Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 price target on O'Reilly Automotive in a research report on Wednesday, July 15th. Wells Fargo & Company set a $100.00 price target on O'Reilly Automotive in a research report on Friday, July 24th. Citigroup restated a "buy" rating and set a $106.00 price objective (up from $104.00) on shares of O'Reilly Automotive in a research report on Monday, August 3rd. Finally, Evercore restated an "outperform" rating and set a $115.00 price objective on shares of O'Reilly Automotive in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $107.24.
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O'Reilly Automotive Price Performance
O'Reilly Automotive stock opened at $89.11 on Monday. 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 $72.09 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51. The firm has a 50-day moving average price of $88.91 and a two-hundred day moving average price of $91.02.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates 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 was up 8.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts expect that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.
Insider Buying and Selling
In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business's stock in a transaction 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 transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was 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 of the company's stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,200 shares of company stock valued at $568,684 in the last three months. 0.77% of the stock is currently owned by corporate insiders.
O'Reilly Automotive Company 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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