Transamerica Financial Advisors LLC Makes New Investment in O'Reilly Automotive, Inc. $ORLY

Key Points

• Transamerica Financial Advisors acquired 42,010 shares of O’Reilly Automotive in the second quarter, valued at approximately $3.87 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 of $0.86 per share matched analyst expectations. The company issued fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and a $107.24 price target versus the stock’s reported $89.55 price. Meanwhile, insiders sold 6,200 shares worth roughly $568,684 over the past 90 days.

Transamerica Financial Advisors LLC acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 42,010 shares of the specialty retailer's stock, valued at approximately $3,869,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ORLY. Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of O'Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer's stock worth $401,000 after acquiring an additional 104 shares during the last quarter. Quadcap Wealth Management LLC lifted its holdings in O'Reilly Automotive by 4.7% during the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer's stock valued at $261,000 after purchasing an additional 108 shares during the last quarter. Mainstream Capital Management LLC boosted its position in O'Reilly Automotive by 0.9% during the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer's stock worth $1,166,000 after purchasing an additional 109 shares during the period. Dynasty Wealth Management LLC boosted its position in O'Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer's stock worth $390,000 after purchasing an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its holdings in shares of O'Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after purchasing an additional 114 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

O'Reilly Automotive Stock Performance

ORLY stock opened at $89.55 on Thursday. O'Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The company has a market capitalization of $72.44 billion, a PE ratio of 28.52, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51. The company's 50-day simple moving average is $88.94 and its 200 day simple moving average is $90.91.

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

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred 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 sale, the senior vice president owned 189 shares of the company's stock, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The stock was 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. This trade represents a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,200 shares of company stock worth $568,684. Corporate insiders own 0.77% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. TD Cowen dropped their price objective on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. Roth Capital reiterated a "buy" rating and issued a $111.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 31st. UBS Group reiterated a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. The Goldman Sachs Group reissued a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. Finally, DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, O'Reilly Automotive currently has an average rating of "Moderate Buy" and a consensus price target of $107.24.

O'Reilly Automotive Company Profile

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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