Fairtree Asset Management Pty Ltd Invests $1.90 Million in O’Reilly Automotive, Inc. $ORLY

Fairtree Asset Management Pty Ltd acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 20,656 shares of the specialty retailer’s stock, valued at approximately $1,902,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Tucker Asset Management LLC bought a new position in O’Reilly Automotive in the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive during the 4th quarter worth about $27,000. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth about $28,000. Whipplewood Advisors LLC grew its holdings in shares of O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares in the last quarter. Finally, Bell Investment Advisors Inc bought a new stake in O’Reilly Automotive during the second quarter worth about $29,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the 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 owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive 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 sale, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,200 shares of company stock worth $568,684 over the last quarter. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

ORLY stock opened at $89.08 on Friday. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock has a market cap of $72.06 billion, a price-to-earnings ratio of 28.37, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. The company has a fifty day moving average price of $88.95 and a two-hundred day moving average price of $91.08.

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

Analyst Ratings Changes

ORLY has been the subject of several recent research reports. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research report on Wednesday, July 15th. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

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.