United Capital Financial Advisors LLC Invests $6.85 Million in O'Reilly Automotive, Inc. $ORLY

Key Points

• United Capital Financial Advisors acquired 74,343 shares of O’Reilly Automotive worth approximately $6.85 million during the second quarter. Institutional investors collectively own about 85% of the company’s stock.
• Analysts remain broadly positive, with one Strong Buy, 15 Buy and two Hold ratings; the consensus rating is Moderate Buy with a $107.24 price target.
• O’Reilly reported second-quarter earnings of $0.86 per share and revenue of $4.89 billion, with revenue rising 8.1% year over year. Shares recently opened at $87.83, near the lower end of their 52-week range.

United Capital Financial Advisors LLC purchased a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 74,343 shares of the specialty retailer's stock, valued at approximately $6,846,000.

Several other hedge funds have also added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in shares of O'Reilly Automotive during the 2nd quarter worth $5,950,042,000. State Street Corp boosted its position in O'Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock valued at $3,393,568,000 after buying an additional 140,387 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of O'Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock worth $2,201,555,000 after buying an additional 372,896 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of O'Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of O'Reilly Automotive during the fourth quarter worth $1,134,311,000. Institutional investors and hedge funds own 85.00% of the company's stock.

Analyst Upgrades and Downgrades

ORLY has been the topic of several recent research reports. Morgan Stanley cut their price objective on O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Mizuho boosted their target price on O'Reilly Automotive from $105.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, May 8th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Robert W. Baird set a $100.00 price objective on O'Reilly Automotive in a research note on Friday, July 31st. Finally, DA Davidson set a $106.00 price objective on O'Reilly Automotive in a report on Friday, July 31st. One equities 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 company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $107.24.

O'Reilly Automotive Stock Performance

Shares of ORLY stock opened at $87.83 on Friday. The firm has a market cap of $71.05 billion, a price-to-earnings ratio of 27.97, a P/E/G ratio of 1.96 and a beta of 0.51. O'Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm's 50-day simple moving average is $88.96 and its two-hundred day simple moving average is $90.86.

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

Insider Activity

In other news, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, 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. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the 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 directly owned 189 shares in the company, valued at $17,577. The trade was a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.77% of the company's stock.

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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