Rakuten Investment Management Inc. Invests $18.04 Million in O’Reilly Automotive, Inc. $ORLY

Rakuten Investment Management Inc. bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 200,125 shares of the specialty retailer’s stock, valued at approximately $18,043,000.

A number of other large investors also recently added to or reduced their stakes in the company. First National Bank of Mount Dora Trust Investment Services boosted its stake in O’Reilly Automotive by 26.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock valued at $5,381,000 after acquiring an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth approximately $3,908,000. Swiss National Bank lifted its holdings in shares of O’Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of O’Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

ORLY has been the topic of several analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Raymond James Financial reissued an “outperform” rating and set a $110.00 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 research report on Friday, July 31st. Mizuho increased their price objective 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, UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $88.50 on Friday. The business’s fifty day moving average price is $88.99 and its two-hundred day moving average price is $90.84. The company has a market capitalization of $71.59 billion, a P/E ratio of 28.18, a PEG ratio of 1.92 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 released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

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.