Paragon Financial Partners Inc. Acquires New Shares in O’Reilly Automotive, Inc. $ORLY

Paragon Financial Partners Inc. acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 19,500 shares of the specialty retailer’s stock, valued at approximately $1,742,000. O’Reilly Automotive accounts for about 0.9% of Paragon Financial Partners Inc.’s portfolio, making the stock its 17th largest position.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in shares of O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp lifted its stake in O’Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after buying an additional 140,387 shares in the last quarter. Geode Capital Management LLC lifted its stake in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after buying an additional 372,896 shares in the last quarter. Wellington Management Group LLP grew its holdings in O’Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after buying an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new stake in O’Reilly Automotive during the 4th quarter valued at $1,134,311,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Raymond James Financial reissued an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Citigroup reiterated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Morgan Stanley reduced their target price 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. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, Mizuho boosted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Trading Down 0.9%

NASDAQ ORLY opened at $90.23 on Tuesday. The business’s 50-day moving average price is $88.93 and its 200 day moving average price is $91.28. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company 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.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period last year, the company earned $0.78 EPS. The firm’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 predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Activity at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was 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. This represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 company 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.