Jefferies Financial Group Inc. Takes $35.28 Million Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• Jefferies Financial Group acquired 383,155 shares of O’Reilly Automotive during the second quarter, establishing a position valued at approximately $35.3 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 an average “Moderate Buy” rating and a consensus price target of $107.24.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings of $0.86 per share matched estimates. Shares opened at $87.83, near the lower end of their 52-week range.

Jefferies Financial Group Inc. purchased a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 383,155 shares of the specialty retailer's stock, valued at approximately $35,285,000.

Several other large investors also recently added to or reduced their stakes in ORLY. First National Bank of Mount Dora Trust Investment Services raised its position in shares of O'Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock valued at $5,381,000 after buying an additional 12,316 shares in the last quarter. Swiss National Bank grew its position in O'Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock worth $228,670,000 after acquiring an additional 152,100 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in O'Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer's stock valued at $169,019,000 after acquiring an additional 115,447 shares during the last quarter. Marble Wealth LLC bought a new position in O'Reilly Automotive in the fourth quarter valued at $2,559,000. Finally, Goldman Sachs Group Inc. raised its position in O'Reilly Automotive by 9.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer's stock valued at $851,747,000 after purchasing an additional 835,518 shares in the last quarter. Institutional investors own 85.00% of the company's stock.

Insiders Place Their Bets

In other O'Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction on 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 owned 189 shares of the company's stock, valued at $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.77% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on ORLY shares. TD Cowen dropped their price target on 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. Roth Capital restated a "buy" rating and issued a $111.00 target price on shares of O'Reilly Automotive in a research report on Friday, July 31st. Weiss Ratings raised O'Reilly Automotive from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, August 12th. DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, The Goldman Sachs Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $107.24.

O'Reilly Automotive Price Performance

Shares of O'Reilly Automotive stock opened at $87.83 on Friday. The business's 50 day simple moving average is $88.96 and its two-hundred day simple moving average is $90.86. The stock has a market capitalization of $71.05 billion, a P/E ratio of 27.97, a price-to-earnings-growth ratio of 1.96 and a beta of 0.51. O'Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts' consensus estimates 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 quarter in the prior year, the firm posted $0.78 earnings per share. The business's quarterly revenue was up 8.1% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts expect that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal 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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