OMERS ADMINISTRATION Corp Acquires New Shares in O'Reilly Automotive, Inc. $ORLY

Key Points

• OMERS Administration Corp. acquired 417,207 shares of O’Reilly Automotive during the second quarter, valued at approximately $38.4 million. Institutional investors collectively own about 85% of the company.
• Analysts maintain a favorable outlook, with a consensus rating of “Moderate Buy” and an average price target of $107.24. However, company insiders sold 6,200 shares worth approximately $568,684 over the past three months.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analyst expectations. The stock opened at $89.11, below its 52-week high of $108.71.

OMERS ADMINISTRATION Corp bought a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 417,207 shares of the specialty retailer's stock, valued at approximately $38,421,000. OMERS ADMINISTRATION Corp owned about 0.05% of O'Reilly Automotive at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Tucker Asset Management LLC bought a new position in shares of O'Reilly Automotive during the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in O'Reilly Automotive in the 4th quarter worth about $27,000. Kelleher Financial Advisors bought a new stake in O'Reilly Automotive in the 2nd quarter worth about $28,000. Whipplewood Advisors LLC raised its position in O'Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after buying an additional 295 shares during the last quarter. Finally, Bell Investment Advisors Inc purchased a new position in O'Reilly Automotive in the 2nd quarter worth about $29,000. Institutional investors own 85.00% of the company's stock.

Insider Buying and Selling

In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the company's stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms have issued reports on ORLY. UBS Group restated a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price objective on shares of O'Reilly Automotive in a report on Thursday, April 30th. DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research report 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 report on Friday, July 31st. Finally, Wolfe Research set a $98.00 target price on shares of O'Reilly Automotive in a research report on Wednesday, July 15th. One equities 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. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $107.24.

O'Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $89.11 on Monday. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a market capitalization of $72.09 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51. The stock's 50-day simple moving average is $88.91 and its two-hundred day simple moving average is $91.02.

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, hitting the consensus estimate of $0.86. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. During the same quarter in the prior year, the business earned $0.78 EPS. The business's quarterly revenue was up 8.1% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts forecast 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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