WoodTrust Financial Corp Has $2.01 Million Stock Position in O'Reilly Automotive, Inc. $ORLY

Key Points

• WoodTrust Financial Corp increased its stake in O'Reilly Automotive, growing its holdings by 1,400% to 22,275 shares, valued at approximately $2.01 million.
• Major institutional investors, including Vanguard Group and Wellington Management, significantly increased their positions in O'Reilly Automotive, contributing to institutional ownership of around 85%.
• Analysts maintain a consensus rating of "Buy" for O'Reilly Automotive, with multiple firms raising their price targets, the highest being $110.

WoodTrust Financial Corp grew its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,400.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 22,275 shares of the specialty retailer's stock after purchasing an additional 20,790 shares during the quarter. WoodTrust Financial Corp's holdings in O'Reilly Automotive were worth $2,008,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in O'Reilly Automotive by 1.5% during the first quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer's stock worth $7,504,421,000 after acquiring an additional 75,125 shares in the last quarter. Wellington Management Group LLP lifted its holdings in O'Reilly Automotive by 20.8% during the first quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer's stock worth $2,757,148,000 after acquiring an additional 330,964 shares in the last quarter. Vaughan Nelson Investment Management L.P. lifted its holdings in O'Reilly Automotive by 1,052.9% during the second quarter. Vaughan Nelson Investment Management L.P. now owns 1,722,403 shares of the specialty retailer's stock worth $155,240,000 after acquiring an additional 1,573,010 shares in the last quarter. Congress Asset Management Co. lifted its holdings in O'Reilly Automotive by 1,385.2% during the second quarter. Congress Asset Management Co. now owns 1,580,484 shares of the specialty retailer's stock worth $142,449,000 after acquiring an additional 1,474,068 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. lifted its holdings in O'Reilly Automotive by 1,438.7% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,388,550 shares of the specialty retailer's stock worth $125,150,000 after acquiring an additional 1,298,307 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.

Insider Buying and Selling

In other news, SVP Shari Lynne Reaves sold 2,000 shares of the firm's stock in a transaction dated Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total value of $207,620.00. Following the completion of the transaction, the senior vice president owned 12,826 shares in the company, valued at $1,331,467.06. This trade represents a 13.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Mark Joseph Merz sold 29,505 shares of the firm's stock in a transaction dated Tuesday, July 29th. The shares were sold at an average price of $98.25, for a total value of $2,898,866.25. Following the completion of the transaction, the senior vice president owned 4,234 shares of the company's stock, valued at $415,990.50. The trade was a 87.45% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 125,635 shares of company stock worth $12,740,916 over the last 90 days. 1.01% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Weiss Ratings reiterated a "buy (b)" rating on shares of O'Reilly Automotive in a report on Saturday, September 27th. Guggenheim lifted their target price on O'Reilly Automotive from $98.00 to $110.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Truist Financial lifted their target price on O'Reilly Automotive from $103.00 to $109.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Royal Bank Of Canada increased their target price on O'Reilly Automotive from $98.00 to $104.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, Evercore ISI increased their target price on O'Reilly Automotive from $108.00 to $110.00 and gave the stock an "outperform" rating in a report on Tuesday, August 12th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus price target of $107.17.

O'Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $101.85 on Wednesday. The stock has a market capitalization of $86.42 billion, a price-to-earnings ratio of 36.41, a PEG ratio of 2.73 and a beta of 0.60. The business has a 50-day moving average of $103.79 and a 200-day moving average of $95.91. O'Reilly Automotive, Inc. has a fifty-two week low of $76.22 and a fifty-two week high of $108.71.

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

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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