Copperwynd Financial LLC Grows Holdings in O’Reilly Automotive, Inc. $ORLY

Copperwynd Financial LLC lifted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,412.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,179 shares of the specialty retailer’s stock after buying an additional 33,787 shares during the quarter. O’Reilly Automotive makes up about 0.8% of Copperwynd Financial LLC’s holdings, making the stock its 27th biggest holding. Copperwynd Financial LLC’s holdings in O’Reilly Automotive were worth $3,261,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ORLY. Vaughan Nelson Investment Management L.P. grew its position in shares of O’Reilly Automotive by 1,052.9% in the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 1,722,403 shares of the specialty retailer’s stock worth $155,240,000 after buying an additional 1,573,010 shares during the period. Congress Asset Management Co. grew its position in shares of O’Reilly Automotive by 1,385.2% in the 2nd quarter. Congress Asset Management Co. now owns 1,580,484 shares of the specialty retailer’s stock worth $142,449,000 after buying an additional 1,474,068 shares during the period. Robeco Institutional Asset Management B.V. grew its position in shares of O’Reilly Automotive by 1,438.7% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,388,550 shares of the specialty retailer’s stock worth $125,150,000 after buying an additional 1,298,307 shares during the period. DAVENPORT & Co LLC grew its position in shares of O’Reilly Automotive by 1,290.1% in the 2nd quarter. DAVENPORT & Co LLC now owns 1,132,357 shares of the specialty retailer’s stock worth $101,627,000 after buying an additional 1,050,901 shares during the period. Finally, Farther Finance Advisors LLC grew its position in shares of O’Reilly Automotive by 1,403.1% in the 2nd quarter. Farther Finance Advisors LLC now owns 765,910 shares of the specialty retailer’s stock worth $69,031,000 after buying an additional 714,953 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Mark Joseph Merz sold 5,050 shares of the company’s stock in a transaction dated Tuesday, July 29th. The shares were sold at an average price of $99.07, for a total transaction of $500,303.50. Following the completion of the sale, the senior vice president owned 2,876 shares of the company’s stock, valued at $284,925.32. This represents a 63.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Carl David Wilbanks sold 88,485 shares of the company’s stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the sale, the senior vice president directly owned 10,305 shares of the company’s stock, valued at $1,056,674.70. The trade was a 89.57% decrease in their position. The disclosure for this sale can be found here. Insiders sold 125,635 shares of company stock worth $12,740,916 over the last 90 days. 1.01% of the stock is owned by company insiders.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $100.76 on Thursday. O’Reilly Automotive, Inc. has a fifty-two week low of $76.22 and a fifty-two week high of $108.71. The business has a 50-day simple moving average of $103.81 and a two-hundred day simple moving average of $95.94. The firm has a market cap of $85.49 billion, a price-to-earnings ratio of 36.02, a price-to-earnings-growth ratio of 2.69 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.78. O’Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%.The business had revenue of $4.53 billion during the quarter, compared to analyst estimates of $4.54 billion. During the same quarter in the previous year, the firm earned $10.55 EPS. O’Reilly Automotive’s revenue was up 5.9% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on ORLY shares. Weiss Ratings reiterated a “buy (b)” rating on shares of O’Reilly Automotive in a research note on Wednesday. Evercore ISI upped their price target on shares of O’Reilly Automotive from $108.00 to $110.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 12th. JPMorgan Chase & Co. upped their price target on shares of O’Reilly Automotive from $101.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday, July 21st. UBS Group upped their price target on shares of O’Reilly Automotive from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Finally, Cowen reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, September 15th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $107.17.

About O’Reilly Automotive

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.