Northwestern Mutual Wealth Management Co. Takes Position in O’Reilly Automotive, Inc. $ORLY

Northwestern Mutual Wealth Management Co. purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, Holdings Channel reports. The firm purchased 58,800 shares of the specialty retailer’s stock, valued at approximately $5,415,000.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in O’Reilly Automotive in the second quarter worth approximately $5,950,042,000. Norges Bank purchased a new position in shares of O’Reilly Automotive during the fourth quarter worth approximately $1,134,311,000. Bank of New York Mellon Corp bought a new stake in shares of O’Reilly Automotive in the 2nd quarter worth approximately $1,023,936,000. Akre Capital Management LLC lifted its holdings in shares of O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the last quarter. Finally, Wellington Management Group LLP boosted its stake in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on ORLY shares. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. Citigroup reissued a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. 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. Finally, Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $89.11 on Monday. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The company has a market cap of $72.09 billion, a PE 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 is $88.91 and its 200 day 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, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the company posted $0.78 EPS. O’Reilly Automotive’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. Analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Activity at O’Reilly Automotive

In related news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive 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 owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Maria Sastre sold 2,000 shares of the business’s 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 in the company, 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 sold a total of 6,200 shares of company stock worth $568,684 over the last quarter. 0.77% of the stock is owned by corporate insiders.

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.