O'Reilly Automotive, Inc. $ORLY Shares Newly Acquired by Mirae Asset Global Investments Co. Ltd.

Key Points

• Mirae Asset Global Investments acquired 626,272 O’Reilly Automotive shares worth approximately $53.5 million, giving it a 0.08% stake; institutional investors collectively own about 85% of the company.
• O’Reilly reported third-quarter earnings and revenue above expectations, with EPS of $0.97 and revenue of $5.12 billion, up 8.8% year over year. Comparable sales rose 7.2%, and management raised its full-year outlook.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $107.89 versus the stock’s $88.12 opening price. However, insiders sold 6,000 shares worth about $550,530 over the past 90 days, and valuation remains a concern.

Mirae Asset Global Investments Co. Ltd. acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 626,272 shares of the specialty retailer's stock, valued at approximately $53,490,000. Mirae Asset Global Investments Co. Ltd. owned about 0.08% of O'Reilly Automotive as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Kelleher Financial Advisors acquired a new position in shares of O'Reilly Automotive in the second quarter valued at approximately $28,000. Fiduciary Financial Advisors acquired a new stake in O'Reilly Automotive during the 2nd quarter worth approximately $28,000. Whipplewood Advisors LLC lifted its holdings in O'Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after purchasing an additional 295 shares during the last quarter. Bell Investment Advisors Inc bought a new stake in O'Reilly Automotive in the 2nd quarter valued at $29,000. Finally, MidFirst Bank bought a new stake in O'Reilly Automotive in the 2nd quarter valued at $34,000. 85.00% of the stock is currently owned by institutional investors.

Insider Buying and Selling at O'Reilly Automotive

In other O'Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president directly owned 189 shares of the company's stock, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares of the company's stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of analyst reports. Bank of America assumed coverage on shares of O'Reilly Automotive in a research report on Monday, October 26th. They set a "buy" rating and a $106.00 target price on the stock. Morgan Stanley dropped their price target on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Wells Fargo & Company boosted their price target on O'Reilly Automotive from $100.00 to $105.00 and gave the company an "overweight" rating in a research note on Thursday. Wolfe Research set a $98.00 price target on O'Reilly Automotive in a research report on Wednesday, July 15th. Finally, DA Davidson reissued a "buy" rating and set a $106.00 price target on shares of O'Reilly Automotive in a research report on Wednesday, September 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, O'Reilly Automotive currently has a consensus rating of "Moderate Buy" and an average price target of $107.89.

O'Reilly Automotive Price Performance

NASDAQ:ORLY opened at $88.12 on Monday. The company has a fifty day moving average of $87.20 and a 200-day moving average of $90.53. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46. The firm has a market capitalization of $71.29 billion, a P/E ratio of 27.03, a P/E/G ratio of 2.11 and a beta of 0.55.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. O'Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The company had revenue of $5.12 billion for the quarter, compared to analyst estimates of $5.02 billion. During the same period in the prior year, the firm earned $0.85 earnings per share. O'Reilly Automotive's revenue for the quarter was up 8.8% on a year-over-year basis. On average, analysts anticipate that O'Reilly Automotive, Inc. will post 3.31 EPS for the current fiscal year.

O'Reilly Automotive News Roundup

Here are the key news stories impacting O'Reilly Automotive this week:

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O'Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O'Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O'Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O'Reilly Automotive Has a Long Growth Runway

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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