Sienna Gestion Buys New Stake in O’Reilly Automotive, Inc. $ORLY

Sienna Gestion bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,958 shares of the specialty retailer’s stock, valued at approximately $906,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of ORLY. Sivia Capital Partners LLC lifted its position in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 3,262 shares during the last quarter. NewEdge Advisors LLC lifted its position in O’Reilly Automotive by 1,473.8% during the second 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 last quarter. Sei Investments Co. lifted its position in O’Reilly Automotive by 383.1% during the second 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 last quarter. BNP Paribas lifted its position in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its position in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Raymond James Financial reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $90.26 on Tuesday. The firm has a market capitalization of $74.80 billion, a P/E ratio of 29.50, a PEG ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1-year low of $85.35 and a 1-year high of $108.71. The company’s fifty day moving average price is $91.58 and its 200-day moving average price is $93.25.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director owned 4,000 shares in the company, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction 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 sale, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Company Profile

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.