State of New Jersey Common Pension Fund D Boosts Stake in O’Reilly Automotive, Inc. $ORLY

State of New Jersey Common Pension Fund D increased its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 299,333 shares of the specialty retailer’s stock after acquiring an additional 11,108 shares during the period. State of New Jersey Common Pension Fund D’s holdings in O’Reilly Automotive were worth $32,271,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Canton Hathaway LLC raised its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after buying an additional 280 shares during the period. Nemes Rush Group LLC grew its stake in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 294 shares during the period. True Wealth Design LLC increased its holdings in O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 152 shares in the last quarter. Aspect Partners LLC raised its position in O’Reilly Automotive by 3,036.4% during the second quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer’s stock worth $31,000 after acquiring an additional 334 shares during the period. Finally, Bell Investment Advisors Inc lifted its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 322 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the transaction, the senior vice president owned 4,792 shares of the company’s stock, valued at $485,190. This represents a 42.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president directly owned 28 shares of the company’s stock, valued at $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.01% of the company’s stock.

O’Reilly Automotive Trading Up 1.5%

Shares of ORLY opened at $96.66 on Monday. O’Reilly Automotive, Inc. has a 12-month low of $85.55 and a 12-month high of $108.71. The firm has a market capitalization of $81.59 billion, a P/E ratio of 32.62, a P/E/G ratio of 2.16 and a beta of 0.62. The firm has a 50-day moving average price of $94.46 and a 200 day moving average price of $99.05.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of research reports. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. lowered their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Barclays set a $91.00 target price on O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. UBS Group set a $114.00 price target on O’Reilly Automotive in a research report on Friday, February 6th. Finally, Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $110.26.

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.