Flputnam Investment Management Co. Acquires Shares of 274,816 O’Reilly Automotive, Inc. $ORLY

Flputnam Investment Management Co. bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 274,816 shares of the specialty retailer’s stock, valued at approximately $25,308,000.

A number of other institutional investors have also recently modified their holdings of the stock. Global Retirement Partners LLC bought a new position in shares of O’Reilly Automotive during the second quarter valued at $595,000. Fielder Capital Group LLC bought a new position in O’Reilly Automotive in the 2nd quarter worth about $226,000. Bank of New York Mellon Corp bought a new position in O’Reilly Automotive in the 2nd quarter worth about $1,023,936,000. Centric Wealth Management bought a new position in O’Reilly Automotive in the 2nd quarter worth about $204,000. Finally, ABN AMRO Bank N.V. purchased a new stake in O’Reilly Automotive during the 2nd quarter valued at about $97,340,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $91.05 on Monday. The firm has a market capitalization of $73.66 billion, a P/E ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The business has a fifty day moving average of $88.91 and a 200 day moving average of $91.35.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates 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 revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 90,800 shares of company stock worth $8,402,644 over the last 90 days. 0.77% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Evercore reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Morgan Stanley reduced 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 reaffirmed 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, Truist Financial set a $108.00 target price on O’Reilly Automotive in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Key Stories Impacting O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

O’Reilly Automotive Company 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.