MinichMacGregor Wealth Management LLC Increases Stake in O’Reilly Automotive, Inc. $ORLY

MinichMacGregor Wealth Management LLC lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 17.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,674 shares of the specialty retailer’s stock after acquiring an additional 11,059 shares during the quarter. MinichMacGregor Wealth Management LLC’s holdings in O’Reilly Automotive were worth $6,801,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in ORLY. Sivia Capital Partners LLC boosted its position in shares of 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 buying an additional 3,262 shares during the period. NewEdge Advisors LLC raised its holdings in shares of O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. raised its holdings in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas lifted its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $87.89 on Thursday. O’Reilly Automotive, Inc. has a 52-week low of $84.76 and a 52-week high of $108.71. The firm has a market capitalization of $72.84 billion, a price-to-earnings ratio of 28.72, a PEG ratio of 1.93 and a beta of 0.53. The stock has a 50 day moving average price of $90.87 and a 200 day moving average price of $92.62.

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

Analysts Set New Price Targets

Several equities analysts have commented on the company. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Raymond James Financial 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. Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research note on Monday, May 4th. Mizuho upped their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, Evercore restated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

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.