Meiji Yasuda Asset Management Co Ltd. Takes $919,000 Position in O’Reilly Automotive, Inc. $ORLY

Meiji Yasuda Asset Management Co Ltd. acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 9,974 shares of the specialty retailer’s stock, valued at approximately $919,000.

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

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,200 shares of company stock worth $568,684 in the last quarter. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Down 0.4%

Shares of ORLY stock opened at $90.32 on Wednesday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The business’s 50 day moving average is $88.92 and its two-hundred day moving average is $90.93. The company has a market cap of $73.07 billion, a PE ratio of 28.76, a price-to-earnings-growth ratio of 1.98 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 analysts’ consensus estimates of $0.86. The business 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 revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Citigroup reissued a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Morgan Stanley dropped their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently 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.