JSF Financial LLC Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

JSF Financial LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,602.2% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 11,541 shares of the specialty retailer’s stock after acquiring an additional 10,863 shares during the period. JSF Financial LLC’s holdings in O’Reilly Automotive were worth $1,040,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in shares of O’Reilly Automotive by 1.5% during the 1st quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer’s stock worth $7,504,421,000 after buying an additional 75,125 shares during the last quarter. Wellington Management Group LLP raised its position in shares of O’Reilly Automotive by 20.8% in the 1st quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer’s stock worth $2,757,148,000 after buying an additional 330,964 shares during the period. Vaughan Nelson Investment Management L.P. grew its position in O’Reilly Automotive by 1,052.9% during the second quarter. Vaughan Nelson Investment Management L.P. now owns 1,722,403 shares of the specialty retailer’s stock valued at $155,240,000 after acquiring an additional 1,573,010 shares during the period. Congress Asset Management Co. grew its position in O’Reilly Automotive by 1,385.2% during the second quarter. Congress Asset Management Co. now owns 1,580,484 shares of the specialty retailer’s stock valued at $142,449,000 after acquiring an additional 1,474,068 shares during the period. Finally, Robeco Institutional Asset Management B.V. grew its position in O’Reilly Automotive by 1,438.7% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,388,550 shares of the specialty retailer’s stock valued at $125,150,000 after acquiring an additional 1,298,307 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In related news, Director Maria Sastre sold 595 shares of the business’s stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total transaction of $60,874.45. Following the completion of the sale, the director owned 15,935 shares of the company’s stock, valued at $1,630,309.85. This represents a 3.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mark Joseph Merz sold 5,050 shares of O’Reilly Automotive stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $99.07, for a total value of $500,303.50. Following the completion of the transaction, the senior vice president owned 2,876 shares of the company’s stock, valued at approximately $284,925.32. The trade was a 63.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 125,635 shares of company stock worth $12,740,916 in the last quarter. 1.01% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Trading Down 0.2%

Shares of ORLY opened at $104.79 on Friday. The firm has a market cap of $88.91 billion, a price-to-earnings ratio of 37.46, a PEG ratio of 2.77 and a beta of 0.60. The stock has a 50 day moving average of $103.61 and a 200-day moving average of $95.72. O’Reilly Automotive, Inc. has a 52 week low of $76.10 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.78. O’Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%.The firm had revenue of $4.53 billion for the quarter, compared to analysts’ expectations of $4.54 billion. During the same period last year, the business posted $10.55 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on ORLY shares. Wolfe Research started coverage on O’Reilly Automotive in a research note on Thursday, September 18th. They issued an “outperform” rating and a $121.00 price objective on the stock. JPMorgan Chase & Co. raised their target price on shares of O’Reilly Automotive from $101.00 to $113.00 and gave the company an “overweight” rating in a research note on Monday, July 21st. Argus began coverage on shares of O’Reilly Automotive in a research note on Wednesday, August 13th. They issued a “buy” rating and a $120.00 target price on the stock. Citigroup increased their price target on O’Reilly Automotive from $104.00 to $114.00 and gave the company a “buy” rating in a report on Friday, July 25th. Finally, Truist Financial raised their price objective on O’Reilly Automotive from $103.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, July 25th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Buy” and an average price target of $107.17.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.