Varma Mutual Pension Insurance Co Buys Shares of 146,720 O’Reilly Automotive, Inc. $ORLY

Varma Mutual Pension Insurance Co acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, Holdings Channel reports. The fund acquired 146,720 shares of the specialty retailer’s stock, valued at approximately $13,511,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Pinnacle Wealth Management Advisory Group LLC lifted its stake in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after buying an additional 104 shares during the last quarter. Quadcap Wealth Management LLC boosted its holdings in shares of O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares during the period. Mainstream Capital Management LLC grew its position in shares of O’Reilly Automotive by 0.9% during the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after acquiring an additional 109 shares during the last quarter. Dynasty Wealth Management LLC grew its position in shares of O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock worth $390,000 after acquiring an additional 113 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC increased its holdings in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 114 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction 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 Securities & Exchange Commission, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was 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 in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,200 shares of company stock worth $568,684 over the last three months. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on ORLY. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research report on Wednesday, July 15th. Morgan Stanley dropped their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Roth Capital reaffirmed a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Finally, Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 31st. One equities research 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Price Performance

ORLY stock opened at $89.11 on Monday. The company has a 50-day simple moving average of $88.91 and a 200 day simple moving average of $91.02. The company has a market capitalization of $72.09 billion, a P/E ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm 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. O’Reilly Automotive’s quarterly revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

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.