Silvant Capital Management LLC Invests $5.23 Million in O’Reilly Automotive, Inc. $ORLY

Silvant Capital Management LLC purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 56,796 shares of the specialty retailer’s stock, valued at approximately $5,230,000.

A number of other large investors have also recently modified their holdings of the company. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter valued at $27,000. Kelleher Financial Advisors purchased a new position in shares of O’Reilly Automotive during the second quarter valued at $28,000. Whipplewood Advisors LLC raised its holdings in shares of 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 acquiring an additional 295 shares in the last quarter. Finally, Bell Investment Advisors Inc bought a new stake in shares of O’Reilly Automotive in the second quarter valued at about $29,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $89.08 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The firm has a market capitalization of $72.06 billion, a price-to-earnings ratio of 28.37, a PEG ratio of 1.99 and a beta of 0.51. The stock’s 50-day simple moving average is $88.95 and its 200-day simple moving average is $91.08.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates 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 revenue was up 8.1% on a year-over-year basis. During the same period last year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analysts Set New Price Targets

ORLY has been the topic of several recent research reports. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Citigroup reaffirmed a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 24th. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on 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 transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was 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 quarter, insiders have sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is owned by corporate insiders.

About O’Reilly Automotive

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.