Rakuten Investment Management Inc. Invests $18.04 Million in O’Reilly Automotive, Inc. $ORLY

Rakuten Investment Management Inc. bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 200,125 shares of the specialty retailer’s stock, valued at approximately $18,043,000.

A number of other large investors have also recently added to or reduced their stakes in ORLY. RIHO Partners LLC acquired a new position in O’Reilly Automotive in the second quarter worth approximately $20,069,000. RB Capital Management LLC acquired a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at $762,000. Orion Capital Management LLC acquired a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at $2,454,000. Glenview Trust Co bought a new stake in shares of O’Reilly Automotive during the 2nd quarter worth $13,722,000. Finally, Empowered Funds LLC acquired a new position in shares of O’Reilly Automotive in the 2nd quarter worth $33,923,000. 85.00% of the stock is currently owned by institutional investors.

Insider Activity at O’Reilly Automotive

In other news, Director Maria Sastre sold 2,000 shares of the stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ORLY. Citigroup reaffirmed a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Raymond James Financial reissued an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, DA Davidson set a $106.00 target price on 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 assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $88.50 on Friday. The business’s 50-day moving average price is $88.99 and its two-hundred day moving average price is $90.84. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The company has a market capitalization of $71.59 billion, a P/E ratio of 28.18, a price-to-earnings-growth ratio of 1.92 and a beta of 0.51.

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 the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm’s revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

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.