Dearborn Partners LLC Acquires Shares of 6,468 O’Reilly Automotive, Inc. $ORLY

Dearborn Partners LLC bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,468 shares of the specialty retailer’s stock, valued at approximately $597,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Sivia Capital Partners LLC grew its position in shares of O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares during the last quarter. Sei Investments Co. lifted its holdings in O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares during the last quarter. BNP Paribas boosted its stake in O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its stake in O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the period. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen lowered their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Roth Capital reiterated a “buy” rating and issued a $111.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. DA Davidson set a $106.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One research 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Trading Up 1.8%

Shares of NASDAQ:ORLY opened at $90.68 on Tuesday. The firm has a 50 day moving average of $88.92 and a 200-day moving average of $90.97. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The stock has a market capitalization of $73.36 billion, a PE ratio of 28.88, a PEG ratio of 1.95 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate 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 firm’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter last year, the business posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction 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 sale, the director directly owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction 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 directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 6,200 shares of company stock worth $568,684 over the last three months. Insiders own 0.77% of the company’s stock.

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.