Paragon Financial Partners Inc. Buys New Position in O’Reilly Automotive, Inc. $ORLY

Paragon Financial Partners Inc. purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 19,500 shares of the specialty retailer’s stock, valued at approximately $1,742,000. O’Reilly Automotive accounts for approximately 0.9% of Paragon Financial Partners Inc.’s holdings, making the stock its 17th largest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $1,134,311,000. Bank of New York Mellon Corp acquired a new position in shares of O’Reilly Automotive in the 2nd quarter valued at $1,023,936,000. Akre Capital Management LLC raised its position in O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the last quarter. Wellington Management Group LLP boosted its stake in O’Reilly Automotive by 25.1% during the 4th 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. Finally, Ameriprise Financial Inc. boosted its stake in O’Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after purchasing an additional 2,814,071 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $90.23 on Tuesday. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The company has a market cap of $72.99 billion, a P/E ratio of 28.74, a PEG ratio of 1.99 and a beta of 0.51. The firm has a fifty day moving average of $88.93 and a two-hundred day moving average of $91.28.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates 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 was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction 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. This represents a 5.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 90,800 shares of company stock valued at $8,402,644. Corporate insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Raymond James Financial reissued an “outperform” rating and set a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Roth Capital reaffirmed a “buy” rating and set a $111.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research report on Wednesday, July 15th. Finally, DA Davidson set a $106.00 target price on O’Reilly Automotive in a research note on Friday, July 31st. One research 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. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average target price of $107.24.

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.