King Luther Capital Management Corp Acquires 170,068 Shares of O’Reilly Automotive, Inc. $ORLY

King Luther Capital Management Corp lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,276,855 shares of the specialty retailer’s stock after buying an additional 170,068 shares during the period. O’Reilly Automotive makes up 1.0% of King Luther Capital Management Corp’s portfolio, making the stock its 23rd biggest position. King Luther Capital Management Corp owned about 0.27% of O’Reilly Automotive worth $245,468,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. raised its stake in O’Reilly Automotive by 1,404.9% during the 2nd quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock valued at $7,105,396,000 after buying an additional 73,596,571 shares during the last quarter. State Street Corp increased its position in O’Reilly Automotive by 1,424.2% during the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC lifted its holdings in O’Reilly Automotive by 1,443.1% in the second quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Bank of New York Mellon Corp boosted its position in O’Reilly Automotive by 1,317.8% in the second quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after purchasing an additional 16,406,181 shares during the last quarter. Finally, Jennison Associates LLC boosted its position in O’Reilly Automotive by 1,820.9% in the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after purchasing an additional 13,382,074 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of the stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the sale, the senior vice president directly owned 4,792 shares of the company’s stock, valued at $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This represents a 98.83% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ORLY shares. DA Davidson reiterated a “buy” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. UBS Group set a $114.00 target price on shares of O’Reilly Automotive in a report on Friday, February 6th. JPMorgan Chase & Co. decreased their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Morgan Stanley set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Monday, February 9th. Finally, Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $92.75 on Thursday. The company has a market capitalization of $78.29 billion, a P/E ratio of 31.30, a P/E/G ratio of 2.07 and a beta of 0.62. O’Reilly Automotive, Inc. has a 1-year low of $85.55 and a 1-year high of $108.71. The firm’s 50 day simple moving average is $94.38 and its two-hundred day simple moving average is $98.95.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. During the same quarter in the previous year, the business earned $9.50 earnings per share. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

O’Reilly Automotive Company 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.