Evolve Private Wealth LLC Acquires Shares of 9,276 O’Reilly Automotive, Inc. $ORLY

Evolve Private Wealth LLC acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,276 shares of the specialty retailer’s stock, valued at approximately $854,000.

Other large investors have also recently made changes to their positions in the company. Caldwell Trust Co increased its position in O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services lifted its position in O’Reilly Automotive by 26.8% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock valued at $5,381,000 after purchasing an additional 12,316 shares during the last quarter. Jefferies Financial Group Inc. bought a new position in O’Reilly Automotive during the fourth quarter valued at $3,908,000. Swiss National Bank grew its stake in shares of O’Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after buying an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of O’Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after buying an additional 115,447 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $89.11 on Monday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company has a market cap 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 company’s fifty day simple moving average is $88.91 and its 200-day simple moving average is $91.02.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting 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 firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were 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 $1,374,994.50. This trade represents 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 hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,200 shares of company stock valued at $568,684 over the last 90 days. Insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on ORLY shares. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Morgan Stanley reduced their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. Finally, DA Davidson set a $106.00 price objective on O’Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Company 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.