Osmosis Investment Management UK Ltd Makes New $2.32 Million Investment in O’Reilly Automotive, Inc. $ORLY

Osmosis Investment Management UK Ltd purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 25,195 shares of the specialty retailer’s stock, valued at approximately $2,320,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ORLY. Pinnacle Wealth Management Advisory Group LLC increased its stake in O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after buying an additional 104 shares during the period. Quadcap Wealth Management LLC boosted its holdings in shares of O’Reilly Automotive by 4.7% in the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares in the last quarter. Mainstream Capital Management LLC boosted its holdings in shares of O’Reilly Automotive by 0.9% in the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares in the last quarter. Dynasty Wealth Management LLC increased its stake in shares of O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after acquiring an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its stake in shares of O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $89.11 on Monday. The firm has a market cap of $72.09 billion, a price-to-earnings ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The firm’s 50 day moving average price is $88.91 and its two-hundred day moving average price is $91.02.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) 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 analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the company earned $0.78 earnings per share. The firm’s revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the business’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 trade represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,200 shares of company stock worth $568,684 in the last three months. 0.77% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

ORLY has been the topic of several recent analyst reports. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a report on Thursday, April 30th. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Roth Capital reiterated a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

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.