King Luther Capital Management Corp Raises Stock Position in O’Reilly Automotive, Inc. $ORLY

King Luther Capital Management Corp lifted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,276,855 shares of the specialty retailer’s stock after buying an additional 170,068 shares during the period. O’Reilly Automotive comprises 1.0% of King Luther Capital Management Corp’s holdings, making the stock its 23rd largest holding. King Luther Capital Management Corp’s holdings in O’Reilly Automotive were worth $245,468,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in ORLY. Sivia Capital Partners LLC increased its stake in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares during the last quarter. DekaBank Deutsche Girozentrale lifted its stake in shares of O’Reilly Automotive by 2.2% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 17,758 shares of the specialty retailer’s stock valued at $1,585,000 after purchasing an additional 380 shares during the last quarter. Avidian Wealth Enterprises LLC boosted its holdings in shares of O’Reilly Automotive by 1,248.4% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 2,535 shares of the specialty retailer’s stock worth $228,000 after purchasing an additional 2,347 shares during the period. Phoenix Financial Ltd. increased its position in shares of O’Reilly Automotive by 1,797.4% during the 2nd quarter. Phoenix Financial Ltd. now owns 4,326 shares of the specialty retailer’s stock valued at $390,000 after purchasing an additional 4,098 shares during the last quarter. Finally, Pittenger & Anderson Inc. raised its holdings in O’Reilly Automotive by 158.6% during the 2nd quarter. Pittenger & Anderson Inc. now owns 375 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 230 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of the stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This represents a 98.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at $485,190. The trade was a 42.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 1.01% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent analyst reports. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. lowered their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Finally, Robert W. Baird downgraded shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective for the company. in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Trading Up 0.2%

NASDAQ ORLY opened at $92.75 on Thursday. The stock has a market cap of $78.29 billion, a PE ratio of 31.30, a PEG ratio of 2.07 and a beta of 0.62. O’Reilly Automotive, Inc. has a 12 month low of $85.55 and a 12 month high of $108.71. The company’s 50-day moving average price is $94.38 and its 200-day moving average price is $98.95.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). The company had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The business’s revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the firm posted $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current 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.