Citizens Financial Group Inc. RI Buys Shares of 82,832 O’Reilly Automotive, Inc. $ORLY

Citizens Financial Group Inc. RI purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 82,832 shares of the specialty retailer’s stock, valued at approximately $7,628,000.

A number of other institutional investors have also modified their holdings of the company. Sivia Capital Partners LLC boosted its holdings 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 acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC lifted its position in shares of O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares in the last quarter. Sei Investments Co. boosted its stake in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas boosted its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company grew its holdings in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have commented on ORLY shares. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. Morgan Stanley decreased their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a research note on Friday, July 31st. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Activity at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 90,800 shares of company stock worth $8,402,644. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Down 0.9%

Shares of O’Reilly Automotive stock opened at $90.23 on Tuesday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm’s 50 day moving average is $88.93 and its two-hundred day moving average is $91.28. The firm has a market capitalization of $72.99 billion, a P/E ratio of 28.74, a P/E/G ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

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.