WINTON GROUP Ltd Takes $3.41 Million Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• WINTON GROUP Ltd purchased 37,059 shares of O’Reilly Automotive in the second quarter, establishing a position valued at approximately $3.41 million. Institutional investors collectively own about 85% of the company.
• Analysts maintain a positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $107.24; recent targets range from $100 to $111.
• O’Reilly reported quarterly EPS of $0.86, in line with estimates, while revenue rose 8.1% year over year to $4.89 billion. Shares opened at $85.82, near the lower end of their 52-week range.

WINTON GROUP Ltd purchased a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 37,059 shares of the specialty retailer's stock, valued at approximately $3,413,000.

Other institutional investors have also recently added to or reduced their stakes in the company. California State Teachers Retirement System increased its stake in shares of O'Reilly Automotive by 9,003.0% in the 2nd quarter. California State Teachers Retirement System now owns 117,184,893 shares of the specialty retailer's stock worth $10,791,557,000 after acquiring an additional 115,897,575 shares during the last quarter. BlackRock Inc. purchased a new stake in shares of O'Reilly Automotive in the second quarter valued at about $5,950,042,000. Norges Bank purchased a new stake in shares of O'Reilly Automotive in the fourth quarter valued at about $1,134,311,000. Bank of New York Mellon Corp acquired a new stake in O'Reilly Automotive during the second quarter worth about $1,023,936,000. Finally, Akre Capital Management LLC raised its stake in O'Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer's stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the period. Hedge funds and other institutional investors own 85.00% of the company's stock.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,000 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the transaction, the director owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% 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, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have weighed in on ORLY shares. Citigroup reiterated a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a report on Monday, August 3rd. Robert W. Baird set a $100.00 price objective on O'Reilly Automotive in a 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. DA Davidson set a $106.00 price target on O'Reilly Automotive in a research note on Friday, July 31st. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of O'Reilly Automotive in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, O'Reilly Automotive has a consensus rating of "Moderate Buy" and a consensus price target of $107.24.

O'Reilly Automotive Trading Up 0.4%

Shares of NASDAQ ORLY opened at $85.82 on Friday. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The stock has a fifty day simple moving average of $88.54 and a 200-day simple moving average of $90.34. The stock has a market capitalization of $69.42 billion, a PE ratio of 27.33, a PEG ratio of 2.12 and a beta of 0.52.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. The firm had revenue of $4.89 billion for 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%.O'Reilly Automotive's revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.78 EPS. 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 earnings per share for the current year.

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O'Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

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