Junto Capital Management LP Buys New Shares in O’Reilly Automotive, Inc. $ORLY

Junto Capital Management LP bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,982,469 shares of the specialty retailer’s stock, valued at approximately $182,566,000. O’Reilly Automotive makes up about 3.2% of Junto Capital Management LP’s investment portfolio, making the stock its biggest position. Junto Capital Management LP owned 0.25% of O’Reilly Automotive at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of ORLY. Tidal Investments LLC increased its stake in shares of O’Reilly Automotive by 23.6% during the second quarter. Tidal Investments LLC now owns 186,919 shares of the specialty retailer’s stock worth $17,213,000 after buying an additional 35,716 shares during the period. Van Hulzen Asset Management LLC purchased a new position in O’Reilly Automotive in the second quarter worth approximately $1,558,000. MCF Advisors LLC grew its holdings in O’Reilly Automotive by 14.3% during the 2nd quarter. MCF Advisors LLC now owns 21,879 shares of the specialty retailer’s stock worth $2,015,000 after acquiring an additional 2,743 shares in the last quarter. National Pension Service grew its holdings in O’Reilly Automotive by 2.0% during the 2nd quarter. National Pension Service now owns 2,279,184 shares of the specialty retailer’s stock worth $209,890,000 after acquiring an additional 43,770 shares in the last quarter. Finally, WINTON GROUP Ltd purchased a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at approximately $3,413,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Raymond James Financial reissued an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen cut their price target on 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. DA Davidson set a $106.00 price target on O’Reilly Automotive in a report on Friday, July 31st. Finally, Roth Capital reaffirmed a “buy” rating and set a $111.00 price objective 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, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Maria Sastre sold 2,000 shares of the company’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 directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 6,000 shares of company stock worth $550,530 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Trading Up 0.2%

Shares of NASDAQ:ORLY opened at $86.08 on Thursday. The company has a market capitalization of $69.64 billion, a PE ratio of 27.41, a P/E/G ratio of 2.13 and a beta of 0.52. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The firm has a 50 day simple moving average of $88.72 and a 200-day simple moving average of $90.43.

O’Reilly Automotive (NASDAQ:ORLY) last issued its 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 net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.