Aware Super Pty Ltd as trustee of Aware Super Takes $17.41 Million Position in O’Reilly Automotive, Inc. $ORLY

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 188,614 shares of the specialty retailer’s stock, valued at approximately $17,411,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Sivia Capital Partners LLC boosted its stake in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC raised its stake 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 valued at $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. raised 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 valued at $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas lifted its holdings in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in O’Reilly Automotive by 1,357.9% during the 2nd 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 during the last quarter. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 in the last 90 days. 0.77% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have commented on ORLY shares. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson reissued a “buy” rating and issued a $114.00 price objective on shares of O’Reilly Automotive in a research report on Tuesday, July 7th. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $110.70.

O’Reilly Automotive Trading Up 4.3%

NASDAQ:ORLY opened at $86.25 on Friday. The stock has a 50 day simple moving average of $88.90 and a 200 day simple moving average of $91.94. The stock has a market cap of $71.48 billion, a P/E ratio of 28.19, a PEG ratio of 1.82 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 issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period in the prior year, the firm posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

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.