Corient Private Wealth LP Boosts Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Corient Private Wealth increased its O’Reilly Automotive stake by 46% in the second quarter, acquiring 339,465 additional shares and bringing its holdings to 1.08 million shares valued at approximately $99.2 million. Institutional investors and hedge funds collectively own 85% of the stock.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings of $0.86 per share matched analyst expectations. The company provided fiscal 2026 EPS guidance of $3.20 to $3.30.
• The stock opened at $85.82, near its 52-week low, while analysts maintained a consensus “Moderate Buy” rating with an average price target of $107.24. Insiders have sold 6,000 shares worth $550,530 over the past 90 days.

Corient Private Wealth LP increased its position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 46.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,077,091 shares of the specialty retailer's stock after purchasing an additional 339,465 shares during the quarter. Corient Private Wealth LP owned 0.13% of O'Reilly Automotive worth $99,189,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the company. Formuepleje A S purchased a new position in O'Reilly Automotive in the 2nd quarter valued at about $1,126,000. Wellington Grp LLC increased its position in shares of O'Reilly Automotive by 5.9% during the second quarter. Wellington Grp LLC now owns 12,625 shares of the specialty retailer's stock worth $1,163,000 after acquiring an additional 699 shares during the last quarter. California State Teachers Retirement System lifted its stake in shares of O'Reilly Automotive by 9,003.0% in the second quarter. California State Teachers Retirement System now owns 117,184,893 shares of the specialty retailer's stock worth $10,791,557,000 after acquiring an additional 115,897,575 shares in the last quarter. Wedmont Private Capital lifted its stake in shares of O'Reilly Automotive by 2.7% in the second quarter. Wedmont Private Capital now owns 16,279 shares of the specialty retailer's stock worth $1,405,000 after acquiring an additional 426 shares in the last quarter. Finally, Echo45 Advisors LLC acquired a new position in shares of O'Reilly Automotive in the second quarter worth about $201,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Thomas Hendrickson sold 1,000 shares of the business's stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the firm's 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 transaction, the senior vice president owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is currently owned by insiders.

O'Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $85.82 on Friday. The company has a market capitalization of $69.42 billion, a price-to-earnings ratio of 27.33, a price-to-earnings-growth ratio of 2.12 and a beta of 0.52. O'Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock has a 50-day simple moving average of $88.54 and a 200 day simple moving average of $90.34.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the previous year, the company earned $0.78 earnings per share. O'Reilly Automotive's quarterly revenue was up 8.1% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts forecast that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Weiss Ratings lowered O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, August 27th. TD Cowen cut their target price on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. Roth Capital reiterated a "buy" rating and set a $111.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Citigroup reissued a "buy" rating and set a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research report on Monday, August 3rd. Finally, The Goldman Sachs Group restated a "buy" rating on shares of O'Reilly Automotive in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $107.24.

O'Reilly Automotive Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O'Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

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