O'Reilly Automotive, Inc. $ORLY Position Increased by Yousif Capital Management LLC

Key Points

• Yousif Capital Management LLC significantly increased its position in O'Reilly Automotive by 1,380%, acquiring an additional 106,522 shares in the second quarter, bringing total holdings to 114,241 shares valued at approximately $10.3 million.
• Several other hedge funds also made substantial investments in O'Reilly Automotive, with St. Louis Trust Co and MGO One Seven LLC boosting their positions by 1,400% and 4,993.3%, respectively, during the same period.
• O'Reilly Automotive reported a quarterly EPS of $0.78, matching analyst expectations, while its revenues of $4.53 billion showed a 5.9% year-over-year increase.

Yousif Capital Management LLC lifted its position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,380.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 114,241 shares of the specialty retailer's stock after acquiring an additional 106,522 shares during the quarter. Yousif Capital Management LLC's holdings in O'Reilly Automotive were worth $10,297,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the company. St. Louis Trust Co lifted its position in shares of O'Reilly Automotive by 1,400.0% in the 2nd quarter. St. Louis Trust Co now owns 2,790 shares of the specialty retailer's stock valued at $251,000 after acquiring an additional 2,604 shares in the last quarter. Griffin Asset Management Inc. purchased a new stake in shares of O'Reilly Automotive in the 2nd quarter valued at approximately $1,441,000. MGO One Seven LLC lifted its position in shares of O'Reilly Automotive by 4,993.3% in the 2nd quarter. MGO One Seven LLC now owns 40,390 shares of the specialty retailer's stock valued at $3,640,000 after acquiring an additional 39,597 shares in the last quarter. Welch Group LLC lifted its position in shares of O'Reilly Automotive by 4,990.9% in the 2nd quarter. Welch Group LLC now owns 13,440 shares of the specialty retailer's stock valued at $1,211,000 after acquiring an additional 13,176 shares in the last quarter. Finally, Pathway Financial Advisors LLC lifted its position in shares of O'Reilly Automotive by 370.7% in the 2nd quarter. Pathway Financial Advisors LLC now owns 2,250 shares of the specialty retailer's stock valued at $203,000 after acquiring an additional 1,772 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

Insider Activity

In related news, Director Maria Sastre sold 595 shares of the firm's stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total value of $60,874.45. Following the transaction, the director directly owned 15,935 shares in the company, valued at approximately $1,630,309.85. This trade represents a 3.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Carl David Wilbanks sold 88,485 shares of the firm's stock in a transaction on 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 owned 10,305 shares in the company, valued at $1,056,674.70. The trade was a 89.57% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 125,635 shares of company stock valued at $12,740,916. 1.01% of the stock is owned by corporate insiders.

O'Reilly Automotive Stock Up 0.7%

Shares of ORLY opened at $102.88 on Tuesday. The company's fifty day moving average is $103.93 and its 200-day moving average is $96.17. O'Reilly Automotive, Inc. has a 12 month low of $76.22 and a 12 month high of $108.71. The firm has a market cap of $87.29 billion, a price-to-earnings ratio of 36.78, a price-to-earnings-growth ratio of 2.70 and a beta of 0.60.

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

Analyst Ratings Changes

Several brokerages recently commented on ORLY. Barclays restated an "equal weight" rating and issued a $86.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 25th. UBS Group increased their target price on shares of O'Reilly Automotive from $105.00 to $115.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Royal Bank Of Canada increased their target price on shares of O'Reilly Automotive from $98.00 to $104.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. TD Cowen increased their target price on shares of O'Reilly Automotive from $112.00 to $125.00 and gave the stock a "buy" rating in a research report on Monday, September 15th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of O'Reilly Automotive in a research report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, O'Reilly Automotive currently has a consensus rating of "Buy" and a consensus target price of $107.17.

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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