SummitTX Capital L.P. Purchases 153,587 Shares of O’Reilly Automotive, Inc. $ORLY

SummitTX Capital L.P. grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,215.8% during the 1st quarter, HoldingsChannel reports. The firm owned 166,220 shares of the specialty retailer’s stock after purchasing an additional 153,587 shares during the quarter. O’Reilly Automotive comprises about 0.5% of SummitTX Capital L.P.’s portfolio, making the stock its 29th largest holding. SummitTX Capital L.P.’s holdings in O’Reilly Automotive were worth $15,344,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ORLY. Eagle Bay Advisors LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at $25,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive during the fourth quarter worth about $27,000. Whipplewood Advisors LLC grew its stake in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares during the period. Finally, Kohmann Bosshard Financial Services LLC grew its stake in O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares during the period. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $87.40 on Monday. The firm has a market cap of $72.43 billion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 1.93 and a beta of 0.51. The stock’s 50-day moving average is $88.39 and its 200-day moving average is $91.74. 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) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the company earned $9.35 earnings per share. O’Reilly Automotive’s quarterly revenue 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, equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Activity

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s 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 transaction, the director directly owned 19,675 shares of the company’s stock, 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. Over the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ORLY. Mizuho boosted their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. DA Davidson set a $114.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a report on Wednesday. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research note on Friday. Roth Capital reiterated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $110.22.

O’Reilly Automotive 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.