Fairtree Asset Management Pty Ltd Takes Position in O’Reilly Automotive, Inc. $ORLY

Fairtree Asset Management Pty Ltd acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 15,183 shares of the specialty retailer’s stock, valued at approximately $1,385,000.

A number of other institutional investors also recently made changes to their positions in ORLY. Sivia Capital Partners LLC boosted its position in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC boosted its position in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. boosted its position in O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas boosted its position in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its position in O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 0.2%

Shares of NASDAQ ORLY opened at $91.92 on Wednesday. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The firm has a market capitalization of $76.18 billion, a PE ratio of 30.04, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. The firm has a fifty day simple moving average of $92.11 and a two-hundred day simple moving average of $94.30.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same period in the prior year, the business earned $9.35 EPS. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.

Analyst Ratings Changes

ORLY has been the subject of several analyst reports. Citigroup reissued a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. TD Cowen reissued a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Wells Fargo & Company reissued an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Raymond James Financial reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Company Profile

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.