Landscape Capital Management L.L.C. Takes $6.15 Million Position in O’Reilly Automotive, Inc. $ORLY

Landscape Capital Management L.L.C. acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 67,468 shares of the specialty retailer’s stock, valued at approximately $6,154,000.

A number of other hedge funds have also modified their holdings of ORLY. Eagle Bay Advisors LLC acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at about $25,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $27,000. IAG Wealth Partners LLC acquired a new stake in O’Reilly Automotive during the third quarter worth about $31,000. Finally, Ares Financial Consulting LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $34,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. DA Davidson raised their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Evercore reaffirmed an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Mizuho raised their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a report on Friday, May 1st. Finally, TD Cowen reaffirmed a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Insiders Place Their Bets

In other news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Trading Up 1.0%

Shares of ORLY stock opened at $91.02 on Friday. The company has a market capitalization of $75.43 billion, a P/E ratio of 29.75, a P/E/G ratio of 2.01 and a beta of 0.53. The business’s 50 day moving average is $91.60 and its two-hundred day moving average is $93.37. O’Reilly Automotive, Inc. has a 12-month low of $85.35 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.O’Reilly Automotive’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

O’Reilly Automotive Company 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.