Jupiter Topco LLC Invests $579.76 Million in O'Reilly Automotive, Inc. $ORLY

Key Points

• Jupiter Topco LLC acquired 6.3 million O’Reilly Automotive shares worth approximately $579.8 million, giving it a 0.78% stake. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while EPS of $0.86 matched analyst expectations. The company maintained fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts remain generally bullish, with a “Moderate Buy” consensus and an average price target of $107.24 versus the stock’s reported $90.32 price. Meanwhile, insiders sold 6,200 shares worth $568,684 over the past three months.

Jupiter Topco LLC purchased a new position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,295,569 shares of the specialty retailer's stock, valued at approximately $579,757,000. Jupiter Topco LLC owned 0.78% of O'Reilly Automotive as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ORLY. J. Goldman & Co LP acquired a new position in O'Reilly Automotive in the 2nd quarter valued at approximately $3,713,000. Hsbc Holdings PLC grew its holdings in shares of O'Reilly Automotive by 4.3% during the 2nd quarter. Hsbc Holdings PLC now owns 1,894,093 shares of the specialty retailer's stock valued at $174,266,000 after acquiring an additional 77,321 shares in the last quarter. EFG International AG purchased a new position in shares of O'Reilly Automotive during the 2nd quarter valued at $1,248,000. Ancora Advisors LLC acquired a new position in shares of O'Reilly Automotive in the second quarter worth $462,000. Finally, Palisade Capital Management LP acquired a new position in shares of O'Reilly Automotive in the second quarter worth $10,229,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the company's stock in a transaction on Wednesday, August 12th. The shares were 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 of the company's stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 6,200 shares of company stock valued at $568,684. Company insiders own 0.77% of the company's stock.

O'Reilly Automotive Stock Performance

ORLY opened at $90.32 on Wednesday. The company has a market cap of $73.07 billion, a PE ratio of 28.76, a price-to-earnings-growth ratio of 1.98 and a beta of 0.51. The stock has a 50-day moving average of $88.92 and a 200-day moving average of $90.93. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued 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 business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the business earned $0.78 EPS. The firm's 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. On average, research analysts predict that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have commented on the company. Wolfe Research set a $98.00 target price on O'Reilly Automotive in a research note on Wednesday, July 15th. DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research report on Friday, July 31st. TD Cowen reduced 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. UBS Group reissued a "buy" rating on shares of O'Reilly Automotive in a research report on Friday, July 31st. Finally, Raymond James Financial restated an "outperform" rating and set a $110.00 price target on shares of O'Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $107.24.

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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