383,155 Shares in O’Reilly Automotive, Inc. $ORLY Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel reports. The firm purchased 383,155 shares of the specialty retailer’s stock, valued at approximately $35,285,000.

Other hedge funds have also added to or reduced their stakes in the company. Pinnacle Wealth Management Advisory Group LLC raised its holdings in O’Reilly Automotive by 2.4% in the 4th 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 boosted its stake 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 valued at $261,000 after purchasing an additional 108 shares in the last quarter. Mainstream Capital Management LLC increased its position in shares of 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 valued at $1,166,000 after buying an additional 109 shares during the period. Dynasty Wealth Management LLC increased its position in shares of O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after buying an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC raised its stake in O’Reilly Automotive by 54.3% in the first 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. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have commented on ORLY. Raymond James Financial restated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Evercore reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 24th. Finally, TD Cowen reduced their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $87.83 on Friday. The firm has a market capitalization of $71.05 billion, a P/E ratio of 27.97, a PEG ratio of 1.96 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The company’s 50-day simple moving average is $88.96 and its 200 day simple moving average is $90.86.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the firm earned $0.78 earnings per share. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

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.