The Manufacturers Life Insurance Company Makes New $38.26 Million Investment in O’Reilly Automotive, Inc. $ORLY

The Manufacturers Life Insurance Company bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 415,513 shares of the specialty retailer’s stock, valued at approximately $38,261,000.

A number of other institutional investors have also modified their holdings of ORLY. Sivia Capital Partners LLC grew its stake in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares in the last quarter. NewEdge Advisors LLC raised its stake in O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. raised its stake in O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares in the last quarter. BNP Paribas lifted its holdings in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares during the last quarter. Finally, Osterweis Capital Management Inc. lifted its holdings in O’Reilly Automotive by 7,475.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,515 shares of the specialty retailer’s stock worth $137,000 after buying an additional 1,495 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ORLY. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a research note on Friday, July 31st. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 24th. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Trading Down 0.9%

Shares of O’Reilly Automotive stock opened at $89.55 on Thursday. The stock has a market capitalization of $72.44 billion, a price-to-earnings ratio of 28.52, a PEG ratio of 1.97 and a beta of 0.51. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The business’s 50 day simple moving average is $88.94 and its 200-day simple moving average is $90.91.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

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 dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,200 shares of company stock worth $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.