Flossbach Von Storch SE Purchases Shares of 65,467 O’Reilly Automotive, Inc. $ORLY

Flossbach Von Storch SE bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 65,467 shares of the specialty retailer’s stock, valued at approximately $6,029,000.

Several other large investors have also made changes to their positions in the business. Sivia Capital Partners LLC raised 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 in the last quarter. NewEdge Advisors LLC grew its holdings in shares of 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 worth $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. raised its holdings in O’Reilly Automotive by 383.1% in the 2nd 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 worth $35,000 after buying an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company boosted its holdings in O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive 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 transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 6,200 shares of company stock worth $568,684. Insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on ORLY shares. Weiss Ratings upgraded O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. 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 report on Thursday, July 30th. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research note on Wednesday, July 15th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price objective 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, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $91.20 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The company has a market cap of $73.78 billion, a price-to-earnings ratio of 29.04, a PEG ratio of 1.98 and a beta of 0.51. The firm has a 50 day moving average price of $88.97 and a 200 day moving average price of $91.15.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 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 firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the prior year, the business posted $0.78 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current 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.