Pointe Capital Management LLC Takes $962,000 Position in O’Reilly Automotive, Inc. $ORLY

Pointe Capital Management LLC bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 10,447 shares of the specialty retailer’s stock, valued at approximately $962,000.

Other institutional investors have also made changes to their positions in the company. Pinnacle Wealth Management Advisory Group LLC lifted its holdings in O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after purchasing an additional 104 shares during the last quarter. Quadcap Wealth Management LLC boosted its position in O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after purchasing an additional 108 shares during the period. Mainstream Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 0.9% in the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after purchasing an additional 109 shares during the last quarter. Dynasty Wealth Management LLC increased its holdings in shares of O’Reilly Automotive by 2.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after purchasing an additional 113 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC raised its position in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 114 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred 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 sale, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is currently owned by corporate 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 P/E ratio of 28.76, a PEG ratio of 1.98 and a beta of 0.51. The stock’s fifty day moving average is $88.92 and its 200 day moving average is $90.93. 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 quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86. The business 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%. O’Reilly Automotive’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have recently issued reports on ORLY. 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 note on Thursday, July 30th. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average 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.