Flputnam Investment Management Co. Has $17.77 Million Stake in O’Reilly Automotive, Inc. $ORLY

Flputnam Investment Management Co. raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 194,874 shares of the specialty retailer’s stock after purchasing an additional 6,101 shares during the quarter. Flputnam Investment Management Co.’s holdings in O’Reilly Automotive were worth $17,774,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of ORLY. Akre Capital Management LLC raised its stake in shares of O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at about $435,620,000. Ameriprise Financial Inc. raised its stake in shares of O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after purchasing an additional 2,814,071 shares during the period. Raymond James Financial Inc. raised its stake in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after purchasing an additional 2,176,568 shares during the period. Finally, Capital World Investors acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at about $153,650,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on ORLY. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. UBS Group increased their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Roth Mkm restated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Citigroup reaffirmed a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $89.87 on Wednesday. O’Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71. The company has a market capitalization of $74.48 billion, a P/E ratio of 29.37, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. The company has a 50-day simple moving average of $91.91 and a 200 day simple moving average of $94.21.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $9.35 earnings per share. 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.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares in the company, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 104,530 shares of company stock worth $9,709,404 in the last three months. 0.77% of the stock is owned by corporate insiders.

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.