Tidal Investments LLC Increases Stake in O’Reilly Automotive, Inc. $ORLY

Tidal Investments LLC boosted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 23.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 186,919 shares of the specialty retailer’s stock after acquiring an additional 35,716 shares during the period. Tidal Investments LLC’s holdings in O’Reilly Automotive were worth $17,213,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. First National Bank of Mount Dora Trust Investment Services increased its holdings in shares of O’Reilly Automotive by 26.8% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock valued at $5,381,000 after acquiring an additional 12,316 shares during the last quarter. Jefferies Financial Group Inc. purchased a new stake in O’Reilly Automotive during the fourth quarter worth approximately $3,908,000. Swiss National Bank lifted its stake in O’Reilly Automotive by 6.5% during the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares during the last quarter. Marble Wealth LLC acquired a new position in O’Reilly Automotive in the fourth quarter valued at approximately $2,559,000. Finally, BNP Paribas Financial Markets boosted its holdings in O’Reilly Automotive by 77.1% in the fourth quarter. BNP Paribas Financial Markets now owns 2,853,830 shares of the specialty retailer’s stock valued at $260,298,000 after purchasing an additional 1,242,846 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction dated 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 in the company, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, 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 completion of the sale, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $85.51 on Friday. The stock has a fifty day moving average price of $88.63 and a 200 day moving average price of $90.37. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The company has a market cap of $69.17 billion, a PE ratio of 27.23, a P/E/G ratio of 2.14 and a beta of 0.52.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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 negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same period last year, the firm earned $0.78 EPS. The company’s quarterly 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. Analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 24th. Finally, Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.