Junto Capital Management LP Acquires Shares of 1,982,469 O’Reilly Automotive, Inc. $ORLY

Junto Capital Management LP bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,982,469 shares of the specialty retailer’s stock, valued at approximately $182,566,000. O’Reilly Automotive comprises approximately 3.2% of Junto Capital Management LP’s holdings, making the stock its largest holding.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in ORLY. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive in the second quarter valued at approximately $28,000. Fiduciary Financial Advisors purchased a new stake in shares of O’Reilly Automotive during the second quarter worth approximately $28,000. Finally, Whipplewood Advisors LLC raised its stake in shares of O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

ORLY has been the topic of a number of analyst reports. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. 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. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $86.08 on Thursday. The business’s fifty day moving average price is $88.72 and its 200 day moving average price is $90.43. The firm has a market capitalization of $69.64 billion, a PE ratio of 27.41, a P/E/G ratio of 2.13 and a beta of 0.52. 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 released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting 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%.O’Reilly Automotive’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Thomas Hendrickson sold 1,000 shares of the company’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the transaction, the director owned 18,675 shares in the company, valued at $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.