Grandfield & Dodd LLC Makes New $597,000 Investment in O’Reilly Automotive, Inc. $ORLY

Grandfield & Dodd LLC purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 6,480 shares of the specialty retailer’s stock, valued at approximately $597,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sivia Capital Partners LLC raised its position in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 3,262 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. raised its holdings in shares of O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas raised its stake in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its stake in shares of O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 0.9%

Shares of O’Reilly Automotive stock opened at $90.23 on Tuesday. The stock has a market capitalization of $72.99 billion, a price-to-earnings ratio of 28.74, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm has a fifty day simple moving average of $88.93 and a 200-day simple moving average of $91.28.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the business posted $0.78 earnings per share. The firm’s revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analysts Set New Price Targets

ORLY has been the topic of several recent analyst reports. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings raised shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. TD Cowen reduced their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Finally, Raymond James Financial reiterated an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Insider Activity at O’Reilly Automotive

In other news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The stock was 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 of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 90,800 shares of company stock valued at $8,402,644 in the last quarter. Company insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

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.