Dynamic Advisor Solutions LLC Acquires 54,046 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Dynamic Advisor Solutions LLC increased its holdings in O'Reilly Automotive by 1,384.7% during the second quarter, acquiring an additional 54,046 shares, bringing its total ownership to 57,949 shares valued at approximately $5.2 million.
• Institutions now own 85.00% of O'Reilly Automotive's stock, with several major investors like Vanguard Group and GAMMA Investing significantly boosting their positions in the company.
• Analyst ratings for O'Reilly Automotive are generally positive, with recent reports suggesting targets between $86.00 and $125.00, indicating a favorable outlook for the stock.

Dynamic Advisor Solutions LLC increased its holdings in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,384.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 57,949 shares of the specialty retailer's stock after purchasing an additional 54,046 shares during the quarter. Dynamic Advisor Solutions LLC's holdings in O'Reilly Automotive were worth $5,223,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in ORLY. Bank of Jackson Hole Trust purchased a new position in shares of O'Reilly Automotive in the first quarter valued at about $25,000. HWG Holdings LP purchased a new position in shares of O'Reilly Automotive in the first quarter valued at about $26,000. HighMark Wealth Management LLC increased its position in shares of O'Reilly Automotive by 185.7% in the first quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer's stock valued at $29,000 after acquiring an additional 13 shares during the period. Elequin Capital LP purchased a new position in shares of O'Reilly Automotive in the first quarter valued at about $30,000. Finally, Saudi Central Bank purchased a new position in shares of O'Reilly Automotive in the first quarter valued at about $33,000. Hedge funds and other institutional investors own 85.00% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on ORLY shares. UBS Group boosted their price target on shares of O'Reilly Automotive from $105.00 to $115.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. BMO Capital Markets boosted their price target on shares of O'Reilly Automotive from $100.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Citigroup boosted their price target on shares of O'Reilly Automotive from $104.00 to $114.00 and gave the company a "buy" rating in a research report on Friday, July 25th. Wells Fargo & Company boosted their price target on shares of O'Reilly Automotive from $103.00 to $105.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Finally, JPMorgan Chase & Co. boosted their price target on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the company an "overweight" rating in a research report on Monday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus price target of $107.17.

Insider Activity at O'Reilly Automotive

In other news, Director Maria Sastre sold 595 shares of the firm's 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 sale, the director owned 15,935 shares in the company, valued at approximately $1,630,309.85. This trade represents a 3.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Mark Joseph Merz sold 29,505 shares of the firm's stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $98.25, for a total transaction of $2,898,866.25. Following the completion of the sale, the senior vice president owned 4,234 shares of the company's stock, valued at $415,990.50. This trade represents a 87.45% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 125,635 shares of company stock worth $12,740,916 in the last three months. Insiders own 1.01% of the company's stock.

O'Reilly Automotive Price Performance

O'Reilly Automotive stock traded up $0.24 during midday trading on Friday, reaching $103.93. 10,047,562 shares of the company traded hands, compared to its average volume of 4,166,746. The firm has a market capitalization of $88.18 billion, a price-to-earnings ratio of 37.15, a price-to-earnings-growth ratio of 2.74 and a beta of 0.60. The business has a 50 day moving average of $101.37 and a two-hundred day moving average of $94.53. O'Reilly Automotive, Inc. has a 12 month low of $73.33 and a 12 month high of $108.42.

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

O'Reilly Automotive Company 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.