O'Reilly Automotive, Inc. $ORLY Stake Lifted by WD Rutherford LLC

Key Points

• WD Rutherford LLC increased its stake in O'Reilly Automotive by 1,400.0%, owning 13,920 shares worth approximately $1.25 million after acquiring an additional 12,992 shares in the second quarter.
• Analysts have generally boosted their price targets for O'Reilly Automotive, with notable increases from Truist Financial to $109, and JPMorgan Chase to $113, resulting in a consensus rating of "Buy".
• O'Reilly Automotive reported $4.53 billion in quarterly revenue, slightly below analyst expectations, and set its FY 2025 EPS guidance between $2.850 and $2.950.

WD Rutherford LLC increased its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,400.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,920 shares of the specialty retailer's stock after buying an additional 12,992 shares during the quarter. WD Rutherford LLC's holdings in O'Reilly Automotive were worth $1,255,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in ORLY. Versant Capital Management Inc grew its stake in O'Reilly Automotive by 41.6% during the 1st quarter. Versant Capital Management Inc now owns 313 shares of the specialty retailer's stock worth $448,000 after buying an additional 92 shares during the last quarter. Verde Capital Management grew its stake in O'Reilly Automotive by 28.8% during the 1st quarter. Verde Capital Management now owns 2,585 shares of the specialty retailer's stock worth $3,703,000 after buying an additional 578 shares during the last quarter. Fifth Third Wealth Advisors LLC boosted its position in O'Reilly Automotive by 31.5% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 1,538 shares of the specialty retailer's stock worth $2,203,000 after acquiring an additional 368 shares during the period. Sterneck Capital Management LLC acquired a new position in O'Reilly Automotive during the 1st quarter worth $209,000. Finally, Rhumbline Advisers boosted its position in O'Reilly Automotive by 1.5% during the 1st quarter. Rhumbline Advisers now owns 125,725 shares of the specialty retailer's stock worth $180,111,000 after acquiring an additional 1,891 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of analyst reports. Truist Financial boosted their price target on O'Reilly Automotive from $103.00 to $109.00 and gave the stock a "buy" rating in a research report on Friday, July 25th. JPMorgan Chase & Co. boosted their price target on O'Reilly Automotive from $101.00 to $113.00 and gave the stock an "overweight" rating in a research report on Monday, July 21st. BMO Capital Markets boosted their price target on O'Reilly Automotive from $100.00 to $110.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. DA Davidson boosted their price target on O'Reilly Automotive from $107.00 to $115.00 and gave the stock a "buy" rating in a research report on Friday, July 25th. Finally, UBS Group boosted their price target on O'Reilly Automotive from $105.00 to $115.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Buy" and an average target price of $107.17.

O'Reilly Automotive Stock Up 1.5%

Shares of O'Reilly Automotive stock opened at $106.10 on Friday. The firm has a market cap of $90.03 billion, a price-to-earnings ratio of 37.93, a price-to-earnings-growth ratio of 2.80 and a beta of 0.60. The business has a fifty day simple moving average of $102.61 and a 200-day simple moving average of $95.11. O'Reilly Automotive, Inc. has a fifty-two week low of $75.91 and a fifty-two week high of $108.42.

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

Insider Buying and Selling

In other news, SVP Mark Joseph Merz sold 5,050 shares of the business's stock in a transaction on Tuesday, July 29th. The stock was sold at an average price of $99.07, for a total transaction of $500,303.50. Following the sale, the senior vice president directly owned 2,876 shares of the company's stock, valued at $284,925.32. The trade was a 63.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Shari Lynne Reaves sold 2,000 shares of the business's stock in a transaction on Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total value of $207,620.00. Following the sale, the senior vice president directly owned 12,826 shares in the company, valued at $1,331,467.06. This trade represents a 13.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 125,635 shares of company stock valued at $12,740,916 over the last ninety days. 1.01% of the stock is currently owned by company insiders.

About O'Reilly Automotive

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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