154,658 Shares in O’Reilly Automotive, Inc. $ORLY Purchased by Quantbot Technologies LP

Quantbot Technologies LP acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 154,658 shares of the specialty retailer’s stock, valued at approximately $14,242,000. O’Reilly Automotive accounts for approximately 0.6% of Quantbot Technologies LP’s portfolio, making the stock its 13th biggest holding.

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

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $89.11 on Friday. The company has a market capitalization of $72.09 billion, a P/E ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51. The stock’s 50 day moving average price is $88.91 and its 200 day moving average price is $91.07. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71.

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

Insider Activity

In other O’Reilly Automotive 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 directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through 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 transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ORLY has been the subject of a number of research analyst reports. Morgan Stanley cut their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Mizuho upped their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a report on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price 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.