Impact Capital Partners LLC Increases Holdings in O’Reilly Automotive, Inc. $ORLY

Impact Capital Partners LLC boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,350.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,525 shares of the specialty retailer’s stock after purchasing an additional 6,075 shares during the period. Impact Capital Partners LLC’s holdings in O’Reilly Automotive were worth $588,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of O’Reilly Automotive by 1.5% in the first quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer’s stock valued at $7,504,421,000 after buying an additional 75,125 shares in the last quarter. Wellington Management Group LLP boosted its holdings in O’Reilly Automotive by 20.8% in the 1st quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer’s stock worth $2,757,148,000 after acquiring an additional 330,964 shares during the period. Congress Asset Management Co. boosted its holdings in O’Reilly Automotive by 1,385.2% in the 2nd quarter. Congress Asset Management Co. now owns 1,580,484 shares of the specialty retailer’s stock worth $142,449,000 after acquiring an additional 1,474,068 shares during the period. Farther Finance Advisors LLC grew its position in O’Reilly Automotive by 1,403.1% in the second quarter. Farther Finance Advisors LLC now owns 765,910 shares of the specialty retailer’s stock valued at $69,031,000 after acquiring an additional 714,953 shares in the last quarter. Finally, Amundi raised its stake in shares of O’Reilly Automotive by 4.7% during the first quarter. Amundi now owns 734,322 shares of the specialty retailer’s stock valued at $1,058,345,000 after purchasing an additional 32,917 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of several analyst reports. Barclays restated an “equal weight” rating and issued a $86.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 25th. DA Davidson raised their target price on O’Reilly Automotive from $107.00 to $115.00 and gave the company a “buy” rating in a research note on Friday, July 25th. TD Cowen lifted their target price on O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a research report on Monday, September 15th. Truist Financial boosted their price target on O’Reilly Automotive from $103.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, July 25th. Finally, Wells Fargo & Company raised their price objective on O’Reilly Automotive from $103.00 to $105.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive has a consensus rating of “Buy” and an average target price of $107.17.

Insider Transactions at O’Reilly Automotive

In related news, SVP Carl David Wilbanks sold 88,485 shares of the company’s stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the sale, the senior vice president directly owned 10,305 shares of the company’s stock, valued at approximately $1,056,674.70. This represents a 89.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Maria Sastre sold 595 shares of the firm’s stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.31, for a total value of $60,874.45. Following the transaction, the director owned 15,935 shares in the company, valued at $1,630,309.85. This trade represents a 3.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 125,635 shares of company stock valued at $12,740,916 over the last 90 days. Insiders own 1.01% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $107.81 on Wednesday. O’Reilly Automotive, Inc. has a 1 year low of $75.93 and a 1 year high of $108.72. The firm’s 50-day simple moving average is $103.12 and its 200-day simple moving average is $95.40. The firm has a market cap of $91.48 billion, a PE ratio of 38.54, a price-to-earnings-growth ratio of 2.84 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share for the quarter, meeting the consensus estimate of $0.78. O’Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%.The firm had revenue of $4.53 billion during the quarter, compared to analyst estimates of $4.54 billion. During the same period in the previous year, the company earned $10.55 earnings per share. O’Reilly Automotive’s quarterly revenue was up 5.9% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current 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.