William Blair Investment Management LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

William Blair Investment Management LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,855,002 shares of the specialty retailer’s stock, valued at approximately $170,827,000.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after acquiring an additional 458,613 shares during the period. BlackRock Inc. acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $5,950,042,000. State Street Corp raised its stake in O’Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after acquiring an additional 140,387 shares during the period. Geode Capital Management LLC raised its stake in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after acquiring an additional 372,896 shares during the period. Finally, Wellington Management Group LLP lifted its holdings in O’Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

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

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $89.11 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm’s 50-day simple moving average is $88.91 and its 200 day simple moving average is $91.07. The firm has a market cap of $72.09 billion, a price-to-earnings ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51.

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ORLY shares. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Roth Capital reissued a “buy” rating and issued a $111.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. Citigroup restated a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, TD Cowen decreased their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $107.24.

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.