Oxbow Advisors LLC Buys Shares of 70,843 O'Reilly Automotive, Inc. $ORLY

Key Points

• Oxbow Advisors initiated a position in O'Reilly Automotive during the second quarter, purchasing 70,843 shares valued at approximately $6.5 million. Institutional investors collectively own about 85% of the company.
• 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. Shares opened at $90.76, within a 52-week range of $82.59 to $108.71.
• Analysts maintain a positive outlook, with one Strong Buy, 15 Buy, and two Hold ratings; the stock has a consensus “Moderate Buy” rating and an average price target of $107.24.

Oxbow Advisors LLC bought a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 70,843 shares of the specialty retailer's stock, valued at approximately $6,524,000.

Several other large investors also recently made changes to their positions in the company. Caldwell Trust Co increased its position in O'Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer's stock valued at $1,198,000 after acquiring an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services boosted its position in O'Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock worth $5,381,000 after acquiring an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new position in O'Reilly Automotive during the 4th quarter worth $3,908,000. Swiss National Bank grew its stake in shares of O'Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock worth $228,670,000 after purchasing an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of O'Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer's stock worth $169,019,000 after purchasing an additional 115,447 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.

O'Reilly Automotive Stock Up 0.6%

Shares of ORLY stock opened at $90.76 on Wednesday. The stock has a 50-day simple moving average of $88.96 and a 200 day simple moving average of $91.20. O'Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The stock has a market capitalization of $73.42 billion, a P/E ratio of 28.90, a P/E/G ratio of 1.99 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS 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 period in the previous year, the business earned $0.78 earnings per share. O'Reilly Automotive's revenue for the quarter was up 8.1% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on ORLY shares. The Goldman Sachs Group restated a "buy" rating on shares of O'Reilly Automotive in a research note on Monday, August 3rd. TD Cowen decreased their target price on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research report on Friday, July 31st. Robert W. Baird set a $100.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price target on shares of O'Reilly Automotive in a research report on Thursday, April 30th. Finally, Roth Capital reaffirmed a "buy" rating and issued a $111.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $107.24.

Insider Transactions at O'Reilly Automotive

In other O'Reilly Automotive news, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the company's stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,200 shares of company stock valued at $568,684 in the last quarter. Insiders own 0.77% of the company's stock.

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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