Cwm LLC Acquires 26,102 Shares of O’Reilly Automotive, Inc. $ORLY

Cwm LLC lifted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,281.4% during the second quarter, HoldingsChannel.com reports. The firm owned 28,139 shares of the specialty retailer’s stock after purchasing an additional 26,102 shares during the period. Cwm LLC’s holdings in O’Reilly Automotive were worth $2,536,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ORLY. GAMMA Investing LLC lifted its position in shares of O’Reilly Automotive by 22.3% in the first quarter. GAMMA Investing LLC now owns 1,272 shares of the specialty retailer’s stock worth $1,822,000 after purchasing an additional 232 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in O’Reilly Automotive by 16.4% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 23,195 shares of the specialty retailer’s stock worth $33,227,000 after acquiring an additional 3,272 shares in the last quarter. Kingswood Wealth Advisors LLC raised its position in O’Reilly Automotive by 34.0% during the first quarter. Kingswood Wealth Advisors LLC now owns 445 shares of the specialty retailer’s stock worth $637,000 after acquiring an additional 113 shares in the last quarter. Blue Trust Inc. raised its position in O’Reilly Automotive by 22.3% during the first quarter. Blue Trust Inc. now owns 559 shares of the specialty retailer’s stock worth $801,000 after acquiring an additional 102 shares in the last quarter. Finally, Avior Wealth Management LLC raised its position in O’Reilly Automotive by 3.5% during the first quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer’s stock worth $342,000 after acquiring an additional 8 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $101.60 on Friday. O’Reilly Automotive, Inc. has a one year low of $76.22 and a one year high of $108.71. The company has a market cap of $86.21 billion, a P/E ratio of 36.32, a P/E/G ratio of 2.68 and a beta of 0.60. The firm’s fifty day moving average price is $103.82 and its two-hundred day moving average price is $96.35.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, meeting the consensus estimate of $0.78. O’Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The firm had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.54 billion. During the same period in the previous year, the company earned $10.55 earnings per share. The company’s quarterly revenue 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. As a group, equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Insider Buying and Selling at O’Reilly Automotive

In related news, Director Maria Sastre sold 595 shares of the company’s stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $102.31, for a total value of $60,874.45. Following the transaction, the director directly owned 15,935 shares in the company, valued at approximately $1,630,309.85. This represents a 3.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Mark Joseph Merz sold 29,505 shares of the company’s stock in a transaction dated Tuesday, July 29th. The shares were sold at an average price of $98.25, for a total transaction of $2,898,866.25. Following the completion of the transaction, the senior vice president owned 4,234 shares in the company, valued at $415,990.50. This trade represents a 87.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 125,635 shares of company stock valued at $12,740,916. 1.01% of the stock is currently owned by insiders.

Analysts Set New Price Targets

ORLY has been the topic of several analyst reports. Wolfe Research initiated coverage on shares of O’Reilly Automotive in a research report on Thursday, September 18th. They set an “outperform” rating and a $121.00 price target on the stock. Royal Bank Of Canada upped their price target on shares of O’Reilly Automotive from $98.00 to $104.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Wells Fargo & Company set a $115.00 price target on shares of O’Reilly Automotive and gave the stock an “overweight” rating in a research report on Wednesday. Evercore ISI upped their price target on shares of O’Reilly Automotive from $108.00 to $110.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 12th. Finally, JPMorgan Chase & Co. upped their price target on shares of O’Reilly Automotive from $101.00 to $113.00 and gave the stock an “overweight” rating in a research report on Monday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $109.12.

O’Reilly Automotive Company 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.