Moloney Securities Asset Management LLC Boosts Stake in O’Reilly Automotive, Inc. $ORLY

Moloney Securities Asset Management LLC increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,525.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,320 shares of the specialty retailer’s stock after purchasing an additional 11,562 shares during the quarter. Moloney Securities Asset Management LLC’s holdings in O’Reilly Automotive were worth $1,110,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. GAMMA Investing LLC increased its stake in O’Reilly Automotive by 22.3% in the 1st quarter. GAMMA Investing LLC now owns 1,272 shares of the specialty retailer’s stock valued at $1,822,000 after purchasing an additional 232 shares in the last quarter. Golden State Wealth Management LLC increased its position in shares of O’Reilly Automotive by 191.1% in the first quarter. Golden State Wealth Management LLC now owns 131 shares of the specialty retailer’s stock valued at $188,000 after buying an additional 86 shares in the last quarter. Sequoia Financial Advisors LLC increased its position in shares of O’Reilly Automotive by 3.4% in the first quarter. Sequoia Financial Advisors LLC now owns 2,135 shares of the specialty retailer’s stock valued at $3,059,000 after buying an additional 70 shares in the last quarter. Creative Financial Designs Inc. ADV raised its stake in shares of O’Reilly Automotive by 95.1% during the 1st quarter. Creative Financial Designs Inc. ADV now owns 359 shares of the specialty retailer’s stock worth $514,000 after buying an additional 175 shares during the last quarter. Finally, Aaron Wealth Advisors LLC boosted its position in shares of O’Reilly Automotive by 10.1% in the 1st quarter. Aaron Wealth Advisors LLC now owns 427 shares of the specialty retailer’s stock worth $612,000 after buying an additional 39 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $97.27 on Friday. The firm has a market capitalization of $82.53 billion, a price-to-earnings ratio of 33.70, a PEG ratio of 2.60 and a beta of 0.60. O’Reilly Automotive, Inc. has a one year low of $76.22 and a one year high of $108.71. The company’s 50 day moving average price is $103.58 and its 200 day moving average price is $96.61.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.02. O’Reilly Automotive had a net margin of 14.23% and a negative return on equity of 206.86%. The company had revenue of $4.71 billion during the quarter, compared to analyst estimates of $4.69 billion. During the same quarter in the prior year, the business earned $11.41 earnings per share. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. Sell-side analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Insider Buying and Selling

In other news, SVP Shari Lynne Reaves sold 2,000 shares of the stock in a transaction dated Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total value of $207,620.00. Following the completion of the sale, the senior vice president owned 12,826 shares in the company, valued at approximately $1,331,467.06. This trade represents a 13.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Carl David Wilbanks sold 88,485 shares of the business’s stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $102.54, for a total value of $9,073,251.90. Following the transaction, the senior vice president directly owned 10,305 shares in the company, valued at $1,056,674.70. This trade represents a 89.57% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 125,635 shares of company stock worth $12,740,916. Company insiders own 1.01% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of a number of recent research reports. Evercore ISI raised their price objective on shares of O’Reilly Automotive from $108.00 to $110.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 12th. DA Davidson upped their target price on shares of O’Reilly Automotive from $107.00 to $115.00 and gave the company a “buy” rating in a report on Friday, July 25th. The Goldman Sachs Group set a $121.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday. UBS Group reissued a “buy” rating and set a $120.00 price target (up previously from $115.00) on shares of O’Reilly Automotive in a research note on Wednesday, October 15th. Finally, JPMorgan Chase & Co. lifted their price objective on O’Reilly Automotive from $101.00 to $113.00 and gave the company an “overweight” rating in a research report on Monday, July 21st. Eighteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $112.00.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.