Somerville Kurt F Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Somerville Kurt F acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 33,000 shares of the specialty retailer’s stock, valued at approximately $3,039,000.

Other institutional investors have also recently made changes to their positions in the company. Sivia Capital Partners LLC boosted its stake in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the last quarter. NewEdge Advisors LLC grew its holdings in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. increased its stake in O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares during the last quarter. BNP Paribas grew its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company grew its holdings in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the 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 sale, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. The sale 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 firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction 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. This trade represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on ORLY shares. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 24th. Finally, Roth Capital reaffirmed a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $91.20 on Thursday. The business’s 50 day moving average price is $88.97 and its 200-day moving average price is $91.15. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The company has a market cap of $73.78 billion, a P/E ratio of 29.04, a P/E/G ratio of 1.98 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly 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 company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. During the same period last year, the company earned $0.78 earnings per share. 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 year.

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.