Landscape Capital Management L.L.C. Invests $2.83 Million in O'Reilly Automotive, Inc. $ORLY

Key Points

• Landscape Capital Management initiated a $2.83 million position in O'Reilly Automotive during the second quarter by purchasing 30,705 shares. Institutional investors collectively own approximately 85% of the company's stock.
• Wall Street maintains a favorable outlook, with one Strong Buy, 15 Buy, and two Hold ratings. The stock has an average “Moderate Buy” rating and a consensus price target of $107.24.
• O'Reilly reported quarterly earnings of $0.86 per share, in line with estimates, while revenue rose 8.1% year over year to $4.89 billion. Shares opened at $89.11, near their 50-day moving average, while insiders have sold 6,200 shares worth about $568,684 over the past 90 days.

Landscape Capital Management L.L.C. bought a new stake 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 fund bought 30,705 shares of the specialty retailer's stock, valued at approximately $2,828,000.

Several other institutional investors and hedge funds have also modified their holdings of ORLY. Sivia Capital Partners LLC increased its stake in shares of O'Reilly Automotive by 1,190.5% in 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 in the last quarter. NewEdge Advisors LLC lifted its position in O'Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock valued at $6,262,000 after purchasing an additional 65,067 shares in the last quarter. Sei Investments Co. grew its holdings in O'Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas grew its holdings in O'Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company increased its position in O'Reilly Automotive by 1,357.9% in 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 in the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

Wall Street Analyst Weigh In

ORLY has been the topic of several recent research reports. Wolfe Research set a $98.00 price objective on O'Reilly Automotive in a research note on Wednesday, July 15th. Evercore reissued an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a report on Friday, May 1st. DA Davidson set a $106.00 target price on shares of O'Reilly Automotive 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. Finally, Weiss Ratings upgraded shares of O'Reilly Automotive from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, O'Reilly Automotive currently has an average rating of "Moderate Buy" and an average price target of $107.24.

Insider Activity at O'Reilly Automotive

In other O'Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred 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 directly owned 189 shares of the company's stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by company insiders.

O'Reilly Automotive Stock Up 0.0%

NASDAQ:ORLY opened at $89.11 on Friday. The business's 50-day simple moving average is $88.91 and its two-hundred day simple moving average is $91.07. The stock has a market cap of $72.09 billion, a PE ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51. 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 released its quarterly earnings data 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 during the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business's quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts anticipate 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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