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Van Hulzen Asset Management LLC Invests $1.56 Million in O'Reilly Automotive, Inc. $ORLY

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Key Points

  • Van Hulzen Asset Management purchased 16,915 O’Reilly Automotive shares worth approximately $1.56 million, while institutional investors collectively own 85% of the company.
  • O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, and earnings of $0.86 per share, matching analyst expectations. The stock opened at $90.68, with a market capitalization of about $73.36 billion.
  • Analysts maintain a broadly positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $107.24; however, insiders sold 6,200 shares worth $568,684 over the past 90 days.
  • Five stocks to consider instead of O'Reilly Automotive.

Van Hulzen Asset Management LLC purchased a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 16,915 shares of the specialty retailer's stock, valued at approximately $1,558,000.

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

O'Reilly Automotive Trading Up 1.8%

O'Reilly Automotive stock opened at $90.68 on Tuesday. The firm has a 50 day simple moving average of $88.92 and a 200 day simple moving average of $90.97. O'Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm has a market capitalization of $73.36 billion, a price-to-earnings ratio of 28.88, a P/E/G ratio of 1.95 and a beta of 0.51.

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. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates 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 for the quarter was up 8.1% on a year-over-year basis. During the same period last year, the company earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research 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 company's stock in a transaction that occurred on Wednesday, August 12th. The shares were 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 approximately $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,200 shares of company stock worth $568,684 over the last ninety days. Company insiders own 0.77% of the company's stock.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several research reports. Wells Fargo & Company set a $100.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 24th. Weiss Ratings raised shares of O'Reilly Automotive from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, August 12th. Robert W. Baird set a $100.00 price objective on O'Reilly Automotive in a research note on Friday, July 31st. Evercore reissued an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a research report on Friday, May 1st. Finally, Truist Financial set a $108.00 price target on O'Reilly Automotive in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $107.24.

Get Our Latest Stock Analysis on O'Reilly Automotive

About O'Reilly Automotive

(Free Report)

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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Institutional Ownership by Quarter for O'Reilly Automotive (NASDAQ:ORLY)

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