Flossbach Von Storch SE acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 65,467 shares of the specialty retailer’s stock, valued at approximately $6,029,000.
A number of other large investors have also added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at about $5,950,042,000. Norges Bank bought a new stake in shares of O’Reilly Automotive during the 4th quarter valued at about $1,134,311,000. Bank of New York Mellon Corp purchased a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $1,023,936,000. Akre Capital Management LLC raised its holdings in O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Finally, Wellington Management Group LLP grew its holdings in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.
Insider Activity at O’Reilly Automotive
In other news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on 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 transaction, 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 SEC filing for this sale provides additional information. Insiders sold 6,200 shares of company stock worth $568,684 over the last three months. 0.77% of the stock is owned by corporate insiders.
O’Reilly Automotive Price Performance
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion for 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 quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.
Analysts Set New Price Targets
A number of analysts have weighed in on the stock. Morgan Stanley reduced their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Mizuho increased their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. Finally, Citigroup reissued a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $107.24.
Read Our Latest Stock Report on O’Reilly Automotive
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.
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