Equitable Holdings Inc. Takes Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• Equitable Holdings initiated a position in O’Reilly Automotive during the second quarter, purchasing 38,237 shares valued at approximately $3.5 million. Institutional investors collectively own 85% of the company.
• Analysts remain broadly positive, with one Strong Buy, 15 Buy and two Hold ratings. O’Reilly has a consensus “Moderate Buy” rating and an average price target of $107.24.
• O’Reilly’s latest quarterly results matched expectations with earnings of $0.86 per share, while revenue rose 8.1% year over year to $4.89 billion. Shares opened at $87.83, below the analyst consensus target.

Equitable Holdings Inc. bought a new position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 38,237 shares of the specialty retailer's stock, valued at approximately $3,521,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of O'Reilly Automotive by 2.4% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer's stock worth $401,000 after acquiring an additional 104 shares during the period. Quadcap Wealth Management LLC increased its position in shares of O'Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer's stock valued at $261,000 after purchasing an additional 108 shares during the period. Mainstream Capital Management LLC increased its position in shares of O'Reilly Automotive by 0.9% during the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer's stock valued at $1,166,000 after purchasing an additional 109 shares during the period. Dynasty Wealth Management LLC raised its stake in shares of O'Reilly Automotive by 2.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer's stock valued at $390,000 after purchasing an additional 113 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its position in O'Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock worth $30,000 after purchasing an additional 114 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Activity at O'Reilly Automotive

In other news, Director Maria Sastre sold 2,000 shares of the business's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director directly owned 14,970 shares of the company's stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred 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 sale, the senior vice president owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on ORLY shares. DA Davidson set a $106.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price objective on O'Reilly Automotive in a report on Thursday, April 30th. Roth Capital reiterated a "buy" rating and issued a $111.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. TD Cowen dropped their target price on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a report on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 target price on O'Reilly Automotive in a research report on Friday, July 24th. One research 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $107.24.

O'Reilly Automotive Stock Down 1.9%

Shares of ORLY stock opened at $87.83 on Friday. O'Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The company has a market capitalization of $71.05 billion, a P/E ratio of 27.97, a P/E/G ratio of 1.96 and a beta of 0.51. The firm has a 50-day moving average price of $88.96 and a 200 day moving average price of $90.86.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts' consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company's revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, research analysts expect that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

About O'Reilly Automotive

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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