RIHO Partners LLC Takes Position in O’Reilly Automotive, Inc. $ORLY

RIHO Partners LLC purchased 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 SEC. The institutional investor purchased 217,928 shares of the specialty retailer’s stock, valued at approximately $20,069,000. O’Reilly Automotive comprises about 11.3% of RIHO Partners LLC’s investment portfolio, making the stock its 3rd biggest position.

Other large investors have also recently bought and sold shares of the company. Sivia Capital Partners LLC boosted its stake in shares of O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC lifted its position in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. grew its stake in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the last quarter. BNP Paribas increased its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company raised its stake in shares of O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after purchasing an additional 464,536 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

ORLY has been the topic of a number of analyst reports. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 24th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a report on Wednesday, July 15th. TD Cowen dropped their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, Morgan Stanley cut their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was 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. The trade was a 94.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $88.50 on Friday. The business’s fifty day moving average price is $88.99 and its 200 day moving average price is $90.84. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm has a market capitalization of $71.59 billion, a PE ratio of 28.18, a P/E/G ratio of 1.92 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion during 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%.O’Reilly Automotive’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal 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.