Waldron Private Wealth LLC Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Waldron Private Wealth LLC grew its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,400.0% in the second quarter, Holdings Channel.com reports. The firm owned 3,105 shares of the specialty retailer’s stock after acquiring an additional 2,898 shares during the quarter. Waldron Private Wealth LLC’s holdings in O’Reilly Automotive were worth $280,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in ORLY. GAMMA Investing LLC grew 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 valued at $1,822,000 after purchasing an additional 232 shares in the last quarter. Golden State Wealth Management LLC grew its position in shares of O’Reilly Automotive by 191.1% in the first quarter. Golden State Wealth Management LLC now owns 131 shares of the specialty retailer’s stock valued at $188,000 after purchasing an additional 86 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in shares of O’Reilly Automotive by 3.4% in the first quarter. Sequoia Financial Advisors LLC now owns 2,135 shares of the specialty retailer’s stock valued at $3,059,000 after purchasing an additional 70 shares in the last quarter. Aaron Wealth Advisors LLC grew its position in shares of O’Reilly Automotive by 10.1% in the first quarter. Aaron Wealth Advisors LLC now owns 427 shares of the specialty retailer’s stock valued at $612,000 after purchasing an additional 39 shares in the last quarter. Finally, Perpetual Ltd grew its position in shares of O’Reilly Automotive by 11.2% in the first quarter. Perpetual Ltd now owns 564 shares of the specialty retailer’s stock valued at $808,000 after purchasing an additional 57 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In other news, SVP Shari Lynne Reaves sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total transaction of $207,620.00. Following the sale, the senior vice president owned 12,826 shares of the company’s stock, valued at approximately $1,331,467.06. This represents a 13.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Mark Joseph Merz sold 29,505 shares of the company’s stock in a transaction on Tuesday, July 29th. The stock was sold at an average price of $98.25, for a total value of $2,898,866.25. Following the sale, the senior vice president directly owned 4,234 shares in the company, valued at $415,990.50. This represents a 87.45% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 125,635 shares of company stock valued at $12,740,916 over the last three months. 1.01% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Down 1.0%

NASDAQ:ORLY opened at $97.27 on Monday. The stock’s fifty day moving average is $103.58 and its two-hundred day moving average is $96.72. O’Reilly Automotive, Inc. has a 52 week low of $76.22 and a 52 week high of $108.71. The stock has a market capitalization of $82.53 billion, a price-to-earnings ratio of 33.70, a price-to-earnings-growth ratio of 2.56 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The company had revenue of $4.71 billion for the quarter, compared to analysts’ expectations of $4.69 billion. During the same period in the prior year, the firm earned $11.41 earnings per share. The firm’s revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. On average, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Barclays restated an “equal weight” rating and issued a $86.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 25th. Citigroup upped their price objective on O’Reilly Automotive from $104.00 to $114.00 and gave the company a “buy” rating in a report on Friday, July 25th. Guggenheim upped their price objective on O’Reilly Automotive from $98.00 to $110.00 and gave the company a “buy” rating in a report on Friday, July 25th. Wells Fargo & Company set a $115.00 price objective on O’Reilly Automotive and gave the company an “overweight” rating in a report on Wednesday, October 15th. Finally, Morgan Stanley upped their price objective on O’Reilly Automotive from $105.00 to $115.00 and gave the company an “overweight” rating in a report on Thursday. Eighteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $112.00.

About O’Reilly Automotive

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.