Capital Insight Partners LLC Acquires 26,851 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Capital Insight Partners LLC significantly increased its stake in O'Reilly Automotive, acquiring an additional 26,851 shares, bringing its total holdings to 27,596 shares valued at approximately $2.5 million.
• Several hedge funds also expanded their positions in O'Reilly, with notable increases including Walker Asset Management boosting its stake by 1,420% to over 146,000 shares, valued at approximately $13.2 million.
• O'Reilly Automotive's stock currently has a consensus rating of "Buy" from analysts, with a price target raised by multiple firms, making the stock an attractive option in the current market.

Capital Insight Partners LLC lifted its holdings in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 3,604.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 27,596 shares of the specialty retailer's stock after purchasing an additional 26,851 shares during the quarter. Capital Insight Partners LLC's holdings in O'Reilly Automotive were worth $2,487,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Genesis Private Wealth LLC bought a new position in O'Reilly Automotive in the second quarter valued at approximately $281,000. Clean Yield Group raised its holdings in shares of O'Reilly Automotive by 1,400.0% during the second quarter. Clean Yield Group now owns 8,910 shares of the specialty retailer's stock worth $803,000 after acquiring an additional 8,316 shares during the period. Walker Asset Management LLC lifted its position in O'Reilly Automotive by 1,420.0% in the 2nd quarter. Walker Asset Management LLC now owns 146,574 shares of the specialty retailer's stock valued at $13,211,000 after acquiring an additional 136,931 shares in the last quarter. Moody Lynn & Lieberson LLC lifted its position in O'Reilly Automotive by 1,424.4% in the 2nd quarter. Moody Lynn & Lieberson LLC now owns 4,055 shares of the specialty retailer's stock valued at $365,000 after acquiring an additional 3,789 shares in the last quarter. Finally, Overbrook Management Corp boosted its stake in O'Reilly Automotive by 1,449.4% in the 2nd quarter. Overbrook Management Corp now owns 141,999 shares of the specialty retailer's stock worth $12,798,000 after purchasing an additional 132,834 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Maria Sastre sold 595 shares of O'Reilly Automotive stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total value of $60,874.45. Following the completion of the transaction, the director owned 15,935 shares of the company's stock, valued at $1,630,309.85. This trade represents a 3.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Mark Joseph Merz sold 5,050 shares of the company's stock in a transaction dated Tuesday, July 29th. The shares were sold at an average price of $99.07, for a total transaction of $500,303.50. Following the completion of the sale, the senior vice president directly owned 2,876 shares in the company, valued at approximately $284,925.32. The trade was a 63.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 125,635 shares of company stock worth $12,740,916. 1.01% of the stock is owned by insiders.

O'Reilly Automotive Stock Up 1.5%

ORLY stock opened at $106.10 on Monday. The company has a market cap of $90.03 billion, a price-to-earnings ratio of 37.93, a P/E/G ratio of 2.80 and a beta of 0.60. O'Reilly Automotive, Inc. has a twelve month low of $75.91 and a twelve month high of $108.42. The business has a 50 day moving average price of $102.61 and a two-hundred day moving average price of $95.18.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.78. O'Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%.The company had revenue of $4.53 billion for the quarter, compared to analysts' expectations of $4.54 billion. During the same quarter in the prior year, the business posted $10.55 EPS. The business's revenue was up 5.9% compared to the same quarter last year. O'Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. On average, equities research analysts anticipate that O'Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. UBS Group lifted their price target on O'Reilly Automotive from $105.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Wells Fargo & Company increased their price objective on O'Reilly Automotive from $103.00 to $105.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Truist Financial boosted their target price on O'Reilly Automotive from $103.00 to $109.00 and gave the company a "buy" rating in a research note on Friday, July 25th. Citigroup upped their price target on O'Reilly Automotive from $104.00 to $114.00 and gave the stock a "buy" rating in a research report on Friday, July 25th. Finally, TD Cowen lifted their price objective on shares of O'Reilly Automotive from $112.00 to $125.00 and gave the company a "buy" rating in a report on Monday, September 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $107.17.

O'Reilly Automotive Profile

O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.

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