S.A. Mason LLC Has $1.81 Million Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• S.A. Mason LLC increased its stake in O'Reilly Automotive by an impressive 1,295.8%, acquiring a total of 20,085 shares valued at approximately $1.81 million.
• Insider activity shows significant selling, as SVP Carl David Wilbanks sold 88,485 shares for over $9 million, representing a 89.57% decrease in his position.
• Wall Street analysts maintain a positive outlook for O'Reilly Automotive, with a consensus rating of "Buy" and a target price averaging $107.17.

S.A. Mason LLC grew its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,295.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,085 shares of the specialty retailer's stock after buying an additional 18,646 shares during the quarter. O'Reilly Automotive makes up 0.9% of S.A. Mason LLC's portfolio, making the stock its 24th largest position. S.A. Mason LLC's holdings in O'Reilly Automotive were worth $1,810,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. HWG Holdings LP bought a new stake in O'Reilly Automotive during the 1st quarter worth about $26,000. Bank of Jackson Hole Trust bought a new stake in shares of O'Reilly Automotive in the 1st quarter valued at about $25,000. HighMark Wealth Management LLC raised its holdings in shares of O'Reilly Automotive by 185.7% in the 1st quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer's stock valued at $29,000 after purchasing an additional 13 shares during the period. Elequin Capital LP bought a new stake in shares of O'Reilly Automotive in the 1st quarter valued at about $30,000. Finally, Saudi Central Bank bought a new stake in shares of O'Reilly Automotive in the 1st quarter valued at about $33,000. 85.00% of the stock is owned by institutional investors.

Insider Activity

In related news, SVP Shari Lynne Reaves sold 2,000 shares of O'Reilly Automotive stock in a transaction that occurred on Wednesday, August 6th. The shares were sold at an average price of $103.81, for a total value of $207,620.00. Following the transaction, the senior vice president directly owned 12,826 shares of the company's stock, valued at $1,331,467.06. This trade represents a 13.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Maria Sastre sold 595 shares of O'Reilly Automotive stock in a transaction that occurred 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 completion of the transaction, the director directly owned 15,935 shares in the company, valued at $1,630,309.85. This trade represents a 3.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 125,635 shares of company stock valued at $12,740,916. 1.01% of the stock is owned by insiders.

O'Reilly Automotive Trading Down 0.5%

Shares of NASDAQ:ORLY traded down $0.48 on Monday, reaching $103.45. 4,969,688 shares of the company's stock were exchanged, compared to its average volume of 4,494,938. The company has a fifty day moving average of $101.58 and a 200-day moving average of $94.71. O'Reilly Automotive, Inc. has a twelve month low of $73.33 and a twelve month high of $108.42. The company has a market capitalization of $87.78 billion, a price-to-earnings ratio of 36.98, a PEG ratio of 2.74 and a beta of 0.60.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ORLY shares. JPMorgan Chase & Co. upped their target price on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the company an "overweight" rating in a report on Monday, July 21st. BMO Capital Markets upped their target price on shares of O'Reilly Automotive from $100.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Wolfe Research began coverage on shares of O'Reilly Automotive in a report on Thursday. They issued an "outperform" rating and a $121.00 target price on the stock. DA Davidson increased their price target on shares of O'Reilly Automotive from $107.00 to $115.00 and gave the company a "buy" rating in a report on Friday, July 25th. Finally, TD Cowen increased their price target on shares of O'Reilly Automotive from $112.00 to $125.00 and gave the company a "buy" rating in a report on Monday, September 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $107.17.

O'Reilly Automotive Company 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.