Dearborn Partners LLC Acquires New Holdings in O’Reilly Automotive, Inc. $ORLY

Dearborn Partners LLC bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,468 shares of the specialty retailer’s stock, valued at approximately $597,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive in the 4th quarter worth about $27,000. Kelleher Financial Advisors acquired a new position in O’Reilly Automotive in the 2nd quarter worth about $28,000. Whipplewood Advisors LLC raised its position in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares during the last quarter. Finally, Bell Investment Advisors Inc bought a new position in O’Reilly Automotive in the second quarter valued at about $29,000. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on ORLY shares. Citigroup restated a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 24th. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a research report on Wednesday, July 15th. Finally, Roth Capital reaffirmed a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. One 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Insiders Place Their Bets

In other news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,200 shares of company stock worth $568,684. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $90.68 on Tuesday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm’s fifty day moving average is $88.92 and its 200-day moving average is $90.97. The firm has a market cap of $73.36 billion, a P/E ratio of 28.88, a P/E/G ratio of 1.95 and a beta of 0.51.

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

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.