Korea Investment CORP Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Korea Investment CORP bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 600,666 shares of the specialty retailer’s stock, valued at approximately $55,315,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Sivia Capital Partners LLC boosted its holdings 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 period. NewEdge Advisors LLC increased 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 period. Sei Investments Co. increased 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 period. BNP Paribas raised its position in O’Reilly Automotive by 1,400.0% during 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 in the last quarter. Finally, The Manufacturers Life Insurance Company raised its position in O’Reilly Automotive by 1,357.9% during 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 in the last quarter. Institutional investors own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. The trade was a 94.07% 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 Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated 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 owned 19,675 shares of the company’s stock, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,200 shares of company stock valued at $568,684 over the last quarter. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Trading Up 0.0%

Shares of NASDAQ ORLY opened at $89.11 on Friday. The stock has a market capitalization of $72.09 billion, a PE ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. The stock’s fifty day simple moving average is $88.91 and its two-hundred day simple moving average is $91.07. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion for 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 business’s revenue was up 8.1% compared to the same quarter last year. During the same period 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, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have recently issued reports on ORLY. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 24th. Evercore restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. TD Cowen decreased their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. One investment 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

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.