146,720 Shares in O’Reilly Automotive, Inc. $ORLY Acquired by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 146,720 shares of the specialty retailer’s stock, valued at approximately $13,511,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the last quarter. Quadcap Wealth Management LLC boosted its holdings in O’Reilly Automotive by 4.7% in the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares during the last quarter. Mainstream Capital Management LLC boosted its holdings in O’Reilly Automotive by 0.9% in the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares during the last quarter. Dynasty Wealth Management LLC grew its position in O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after acquiring an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its stake in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 114 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

ORLY has been the subject of a number of research reports. Truist Financial set a $108.00 target price on O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen cut their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings raised shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Insider Activity

In other news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 6,200 shares of company stock worth $568,684 over the last ninety days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $89.11 on Monday. The business’s 50-day simple moving average is $88.91 and its 200 day simple moving average is $91.02. The company has a market cap of $72.09 billion, a P/E ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51. 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 released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

About O’Reilly Automotive

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.