Empowered Funds LLC Increases Stock Position in O’Reilly Automotive, Inc. $ORLY

Empowered Funds LLC grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 505.7% during the 1st quarter, Holdings Channel reports. The firm owned 331,488 shares of the specialty retailer’s stock after buying an additional 276,761 shares during the period. Empowered Funds LLC’s holdings in O’Reilly Automotive were worth $30,600,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Sivia Capital Partners LLC raised its holdings in shares of 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 acquiring an additional 3,262 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after acquiring an additional 65,067 shares in the last quarter. Sei Investments Co. boosted its stake in shares of 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 acquiring an additional 444,371 shares during the last quarter. BNP Paribas boosted its stake in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company increased its position in O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after purchasing an additional 464,536 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages recently weighed in on ORLY. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Citigroup reiterated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $110.22.

O’Reilly Automotive Trading Up 3.6%

O’Reilly Automotive stock opened at $90.59 on Tuesday. The stock has a fifty day moving average price of $88.37 and a 200 day moving average price of $91.74. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm has a market capitalization of $75.07 billion, a P/E ratio of 29.60, a PEG ratio of 1.93 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the company earned $9.35 EPS. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS 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.