OP Asset Management Ltd Invests $10.83 Million in O’Reilly Automotive, Inc. $ORLY

OP Asset Management Ltd purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 117,274 shares of the specialty retailer’s stock, valued at approximately $10,826,000.

Several other institutional investors have also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC bought a new stake in O’Reilly Automotive during the 4th quarter worth approximately $25,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive in the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the 4th quarter valued at $27,000. Kemnay Advisory Services Inc. acquired a new position in O’Reilly Automotive in the fourth quarter worth $30,000. Finally, IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive in the third quarter worth $31,000. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Morgan Stanley restated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. DA Davidson increased their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

Insider Activity

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares in the company, valued at approximately $462,404.80. This represents a 43.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $86.90 on Friday. The stock has a market capitalization of $72.02 billion, a P/E ratio of 28.40, a price-to-earnings-growth ratio of 1.94 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52 week low of $84.76 and a 52 week high of $108.71. The stock has a fifty day moving average of $90.73 and a 200-day moving average of $92.54.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

O’Reilly Automotive Profile

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.