Silvant Capital Management LLC Buys New Shares in O'Reilly Automotive, Inc. $ORLY

Key Points

• Silvant Capital Management initiated a position in O’Reilly Automotive by purchasing 56,796 shares valued at approximately $5.23 million. Institutional investors collectively own about 85% of the company.
• Analysts maintain a favorable outlook, with one Strong Buy, 15 Buy, and two Hold ratings. The consensus rating is “Moderate Buy,” with an average price target of $107.24.
• O’Reilly reported quarterly EPS of $0.86, matching expectations, while revenue rose 8.1% year over year to $4.89 billion. The stock opened at $89.08, down 2.3%, while recent insider activity reflected net selling.

Silvant Capital Management LLC purchased a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 56,796 shares of the specialty retailer's stock, valued at approximately $5,230,000.

Several other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in shares of O'Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer's stock worth $7,272,186,000 after buying an additional 458,613 shares during the period. BlackRock Inc. purchased a new stake in O'Reilly Automotive during the 2nd quarter valued at about $5,950,042,000. State Street Corp grew its position in O'Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock worth $3,393,568,000 after acquiring an additional 140,387 shares during the last quarter. Geode Capital Management LLC grew its position in O'Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock worth $2,201,555,000 after acquiring an additional 372,896 shares during the last quarter. Finally, Wellington Management Group LLP increased its stake in O'Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on ORLY shares. DA Davidson set a $106.00 price objective on O'Reilly Automotive in a research note on Friday, July 31st. 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 set a $100.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 24th. Wolfe Research set a $98.00 target price on O'Reilly Automotive in a report on Wednesday, July 15th. Finally, Robert W. Baird set a $100.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $107.24.

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the business's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. The trade was a 94.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 trade represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is currently owned by insiders.

O'Reilly Automotive Stock Down 2.3%

NASDAQ ORLY opened at $89.08 on Friday. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The business has a 50-day moving average price of $88.95 and a 200-day moving average price of $91.08. The firm has a market cap of $72.06 billion, a price-to-earnings ratio of 28.37, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business's revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts expect that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

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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