Transamerica Financial Advisors LLC Buys Shares of 42,010 O’Reilly Automotive, Inc. $ORLY

Transamerica Financial Advisors LLC bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 42,010 shares of the specialty retailer’s stock, valued at approximately $3,869,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new position in O’Reilly Automotive in the second quarter valued at approximately $5,950,042,000. State Street Corp lifted its stake in O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Wellington Management Group LLP boosted its holdings in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Finally, Norges Bank bought a new position in shares of O’Reilly Automotive in the 4th quarter valued at $1,134,311,000. Institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent analyst reports. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research report on Wednesday, July 15th. Raymond James Financial reissued an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. TD Cowen dropped their target price on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Trading Down 0.9%

NASDAQ:ORLY opened at $89.55 on Thursday. The stock has a market cap of $72.44 billion, a P/E ratio of 28.52, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51. The stock’s 50-day moving average is $88.94 and its 200-day moving average is $90.91. 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, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the business earned $0.78 EPS. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is currently owned by company insiders.

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.