Jupiter Topco LLC Invests $579.76 Million in O’Reilly Automotive, Inc. $ORLY

Jupiter Topco LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, Holdings Channel reports. The firm acquired 6,295,569 shares of the specialty retailer’s stock, valued at approximately $579,757,000.

Several other hedge funds and other institutional investors have also modified their holdings of ORLY. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $27,000. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive in the second quarter valued at about $28,000. Fiduciary Financial Advisors acquired a new stake in O’Reilly Automotive during the second quarter worth about $28,000. Finally, Whipplewood Advisors LLC increased its stake 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 acquiring an additional 295 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

ORLY has been the topic of several recent research reports. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. TD Cowen reduced their target price on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, Evercore reissued an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive Stock Down 0.4%

Shares of ORLY opened at $90.32 on Wednesday. The company has a 50-day moving average price of $88.92 and a two-hundred day moving average price of $90.93. The stock has a market cap of $73.07 billion, a price-to-earnings ratio of 28.76, a P/E/G ratio of 1.98 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71.

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

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director directly owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the 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 transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,200 shares of company stock worth $568,684 over the last three months. Company insiders own 0.77% of the company’s stock.

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.