Johnson Financial Group Inc. Purchases New Stake in O’Reilly Automotive, Inc. $ORLY

Johnson Financial Group Inc. bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, Holdings Channel reports. The fund bought 35,726 shares of the specialty retailer’s stock, valued at approximately $3,290,000.

A number of other institutional investors have also made changes to their positions in ORLY. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new stake in shares of O’Reilly Automotive in the 4th quarter valued at approximately $27,000. Kelleher Financial Advisors acquired a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at approximately $28,000. Whipplewood Advisors LLC boosted its stake in O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 295 shares during the last quarter. Finally, Bell Investment Advisors Inc bought a new position in O’Reilly Automotive during the 2nd quarter worth approximately $29,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value 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 trade represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 6,200 shares of company stock worth $568,684. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on ORLY. TD Cowen lowered their target price on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Mizuho boosted their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Raymond James Financial restated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Finally, UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. One research 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $91.20 on Thursday. The firm has a market cap of $73.78 billion, a P/E ratio of 29.04, a PEG ratio of 1.98 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 firm’s 50 day moving average price is $88.97 and its two-hundred day moving average price is $91.15.

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