Man Group plc Buys New Shares in O’Reilly Automotive, Inc. $ORLY

Man Group plc acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,048,747 shares of the specialty retailer’s stock, valued at approximately $280,759,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ORLY. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive during the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at about $27,000. Kelleher Financial Advisors purchased a new position in O’Reilly Automotive in the second quarter valued at about $28,000. Fiduciary Financial Advisors acquired a new position in shares of O’Reilly Automotive during the second quarter worth about $28,000. Finally, Whipplewood Advisors LLC lifted its stake 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 in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $90.32 on Wednesday. The company has a market capitalization of $73.07 billion, a P/E ratio of 28.76, a P/E/G ratio of 1.98 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock has a 50-day moving average price of $88.92 and a 200 day moving average price of $90.93.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results 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 company had revenue of $4.89 billion for 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%.O’Reilly Automotive’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ORLY has been the subject of a number of recent research reports. Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a research note on Friday, July 24th. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. Roth Capital restated a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Citigroup reaffirmed a “buy” rating and issued a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

Insider Activity at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s 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 transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,200 shares of company stock valued at $568,684 over the last three months. 0.77% of the stock is owned by 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.