Meiji Yasuda Asset Management Co Ltd. Makes New $919,000 Investment in O’Reilly Automotive, Inc. $ORLY

Meiji Yasuda Asset Management Co Ltd. acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,974 shares of the specialty retailer’s stock, valued at approximately $919,000.

Other hedge funds also recently bought and sold shares of the company. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive in the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Kelleher Financial Advisors purchased a new position in shares of O’Reilly Automotive in the 2nd quarter valued at $28,000. Whipplewood Advisors LLC lifted its stake in shares of 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 purchasing an additional 295 shares in the last quarter. Finally, Bell Investment Advisors Inc acquired a new position in O’Reilly Automotive during the 2nd quarter worth approximately $29,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

In other news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on 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 directly owned 19,675 shares of the company’s stock, valued at approximately $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. Insiders have sold 6,200 shares of company stock worth $568,684 in the last three months. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $90.32 on Wednesday. The stock has a market capitalization of $73.07 billion, a price-to-earnings ratio of 28.76, a PEG ratio of 1.98 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The company has a 50 day moving average price of $88.92 and a 200 day moving average price of $90.93.

O’Reilly Automotive (NASDAQ:ORLY) last posted 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. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company 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 company earned $0.78 earnings per share. The firm’s revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

ORLY has been the topic of a number of recent analyst reports. Roth Capital reiterated a “buy” rating and issued a $111.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Raymond James Financial restated an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Citigroup restated a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

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.