Corient Private Wealth LP Takes $101.95 Million Position in O’Reilly Automotive, Inc. $ORLY

Corient Private Wealth LP bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 1,552,173 shares of the specialty retailer’s stock, valued at approximately $101,946,000. Corient Private Wealth LP owned 0.19% of O’Reilly Automotive at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC raised its position 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 period. NewEdge Advisors LLC grew its position in shares of O’Reilly Automotive by 1,473.8% during the 2nd 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 during the period. Sei Investments Co. grew its position in shares of O’Reilly Automotive by 383.1% during the 2nd 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 period. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on ORLY. Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 31st. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Evercore reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho lifted their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. One research 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Trading Down 0.9%

Shares of O’Reilly Automotive stock opened at $89.55 on Thursday. The firm has a market capitalization of $72.44 billion, a PE ratio of 28.52, a P/E/G ratio of 1.97 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 $88.94 and its 200 day moving average price is $90.91.

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

Insider Activity

In other news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on 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 directly owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president 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 SEC filing for this sale provides additional information. Insiders have sold a total of 6,200 shares of company stock worth $568,684 over the last quarter. 0.77% of the stock is currently 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.