Van Hulzen Asset Management LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Van Hulzen Asset Management LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel reports. The fund purchased 16,915 shares of the specialty retailer’s stock, valued at approximately $1,558,000.

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

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 transaction, the senior vice president directly owned 189 shares in the company, 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. In the last quarter, insiders sold 6,200 shares of company stock valued at $568,684. Company insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

ORLY has been the subject of several analyst reports. Roth Capital restated a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Morgan Stanley dropped their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Raymond James Financial restated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive 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 $90.68 on Tuesday. The firm has a market cap of $73.36 billion, a P/E ratio of 28.88, a P/E/G ratio of 1.95 and a beta of 0.51. The firm has a 50-day simple moving average of $88.92 and a two-hundred day simple moving average of $90.97. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its 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. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research 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.