RIHO Partners LLC Takes $20.07 Million Position in O’Reilly Automotive, Inc. $ORLY

RIHO Partners LLC purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, Holdings Channel reports. The institutional investor purchased 217,928 shares of the specialty retailer’s stock, valued at approximately $20,069,000. O’Reilly Automotive makes up about 11.3% of RIHO Partners LLC’s portfolio, making the stock its 3rd largest position.

Several other institutional investors and hedge funds have also made changes to their positions in ORLY. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $27,000. Kelleher Financial Advisors purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at about $28,000. Fiduciary Financial Advisors purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at about $28,000. Finally, Whipplewood Advisors LLC grew its position in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares during the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $88.50 on Friday. The firm has a 50 day simple moving average of $88.99 and a 200-day simple moving average of $90.84. The firm has a market cap of $71.59 billion, a PE ratio of 28.18, a P/E/G ratio of 1.92 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.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. O’Reilly Automotive’s revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ORLY. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Morgan Stanley lowered their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. 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. Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 31st. Finally, UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $107.24.

Insiders Place Their Bets

In other 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 completion of the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

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.