Fairtree Asset Management Pty Ltd acquired a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 20,656 shares of the specialty retailer's stock, valued at approximately $1,902,000.
A number of other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in O'Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer's stock valued at $7,272,186,000 after purchasing an additional 458,613 shares during the period. BlackRock Inc. acquired a new stake in shares of O'Reilly Automotive during the 2nd quarter worth approximately $5,950,042,000. State Street Corp raised its stake in shares of O'Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock worth $3,393,568,000 after buying an additional 140,387 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of O'Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock worth $2,201,555,000 after buying an additional 372,896 shares during the last quarter. Finally, Wellington Management Group LLP lifted its holdings in O'Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock valued at $1,345,829,000 after buying an additional 2,964,945 shares during the period. 85.00% of the stock is currently owned by institutional investors.
O'Reilly Automotive Stock Performance
ORLY opened at $89.08 on Friday. The firm's fifty day moving average is $88.95 and its two-hundred day moving average is $91.08. The firm has a market cap of $72.06 billion, a PE ratio of 28.37, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during 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 firm's revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts forecast that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.
Insider Buying and Selling at O'Reilly Automotive
In other O'Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,200 shares of company stock valued at $568,684. Company insiders own 0.77% of the company's stock.
Analyst Ratings Changes
A number of analysts have commented on the stock. Morgan Stanley lowered their target price on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Robert W. Baird set a $100.00 price objective on O'Reilly Automotive in a research note on Friday, July 31st. Royal Bank Of Canada reiterated an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, April 24th. DA Davidson set a $106.00 target price on O'Reilly Automotive in a research note on Friday, July 31st. Finally, Truist Financial set a $108.00 target price on O'Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $107.24.
View Our Latest Stock Analysis on O'Reilly Automotive
About O'Reilly Automotive
(
Free Report)
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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