The Manufacturers Life Insurance Company Makes New Investment in O’Reilly Automotive, Inc. $ORLY

The Manufacturers Life Insurance Company acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 415,513 shares of the specialty retailer’s stock, valued at approximately $38,261,000. The Manufacturers Life Insurance Company owned 0.05% of O’Reilly Automotive as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive in the fourth quarter valued at approximately $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth about $27,000. Kelleher Financial Advisors purchased a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $28,000. Fiduciary Financial Advisors acquired a new stake in O’Reilly Automotive in the second quarter valued at $28,000. Finally, Whipplewood Advisors LLC boosted its holdings in O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after buying an additional 295 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $89.55 on Thursday. The company has a market cap of $72.44 billion, a price-to-earnings ratio of 28.52, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The stock’s 50-day moving average is $88.94 and its 200-day moving average is $90.91.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate 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 company’s revenue was up 8.1% on a year-over-year basis. 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. Research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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 value of $105,984.00. Following the sale, 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,200 shares of company stock valued at $568,684. Corporate insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Roth Capital reaffirmed a “buy” rating and issued a $111.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Evercore reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Morgan Stanley lowered their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, TD Cowen dropped their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

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.