Dearborn Partners LLC Purchases New Stake in O’Reilly Automotive, Inc. $ORLY

Dearborn Partners LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 7,700 shares of the specialty retailer’s stock, valued at approximately $709,000.

Other large investors also recently added to or reduced their stakes in the company. Bank OZK acquired a new stake in shares of O’Reilly Automotive in the 2nd quarter worth $396,000. Equitable Holdings Inc. purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at about $3,521,000. Centaurus Financial Inc. purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at about $177,000. Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive during the second quarter worth about $35,285,000. Finally, Public Employees Retirement System of Ohio purchased a new position in O’Reilly Automotive during the second quarter worth about $29,071,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $88.50 on Friday. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The stock has a market cap of $71.59 billion, a PE ratio of 28.18, a P/E/G ratio of 1.92 and a beta of 0.51. The firm has a 50-day simple moving average of $88.99 and a two-hundred day simple moving average of $90.84.

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

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the stock. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Citigroup reaffirmed a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Roth Capital reissued a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Buying and Selling

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction 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 completion of 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 sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction 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 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. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by insiders.

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.