Radnor Capital Management LLC Grows Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Radnor Capital Management LLC boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,385.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 87,225 shares of the specialty retailer’s stock after purchasing an additional 81,355 shares during the quarter. O’Reilly Automotive comprises approximately 1.3% of Radnor Capital Management LLC’s holdings, making the stock its 12th largest holding. Radnor Capital Management LLC’s holdings in O’Reilly Automotive were worth $7,862,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of ORLY. Bank Pictet & Cie Europe AG lifted its stake in O’Reilly Automotive by 3.5% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 35,291 shares of the specialty retailer’s stock worth $41,848,000 after purchasing an additional 1,208 shares in the last quarter. Gotham Asset Management LLC lifted its stake in O’Reilly Automotive by 18.2% in the 4th quarter. Gotham Asset Management LLC now owns 423 shares of the specialty retailer’s stock worth $502,000 after purchasing an additional 65 shares in the last quarter. Strategic Wealth Partners Ltd. purchased a new stake in O’Reilly Automotive in the 4th quarter worth $228,000. Tidal Investments LLC lifted its stake in O’Reilly Automotive by 10.1% in the 4th quarter. Tidal Investments LLC now owns 6,238 shares of the specialty retailer’s stock worth $7,397,000 after purchasing an additional 571 shares in the last quarter. Finally, Teza Capital Management LLC purchased a new stake in O’Reilly Automotive in the 4th quarter worth $308,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 595 shares of the company’s stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total value of $60,874.45. Following the transaction, the director directly owned 15,935 shares in the company, valued at $1,630,309.85. This represents a 3.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Mark Joseph Merz sold 29,505 shares of the company’s stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $98.25, for a total transaction of $2,898,866.25. Following the completion of the transaction, the senior vice president owned 4,234 shares in the company, valued at $415,990.50. This represents a 87.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 125,635 shares of company stock valued at $12,740,916 over the last 90 days. 1.01% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Guggenheim boosted their price target on shares of O’Reilly Automotive from $98.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, July 25th. Barclays reiterated an “equal weight” rating and issued a $86.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 25th. TD Cowen boosted their price target on shares of O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a research note on Monday. Truist Financial upped their target price on shares of O’Reilly Automotive from $103.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, July 25th. Finally, Cowen restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive presently has an average rating of “Buy” and a consensus target price of $106.36.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $105.39 on Wednesday. The company has a market capitalization of $89.42 billion, a P/E ratio of 37.68, a P/E/G ratio of 2.81 and a beta of 0.60. The company’s 50-day simple moving average is $100.66 and its two-hundred day simple moving average is $94.28. O’Reilly Automotive, Inc. has a one year low of $73.33 and a one year high of $108.42.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, hitting analysts’ consensus estimates of $0.78. The business had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.54 billion. O’Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $10.55 EPS. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

About O’Reilly Automotive

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.