Maren Capital LLC Raises Holdings in O’Reilly Automotive, Inc. $ORLY

Maren Capital LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,400.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,100 shares of the specialty retailer’s stock after purchasing an additional 21,560 shares during the quarter. O’Reilly Automotive accounts for 0.1% of Maren Capital LLC’s holdings, making the stock its 19th largest holding. Maren Capital LLC’s holdings in O’Reilly Automotive were worth $2,082,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ORLY. Oakworth Capital Inc. boosted its stake in O’Reilly Automotive by 1,257.1% during the second quarter. Oakworth Capital Inc. now owns 285 shares of the specialty retailer’s stock worth $26,000 after buying an additional 264 shares during the period. HighMark Wealth Management LLC boosted its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. HighMark Wealth Management LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 280 shares during the period. Canton Hathaway LLC increased its holdings in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 280 shares during the last quarter. ORG Partners LLC increased its holdings in O’Reilly Automotive by 839.4% in the 2nd quarter. ORG Partners LLC now owns 310 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 277 shares during the last quarter. Finally, Nemes Rush Group LLC raised its position in O’Reilly Automotive by 1,400.0% in the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 294 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Down 1.4%

Shares of ORLY opened at $99.84 on Wednesday. The firm has a market capitalization of $84.28 billion, a price-to-earnings ratio of 34.59, a PEG ratio of 2.48 and a beta of 0.61. The firm’s fifty day simple moving average is $100.11 and its 200-day simple moving average is $97.93. O’Reilly Automotive, Inc. has a twelve month low of $78.30 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 EPS for the quarter, beating the consensus estimate of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.69 billion. During the same quarter in the prior year, the company posted $11.41 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. On average, analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at approximately $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Raymond Murphy sold 3,125 shares of the business’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $92.60, for a total value of $289,375.00. Following the sale, the director owned 8,125 shares of the company’s stock, valued at approximately $752,375. The trade was a 27.78% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 8,980 shares of company stock worth $882,335. 1.01% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on ORLY. Mizuho set a $112.00 price objective on O’Reilly Automotive in a research note on Monday, October 20th. Raymond James Financial upgraded shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target on the stock in a research note on Wednesday, November 5th. Wolfe Research assumed coverage on shares of O’Reilly Automotive in a research note on Thursday, September 18th. They set an “outperform” rating and a $121.00 target price on the stock. The Goldman Sachs Group set a $121.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Finally, TD Cowen increased their price objective on O’Reilly Automotive from $112.00 to $125.00 and gave the company a “buy” rating in a research note on Monday, September 15th. Nineteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average price target of $111.89.

O’Reilly Automotive Profile

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.