7,337 Shares in O’Reilly Automotive, Inc. $ORLY Purchased by Focused Alpha LLC

Focused Alpha LLC acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 7,337 shares of the specialty retailer’s stock, valued at approximately $676,000.

Several other institutional investors have also added to or reduced their stakes in the company. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new stake in O’Reilly Automotive in the fourth quarter worth $27,000. Kelleher Financial Advisors purchased a new stake in O’Reilly Automotive in the second quarter worth $28,000. Whipplewood Advisors LLC lifted its position in shares of O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares during the last quarter. Finally, Bell Investment Advisors Inc bought a new stake in shares of O’Reilly Automotive during the second quarter worth $29,000. Institutional investors own 85.00% of the company’s stock.

Insider Activity

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 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 legal filing with the SEC, which is available at this link. Also, 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 completion of the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 90,800 shares of company stock worth $8,402,644. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Price Performance

ORLY opened at $90.23 on Tuesday. The firm has a market capitalization of $72.99 billion, a PE ratio of 28.74, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. The business’s 50-day moving average is $88.93 and its two-hundred day moving average is $91.28. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting 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 period last year, the business earned $0.78 EPS. The company’s 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. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have recently commented on ORLY shares. Morgan Stanley cut 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 report on Thursday, July 30th. Mizuho increased their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. Finally, TD Cowen decreased their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus price target of $107.24.

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.