Callan Family Office LLC Takes $6.85 Million Position in O’Reilly Automotive, Inc. $ORLY

Callan Family Office LLC acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 74,412 shares of the specialty retailer’s stock, valued at approximately $6,853,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ORLY. Cauble & Harre Wealth Management Inc. acquired a new position in O’Reilly Automotive in the 2nd quarter worth about $486,000. C M Bidwell & Associates Ltd. bought a new position in O’Reilly Automotive in the second quarter valued at about $161,000. Keating Financial Advisory Services Inc. acquired a new stake in shares of O’Reilly Automotive during the second quarter valued at about $211,000. OneAscent Wealth Management LLC acquired a new stake in shares of O’Reilly Automotive during the second quarter valued at about $418,000. Finally, Bowie Capital Management LLC bought a new stake in shares of O’Reilly Automotive during the second quarter worth about $53,586,000. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of several recent research reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Morgan Stanley reduced their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Citigroup restated a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on 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 sale, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,200 shares of company stock valued at $568,684 in the last ninety days. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Up 0.0%

Shares of NASDAQ ORLY opened at $89.11 on Friday. The company has a market capitalization of $72.09 billion, a PE ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The firm has a fifty day simple moving average of $88.91 and a 200 day simple moving average of $91.07.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the firm posted $0.78 earnings per share. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts expect that O’Reilly Automotive, Inc. will post 3.27 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.