Trilogy Capital Inc. Takes Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• Trilogy Capital Inc. has acquired a new position in O'Reilly Automotive, purchasing 2,627 shares valued at approximately $237,000, indicating growing institutional interest in the company.
• Insider selling has been noted, with SVP Mark Joseph Merz selling 5,050 shares and SVP Carl David Wilbanks selling 88,485 shares, representing significant decreases in their ownership stakes.
• O'Reilly Automotive reported a net margin of 14.15% and a year-over-year revenue increase of 5.9%, alongside setting FY 2025 EPS guidance between 2.850-2.950.

Trilogy Capital Inc. purchased a new position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,627 shares of the specialty retailer's stock, valued at approximately $237,000.

Other large investors also recently bought and sold shares of the company. Trust Co. of Vermont grew its position in O'Reilly Automotive by 1,400.0% in the 2nd quarter. Trust Co. of Vermont now owns 2,700 shares of the specialty retailer's stock valued at $243,000 after acquiring an additional 2,520 shares during the last quarter. Forbes J M & Co. LLP boosted its stake in shares of O'Reilly Automotive by 1,410.0% during the second quarter. Forbes J M & Co. LLP now owns 72,630 shares of the specialty retailer's stock valued at $6,546,000 after purchasing an additional 67,820 shares during the period. Bartlett & CO. Wealth Management LLC grew its holdings in shares of O'Reilly Automotive by 1,312.9% in the second quarter. Bartlett & CO. Wealth Management LLC now owns 2,628 shares of the specialty retailer's stock worth $237,000 after purchasing an additional 2,442 shares during the last quarter. Ninety One UK Ltd increased its stake in O'Reilly Automotive by 1,244.7% in the 2nd quarter. Ninety One UK Ltd now owns 210,030 shares of the specialty retailer's stock worth $18,930,000 after buying an additional 194,411 shares during the period. Finally, Pacific Point Advisors LLC lifted its holdings in O'Reilly Automotive by 1,416.3% during the 2nd quarter. Pacific Point Advisors LLC now owns 23,624 shares of the specialty retailer's stock valued at $2,129,000 after buying an additional 22,066 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

Insider Activity

In other news, SVP Mark Joseph Merz sold 5,050 shares of the company's stock in a transaction on Tuesday, July 29th. The stock was sold at an average price of $99.07, for a total transaction of $500,303.50. Following the transaction, the senior vice president directly owned 2,876 shares of the company's stock, valued at approximately $284,925.32. This represents a 63.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Carl David Wilbanks sold 88,485 shares of the firm's stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.54, for a total value of $9,073,251.90. Following the completion of the sale, the senior vice president directly owned 10,305 shares of the company's stock, valued at $1,056,674.70. The trade was a 89.57% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 125,635 shares of company stock valued at $12,740,916 in the last ninety days. 1.01% of the stock is currently owned by insiders.

O'Reilly Automotive Price Performance

ORLY opened at $104.97 on Friday. The firm has a market capitalization of $89.07 billion, a PE ratio of 37.53, a price-to-earnings-growth ratio of 2.79 and a beta of 0.60. The business's 50-day moving average is $103.46 and its two-hundred day moving average is $95.57. O'Reilly Automotive, Inc. has a 1 year low of $75.93 and a 1 year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, meeting the consensus estimate of $0.78. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The business had revenue of $4.53 billion during the quarter, compared to analyst estimates of $4.54 billion. During the same period in the prior year, the firm posted $10.55 earnings per share. The company's quarterly revenue was up 5.9% on a year-over-year basis. O'Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. As a group, sell-side analysts expect that O'Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analyst Ratings Changes

ORLY has been the topic of a number of research analyst reports. Wells Fargo & Company upped their target price on shares of O'Reilly Automotive from $103.00 to $105.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. Wolfe Research assumed coverage on O'Reilly Automotive in a report on Thursday, September 18th. They issued an "outperform" rating and a $121.00 price target for the company. DA Davidson raised their price objective on O'Reilly Automotive from $107.00 to $115.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Royal Bank Of Canada lifted their target price on O'Reilly Automotive from $98.00 to $104.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Guggenheim increased their price target on O'Reilly Automotive from $98.00 to $110.00 and gave the stock a "buy" rating in a research report on Friday, July 25th. Two research analysts have rated the stock with a Strong Buy rating, seventeen 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 "Buy" and an average target price of $107.17.

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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