Paragon Advisors LLC Acquires 17,792 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Paragon Advisors LLC increased its stake in O'Reilly Automotive by 1,384.6% in Q2, acquiring an additional 17,792 shares for a total of 19,077 shares valued at approximately $1.72 million.
• O'Reilly Automotive reported earnings per share (EPS) of $0.85 for the recent quarter, surpassing analysts' expectations of $0.83, with revenues of $4.71 billion—up 7.8% year-over-year.
• The company has set its FY 2025 EPS guidance between 2.900-3.000, with a consensus expectation of 43.94 EPS for the current fiscal year from analysts.

Paragon Advisors LLC boosted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,384.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,077 shares of the specialty retailer's stock after buying an additional 17,792 shares during the quarter. Paragon Advisors LLC's holdings in O'Reilly Automotive were worth $1,719,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in ORLY. Bank of Jackson Hole Trust bought a new stake in O'Reilly Automotive during the first quarter valued at approximately $25,000. Oakworth Capital Inc. lifted its holdings in O'Reilly Automotive by 1,257.1% during the second quarter. Oakworth Capital Inc. now owns 285 shares of the specialty retailer's stock valued at $26,000 after purchasing an additional 264 shares in the last quarter. HighMark Wealth Management LLC lifted its holdings in O'Reilly Automotive by 1,400.0% during the second quarter. HighMark Wealth Management LLC now owns 300 shares of the specialty retailer's stock valued at $27,000 after purchasing an additional 280 shares in the last quarter. ORG Partners LLC lifted its holdings in O'Reilly Automotive by 839.4% during the second quarter. ORG Partners LLC now owns 310 shares of the specialty retailer's stock valued at $28,000 after purchasing an additional 277 shares in the last quarter. Finally, Elequin Capital LP purchased a new position in O'Reilly Automotive during the first quarter valued at approximately $30,000. 85.00% of the stock is currently owned by institutional investors.

O'Reilly Automotive Stock Down 0.1%

O'Reilly Automotive stock opened at $101.21 on Thursday. The company has a market cap of $85.88 billion, a price-to-earnings ratio of 36.18, a PEG ratio of 2.68 and a beta of 0.60. The firm's fifty day moving average is $103.73 and its 200 day moving average is $96.48. O'Reilly Automotive, Inc. has a 52-week low of $76.22 and a 52-week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.83 by $0.02. The company had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.69 billion. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. O'Reilly Automotive's revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $11.41 earnings per share. O'Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. On average, equities research analysts anticipate that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Insider Buying and Selling at O'Reilly Automotive

In related news, SVP Shari Lynne Reaves sold 2,000 shares of the company's stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $103.81, for a total transaction of $207,620.00. Following the sale, the senior vice president owned 12,826 shares of the company's stock, valued at $1,331,467.06. This represents a 13.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Maria Sastre sold 595 shares of the company's stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total transaction of $60,874.45. Following the sale, the director directly owned 15,935 shares in the company, valued at approximately $1,630,309.85. The trade was a 3.60% decrease in their position. The disclosure for this sale can be found here. Insiders sold 125,635 shares of company stock worth $12,740,916 in the last ninety days. Company insiders own 1.01% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ORLY. Weiss Ratings reaffirmed a "buy (b)" rating on shares of O'Reilly Automotive in a report on Wednesday, October 8th. Wolfe Research assumed coverage on shares of O'Reilly Automotive in a report on Thursday, September 18th. They set an "outperform" rating and a $121.00 price target on the stock. DA Davidson boosted their target price on shares of O'Reilly Automotive from $107.00 to $115.00 and gave the stock a "buy" rating in a report on Friday, July 25th. BMO Capital Markets boosted their target price on shares of O'Reilly Automotive from $100.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, Morgan Stanley boosted their target price on shares of O'Reilly Automotive from $105.00 to $115.00 and gave the stock an "overweight" rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $111.12.

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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