Portfolio Design Labs LLC Takes $588,000 Position in O’Reilly Automotive, Inc. $ORLY

Portfolio Design Labs LLC acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,381 shares of the specialty retailer’s stock, valued at approximately $588,000.

Other institutional investors also recently modified their holdings of the company. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after purchasing an additional 104 shares in the last quarter. Quadcap Wealth Management LLC grew its holdings in shares of O’Reilly Automotive by 4.7% during the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after purchasing an additional 108 shares in the last quarter. Mainstream Capital Management LLC grew its stake in O’Reilly Automotive by 0.9% during the first quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after buying an additional 109 shares in the last quarter. Dynasty Wealth Management LLC increased its stake in O’Reilly Automotive by 2.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after acquiring an additional 113 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC raised its holdings in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after buying an additional 114 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of a number of research analyst reports. Mizuho upped their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a report on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Finally, Truist Financial set a $108.00 price target on O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Activity at O’Reilly Automotive

In related news, Director Maria Sastre sold 2,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Trading Down 2.3%

O’Reilly Automotive stock opened at $89.08 on Friday. The company has a market cap of $72.06 billion, a price-to-earnings ratio of 28.37, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The business’s 50 day simple moving average is $88.95 and its 200 day simple moving average is $91.08.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same period in the previous year, the business posted $0.78 EPS. The firm’s quarterly revenue 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. As a group, equities research analysts forecast 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.