O’Reilly Automotive, Inc. $ORLY Shares Bought by Ironvine Capital Partners LLC

Ironvine Capital Partners LLC grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 274,802 shares of the specialty retailer’s stock after purchasing an additional 22,293 shares during the quarter. O’Reilly Automotive makes up 2.2% of Ironvine Capital Partners LLC’s portfolio, making the stock its 18th largest holding. Ironvine Capital Partners LLC’s holdings in O’Reilly Automotive were worth $25,307,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC acquired a new stake in O’Reilly Automotive in the fourth quarter worth $27,000. Kelleher Financial Advisors acquired a new stake in O’Reilly Automotive in the second quarter worth $28,000. Fiduciary Financial Advisors bought a new stake in O’Reilly Automotive in the second quarter valued at $28,000. Finally, Whipplewood Advisors LLC lifted its stake in 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 buying an additional 295 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred 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 $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the transaction, the director owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on ORLY shares. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. Mizuho lifted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research report on Wednesday, July 15th. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $87.95 on Wednesday. The firm has a market capitalization of $71.15 billion, a price-to-earnings ratio of 28.01, a price-to-earnings-growth ratio of 1.94 and a beta of 0.52. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock’s fifty day moving average is $89.06 and its 200-day moving average is $90.75.

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

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.