EP Wealth Advisors LLC Makes New $36.58 Million Investment in O’Reilly Automotive, Inc. $ORLY

EP Wealth Advisors LLC bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 397,258 shares of the specialty retailer’s stock, valued at approximately $36,584,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Pinnacle Wealth Management Advisory Group LLC lifted its holdings in shares of O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares in the last quarter. Quadcap Wealth Management LLC grew its stake in O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares in the last quarter. Mainstream Capital Management LLC increased its holdings in O’Reilly Automotive by 0.9% during the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after acquiring an additional 109 shares during the period. Dynasty Wealth Management LLC increased its holdings in O’Reilly Automotive by 2.7% during the 4th quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock worth $390,000 after acquiring an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction 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 completion of the transaction, the director directly 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Trading Up 0.0%

ORLY stock opened at $89.11 on Friday. The company’s 50 day moving average is $88.91 and its 200 day moving average is $91.07. The stock has a market cap of $72.09 billion, a price-to-earnings ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced 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. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. 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 previous 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. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. DA Davidson set a $106.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Raymond James Financial reissued an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, UBS Group restated a “buy” rating 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, fifteen have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive 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.