Flputnam Investment Management Co. Raises Holdings in O’Reilly Automotive, Inc. $ORLY

Flputnam Investment Management Co. grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 44.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 274,816 shares of the specialty retailer’s stock after buying an additional 84,588 shares during the quarter. Flputnam Investment Management Co.’s holdings in O’Reilly Automotive were worth $25,308,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its holdings in O’Reilly Automotive by 1.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 58,800 shares of the specialty retailer’s stock worth $5,415,000 after acquiring an additional 935 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in O’Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after acquiring an additional 141,915 shares during the period. New Mexico Educational Retirement Board boosted its position in shares of O’Reilly Automotive by 8.5% during the 2nd quarter. New Mexico Educational Retirement Board now owns 41,950 shares of the specialty retailer’s stock worth $3,863,000 after purchasing an additional 3,300 shares in the last quarter. Toth Financial Advisory Corp boosted its position in shares of O’Reilly Automotive by 0.9% during the 2nd quarter. Toth Financial Advisory Corp now owns 65,535 shares of the specialty retailer’s stock worth $6,035,000 after purchasing an additional 556 shares in the last quarter. Finally, Mufg Securities Americas Inc. grew its stake in shares of O’Reilly Automotive by 7.1% during the 2nd quarter. Mufg Securities Americas Inc. now owns 24,960 shares of the specialty retailer’s stock worth $2,299,000 after purchasing an additional 1,664 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on ORLY. Roth Capital reiterated a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 24th. DA Davidson set a $106.00 target price 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. Finally, Morgan Stanley decreased their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. One investment 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 stock. According to MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Stock Up 0.8%

Shares of ORLY stock opened at $88.50 on Friday. The stock has a market cap of $71.59 billion, a P/E ratio of 28.18, a P/E/G ratio of 1.93 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The business has a fifty day simple moving average of $88.99 and a 200-day simple moving average of $90.84.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current 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.