Broad Run Investment Management LLC acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 376,817 shares of the specialty retailer's stock, valued at approximately $34,701,000. O'Reilly Automotive comprises about 5.3% of Broad Run Investment Management LLC's investment portfolio, making the stock its 6th biggest position.
Other hedge funds have also bought and sold shares of the company. Caldwell Trust Co grew its holdings in 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 acquiring an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services increased its stake in O'Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock worth $5,381,000 after buying an additional 12,316 shares in the last quarter. Jefferies Financial Group Inc. purchased a new stake in shares of O'Reilly Automotive during the fourth quarter worth approximately $3,908,000. Swiss National Bank lifted its stake in O'Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock worth $228,670,000 after purchasing an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position 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 buying an additional 115,447 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.
O'Reilly Automotive Trading Up 1.8%
Shares of ORLY stock opened at $90.68 on Tuesday. The company has a market cap of $73.36 billion, a price-to-earnings ratio of 28.88, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. The stock has a 50 day simple moving average of $88.92 and a 200-day simple moving average of $90.97. O'Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts' consensus estimates of $0.86. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the previous year, the business earned $0.78 earnings per share. The company's revenue for the quarter was up 8.1% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts forecast that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.
Insider Activity at O'Reilly Automotive
In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the company's stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares of the company's stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm's stock in a transaction 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 owned 189 shares of the company's stock, valued at approximately $17,577. This represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 6,200 shares of company stock valued at $568,684 in the last ninety days. Corporate insiders own 0.77% of the company's stock.
Wall Street Analyst Weigh In
A number of analysts have recently issued reports on ORLY shares. Raymond James Financial restated an "outperform" rating and set a $110.00 price target on shares of O'Reilly Automotive in a report on Friday, July 31st. Mizuho lifted their price target on shares of O'Reilly Automotive from $105.00 to $110.00 and gave the stock an "outperform" rating in a research note on Friday, May 8th. UBS Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research report on Friday, July 31st. Truist Financial set a $108.00 price objective on O'Reilly Automotive in a report on Thursday, April 30th. Finally, Weiss Ratings upgraded shares of O'Reilly Automotive from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $107.24.
Check Out Our Latest Analysis on ORLY
O'Reilly Automotive Profile
(
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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