Oxbow Advisors LLC Purchases New Shares in O’Reilly Automotive, Inc. $ORLY

Oxbow Advisors LLC purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 70,843 shares of the specialty retailer’s stock, valued at approximately $6,524,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in shares of O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the period. Quadcap Wealth Management LLC raised its holdings in shares of O’Reilly Automotive by 4.7% during 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 during the period. Mainstream Capital Management LLC raised its holdings in shares of O’Reilly Automotive by 0.9% during 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 during the period. Dynasty Wealth Management LLC lifted its position in shares of O’Reilly Automotive by 2.7% in the 4th 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 in the last quarter. Finally, Kohmann Bosshard Financial Services LLC boosted its stake in O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ORLY. Evercore reiterated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. DA Davidson set a $106.00 target price on O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Citigroup reissued a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $90.76 on Wednesday. The company’s 50 day moving average price is $88.96 and its 200 day moving average price is $91.20. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The company has a market capitalization of $73.42 billion, a PE ratio of 28.90, a PEG ratio of 1.99 and a beta of 0.51.

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 net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the business earned $0.78 EPS. The company’s revenue for the quarter 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. On average, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Maria Sastre sold 2,000 shares of the 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 sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 6,200 shares of company stock worth $568,684 in the last ninety days. Corporate insiders own 0.77% of the company’s stock.

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.