Havemeyer Place LP Purchases Shares of 7,866 O’Reilly Automotive, Inc. $ORLY

Havemeyer Place LP acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,866 shares of the specialty retailer’s stock, valued at approximately $717,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Akre Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after buying an additional 2,814,071 shares in the last quarter. Raymond James Financial Inc. increased its holdings in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after buying an additional 2,176,568 shares in the last quarter. Finally, Capital World Investors purchased a new position in O’Reilly Automotive in the third quarter valued at $153,650,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. This represents a 5.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $89.02 on Tuesday. The company has a market cap of $73.77 billion, a price-to-earnings ratio of 29.09, a PEG ratio of 1.99 and a beta of 0.53. The stock has a 50 day simple moving average of $91.71 and a 200-day simple moving average of $93.58. O’Reilly Automotive, Inc. has a 1-year low of $85.35 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the prior year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have weighed in on ORLY shares. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen reaffirmed a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson lifted their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

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.