SGL Investment Advisors Inc. Makes New Investment in O’Reilly Automotive, Inc. $ORLY

SGL Investment Advisors Inc. purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 46,353 shares of the specialty retailer’s stock, valued at approximately $4,275,000. O’Reilly Automotive makes up 1.5% of SGL Investment Advisors Inc.’s investment portfolio, making the stock its 28th biggest holding.

A number of other large investors also recently modified their holdings of the business. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter valued at $27,000. Kelleher Financial Advisors purchased a new stake in shares of O’Reilly Automotive during the second quarter valued at $28,000. Whipplewood Advisors LLC lifted its stake in O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares in the last quarter. Finally, Bell Investment Advisors Inc acquired a new position in O’Reilly Automotive in the 2nd quarter worth approximately $29,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Citigroup restated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. Roth Capital reaffirmed a “buy” rating and set a $111.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Morgan Stanley lowered their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $107.24.

Insiders Place Their Bets

In related news, 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 transaction of $183,700.00. Following the transaction, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Stock Down 2.3%

O’Reilly Automotive stock opened at $89.08 on Friday. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The stock has a 50-day simple moving average of $88.95 and a 200 day simple moving average of $91.08. The stock has a market capitalization of $72.06 billion, a price-to-earnings ratio of 28.37, a P/E/G ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion during 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%.The firm’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

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.