Formuepleje A S Buys New Stake in O'Reilly Automotive, Inc. $ORLY

Key Points

• Formuepleje A S purchased 12,231 shares of O’Reilly Automotive during the second quarter, worth approximately $1.13 million. Institutional investors and hedge funds collectively own 85% of the company.
• O’Reilly reported quarterly earnings of $0.86 per share, matching consensus estimates, while revenue rose 8.1% year over year to $4.89 billion. The company guided to fiscal 2026 earnings of $3.20–$3.30 per share.
• Analysts maintain a generally positive view, with a consensus “Moderate Buy” rating and an average price target of $107.24, although some targets were reduced. Shares recently traded at $87.89, while insiders sold 6,000 shares worth about $550,530 over the past three months.

Formuepleje A S bought a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 12,231 shares of the specialty retailer's stock, valued at approximately $1,126,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Sivia Capital Partners LLC lifted its position in shares of O'Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock worth $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC increased its position in O'Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock worth $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. increased its position in O'Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock worth $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas lifted its holdings in shares of O'Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock worth $35,000 after buying an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of O'Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock worth $44,950,000 after buying an additional 464,536 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.

O'Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $87.89 on Monday. The firm has a market capitalization of $71.10 billion, a price-to-earnings ratio of 27.99, a PEG ratio of 2.18 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 business has a fifty day simple moving average of $89.02 and a 200 day simple moving average of $90.57.

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

Analyst Ratings Changes

Several equities research analysts have recently issued reports on ORLY shares. Weiss Ratings downgraded shares of 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 shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research note on Friday, July 31st. Wells Fargo & Company set a $100.00 price target on shares of O'Reilly Automotive in a report on Friday, July 24th. Raymond James Financial restated an "outperform" rating and issued a $110.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. Finally, UBS Group restated a "buy" rating on shares of O'Reilly Automotive in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $107.24.

Insider Transactions at O'Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,000 shares of O'Reilly Automotive stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following 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 is accessible through the SEC website. Also, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of 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. In the last three months, insiders sold 6,000 shares of company stock valued at $550,530. Company insiders own 0.77% of the company's stock.

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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