JSF Financial LLC Raises Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• JSF Financial LLC significantly increased its stake in O'Reilly Automotive by 1,602.2% during the second quarter, bringing their total holdings to 11,541 shares valued at approximately $1,040,000.
• Several large institutional investors have also made notable changes in their positions with O'Reilly Automotive, collectively leading to 85.00% of the stock being owned by institutional investors and hedge funds.
• Analysts are optimistic about O'Reilly Automotive's future growth, as evidenced by multiple price target increases and a majority rating of "Buy" from analysts, with an average target price of $107.17.

JSF Financial LLC lifted its position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,602.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,541 shares of the specialty retailer's stock after purchasing an additional 10,863 shares during the quarter. JSF Financial LLC's holdings in O'Reilly Automotive were worth $1,040,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ORLY. Bank of Jackson Hole Trust acquired a new position in shares of O'Reilly Automotive in the 1st quarter valued at $25,000. HWG Holdings LP purchased a new position in O'Reilly Automotive during the 1st quarter worth $26,000. Oakworth Capital Inc. grew its position in O'Reilly Automotive by 1,257.1% during the 2nd quarter. Oakworth Capital Inc. now owns 285 shares of the specialty retailer's stock worth $26,000 after purchasing an additional 264 shares during the last quarter. HighMark Wealth Management LLC boosted its stake in shares of O'Reilly Automotive by 1,400.0% during the second quarter. HighMark Wealth Management LLC now owns 300 shares of the specialty retailer's stock worth $27,000 after buying an additional 280 shares during the period. Finally, ORG Partners LLC boosted its stake in shares of O'Reilly Automotive by 839.4% during the second quarter. ORG Partners LLC now owns 310 shares of the specialty retailer's stock worth $28,000 after buying an additional 277 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Maria Sastre sold 595 shares of the company's stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.31, for a total value of $60,874.45. Following the sale, the director directly owned 15,935 shares in the company, valued at $1,630,309.85. This represents a 3.60% 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, SVP Carl David Wilbanks sold 88,485 shares of the business's stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the completion of the transaction, the senior vice president directly owned 10,305 shares of the company's stock, valued at $1,056,674.70. The trade was a 89.57% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 125,635 shares of company stock valued at $12,740,916 over the last three months. Insiders own 1.01% of the company's stock.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several analyst reports. Guggenheim upped their price objective on O'Reilly Automotive from $98.00 to $110.00 and gave the company a "buy" rating in a research note on Friday, July 25th. Wells Fargo & Company lifted their target price on O'Reilly Automotive from $103.00 to $105.00 and gave the company an "overweight" rating in a research note on Thursday, July 24th. Evercore ISI lifted their target price on O'Reilly Automotive from $108.00 to $110.00 and gave the company an "outperform" rating in a research note on Tuesday, August 12th. Royal Bank Of Canada increased their price target on O'Reilly Automotive from $98.00 to $104.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, TD Cowen increased their price target on O'Reilly Automotive from $112.00 to $125.00 and gave the stock a "buy" rating in a report on Monday, September 15th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and a consensus target price of $107.17.

O'Reilly Automotive Trading Down 0.2%

Shares of ORLY opened at $104.79 on Friday. The company has a 50-day moving average of $103.61 and a two-hundred day moving average of $95.72. O'Reilly Automotive, Inc. has a 12-month low of $76.10 and a 12-month high of $108.71. The stock has a market cap of $88.91 billion, a P/E ratio of 37.46, a PEG ratio of 2.77 and a beta of 0.60.

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

O'Reilly Automotive 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.

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