Virtu Financial LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Virtu Financial LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 14,639 shares of the specialty retailer’s stock, valued at approximately $1,335,000.

Several other large investors also recently made changes to their positions in the stock. Sivia Capital Partners LLC grew its position in shares of O’Reilly Automotive by 1,190.5% in 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 during the period. NewEdge Advisors LLC raised 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 valued at $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. raised its holdings in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas lifted its stake in O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in O’Reilly Automotive by 1,357.9% in the 2nd 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 during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 105,730 shares of company stock valued at $9,815,388 in the last 90 days. Corporate insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Raymond James Financial reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup reaffirmed a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Truist Financial set a $108.00 target price on O’Reilly Automotive in a research note on Thursday, April 30th. Wells Fargo & Company reissued an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $86.84 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $85.35 and a 52 week high of $108.71. The firm has a market cap of $71.97 billion, a P/E ratio of 28.38, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53. The firm’s 50-day simple moving average is $91.27 and its 200 day simple moving average is $92.94.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the business posted $9.35 earnings per share. The business’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.24 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.