Perigon Wealth Management LLC Invests $791,000 in O’Reilly Automotive, Inc. $ORLY

Perigon Wealth Management LLC bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 8,588 shares of the specialty retailer’s stock, valued at approximately $791,000.

Several other large investors have also recently bought and sold shares of the stock. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive in the 4th quarter worth $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive during the fourth quarter valued at about $27,000. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive during the second quarter valued at about $28,000. Whipplewood Advisors LLC lifted its stake in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the period. Finally, Bell Investment Advisors Inc bought a new stake in shares of O’Reilly Automotive in the second quarter valued at about $29,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $90.76 on Wednesday. The stock has a market cap of $73.42 billion, a PE ratio of 28.90, a PEG ratio of 1.99 and a beta of 0.51. The business has a fifty day moving average of $88.96 and a two-hundred day moving average of $91.20. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 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 company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the previous year, the company earned $0.78 EPS. The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insider Activity at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive 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 transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,200 shares of company stock valued at $568,684 in the last ninety days. Insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on ORLY shares. DA Davidson set a $106.00 price target on O’Reilly Automotive in a research note on Friday, July 31st. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a report on Wednesday, July 15th. Citigroup restated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $107.24.

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.