143,595 Shares in O’Reilly Automotive, Inc. $ORLY Bought by Rockbridge Asset Management LLC

Rockbridge Asset Management LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 143,595 shares of the specialty retailer’s stock, valued at approximately $13,224,000. O’Reilly Automotive makes up approximately 8.5% of Rockbridge Asset Management LLC’s investment portfolio, making the stock its 3rd biggest holding.

Other hedge funds also recently made changes to their positions in the company. Flossbach Von Storch SE purchased a new position in O’Reilly Automotive during the 2nd quarter worth $6,029,000. Great Lakes Advisors LLC acquired a new position in O’Reilly Automotive during the 2nd quarter worth approximately $4,988,000. BOK Financial Private Wealth Inc. acquired a new position in O’Reilly Automotive during the second quarter worth $700,000. Danica Pension Livsforsikringsaktieselskab purchased a new position in shares of O’Reilly Automotive in the 2nd quarter valued at about $11,771,000. Finally, Danske Bank A S purchased a new position in O’Reilly Automotive in the second quarter valued at about $55,784,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $91.20 on Thursday. The firm has a market capitalization of $73.78 billion, a PE ratio of 29.04, a price-to-earnings-growth ratio of 1.98 and a beta of 0.51. The company has a 50-day simple moving average of $88.97 and a 200-day simple moving average of $91.15. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the company earned $0.78 EPS. The company’s revenue for the quarter 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. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent research reports. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Finally, Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by insiders.

O’Reilly Automotive 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.