Commerce Bank Invests $24.97 Million in O'Reilly Automotive, Inc. $ORLY

Key Points

• Commerce Bank acquired 271,180 shares of O’Reilly Automotive during the second quarter, valued at approximately $24.97 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analyst estimates. The stock was trading at $89.11, near its 50-day average.
• Analysts maintain a largely positive outlook, with a consensus “Moderate Buy” rating and an average price target of $107.24. However, insiders sold 6,200 shares worth approximately $568,684 over the past 90 days.

Commerce Bank acquired a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 271,180 shares of the specialty retailer's stock, valued at approximately $24,973,000.

Other large investors also recently modified their holdings of the company. Tucker Asset Management LLC bought a new stake in O'Reilly Automotive during the fourth quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of O'Reilly Automotive in the fourth quarter valued at about $27,000. Kelleher Financial Advisors bought a new position in shares of O'Reilly Automotive in the second quarter worth about $28,000. Whipplewood Advisors LLC boosted its stake in shares of O'Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after acquiring an additional 295 shares during the period. Finally, Bell Investment Advisors Inc purchased a new stake in shares of O'Reilly Automotive during the second quarter worth about $29,000. Hedge funds and other institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Trading Up 0.0%

Shares of O'Reilly Automotive stock opened at $89.11 on Friday. The stock has a 50 day moving average of $88.91 and a 200 day moving average of $91.07. 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 PE ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. During the same quarter last year, the business posted $0.78 EPS. The firm'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. As a group, equities research analysts forecast that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently issued reports on ORLY shares. TD Cowen decreased their target price on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a research note on Friday, July 31st. Citigroup restated a "buy" rating and issued a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. The Goldman Sachs Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. UBS Group reiterated a "buy" rating on shares of O'Reilly Automotive in a research report on Friday, July 31st. Finally, Raymond James Financial reissued an "outperform" rating and issued a $110.00 target price on shares of O'Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $107.24.

Insider Activity at O'Reilly Automotive

In related news, Director Thomas Hendrickson sold 1,200 shares of the business's stock in a transaction on Friday, May 29th. The shares were 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 in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by corporate insiders.

O'Reilly Automotive Profile

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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