Van Hulzen Asset Management LLC Makes New $1.56 Million Investment in O’Reilly Automotive, Inc. $ORLY

Van Hulzen Asset Management LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, Holdings Channel reports. The institutional investor acquired 16,915 shares of the specialty retailer’s stock, valued at approximately $1,558,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of ORLY. Quadcap Wealth Management LLC increased its holdings in O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares during the period. Mainstream Capital Management LLC boosted its holdings in shares of O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares during the last quarter. Dynasty Wealth Management LLC lifted its position in O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after purchasing an additional 113 shares during the period. Kohmann Bosshard Financial Services LLC lifted its position in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 114 shares during the period. Finally, Meridian Wealth Management LLC boosted its holdings in O’Reilly Automotive by 0.3% in the fourth quarter. Meridian Wealth Management LLC now owns 44,860 shares of the specialty retailer’s stock valued at $4,092,000 after purchasing an additional 122 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

ORLY has been the subject of a number of recent research reports. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley dropped their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive Trading Up 0.2%

ORLY stock opened at $86.08 on Thursday. The firm has a 50-day moving average of $88.72 and a two-hundred day moving average of $90.43. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The company has a market cap of $69.64 billion, a price-to-earnings ratio of 27.41, a PEG ratio of 2.13 and a beta of 0.52.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the business earned $0.78 earnings per share. The business’s revenue was up 8.1% compared to the same quarter last year. 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.

Insiders Place Their Bets

In related news, 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 owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the sale, the director owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 6,000 shares of company stock valued at $550,530 in the last three months. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Company 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.