Wealthfront Advisers LLC Takes $12.86 Million Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• Wealthfront Advisers acquired 139,588 shares of O’Reilly Automotive in the second quarter, worth approximately $12.86 million. Institutional investors and hedge funds collectively own about 85% of the company.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analyst expectations. Shares recently traded at $90.76, below the consensus analyst price target of $107.24.
• Analysts remain broadly positive, with one Strong Buy, 15 Buy, and two Hold ratings, producing a consensus “Moderate Buy” rating. Meanwhile, company insiders sold 6,200 shares worth approximately $568,684 over the past 90 days.

Wealthfront Advisers LLC bought a new position 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 & Exchange Commission. The institutional investor bought 139,588 shares of the specialty retailer's stock, valued at approximately $12,855,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. First National Bank of Omaha purchased a new stake in O'Reilly Automotive in the 2nd quarter worth approximately $6,190,000. Mowery & Schoenfeld Wealth Management LLC purchased a new position in shares of O'Reilly Automotive during the 2nd quarter valued at approximately $36,000. JLB & Associates Inc. acquired a new position in shares of O'Reilly Automotive in the 2nd quarter valued at $19,766,000. Meeder Advisory Services Inc. acquired a new position in shares of O'Reilly Automotive in the 2nd quarter valued at $2,532,000. Finally, Meeder Asset Management Inc. purchased a new stake in O'Reilly Automotive during the second quarter worth $1,114,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O'Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $90.76 on Wednesday. The firm has a market cap of $73.42 billion, a PE ratio of 28.90, a PEG ratio of 1.99 and a beta of 0.51. The firm has a fifty day moving average of $88.96 and a 200 day moving average of $91.20. O'Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts' consensus estimates of $0.86. The company 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 firm's revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts predict that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Transactions at O'Reilly Automotive

In related news, Director Thomas Hendrickson sold 1,200 shares of the company's stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 6,200 shares of company stock valued at $568,684 over the last 90 days. Corporate insiders own 0.77% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. UBS Group restated a "buy" rating on shares of O'Reilly Automotive in a research report on Friday, July 31st. Raymond James Financial reiterated an "outperform" rating and issued a $110.00 price objective on shares of O'Reilly Automotive in a research report on Friday, July 31st. Roth Capital reissued a "buy" rating and set a $111.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Royal Bank Of Canada restated an "outperform" rating on shares of O'Reilly Automotive in a research report on Friday, April 24th. Finally, Wells Fargo & Company set a $100.00 price target on O'Reilly Automotive in a report on Friday, July 24th. One research 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 stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $107.24.

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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