162,691 Shares in O’Reilly Automotive, Inc. $ORLY Acquired by Fundsmith LLP

Fundsmith LLP acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 162,691 shares of the specialty retailer’s stock, valued at approximately $14,982,000.

Other hedge funds have also recently bought and sold shares of the company. First National Bank of Mount Dora Trust Investment Services increased its position in O’Reilly Automotive by 26.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after purchasing an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new position in O’Reilly Automotive during the 4th quarter valued at about $3,908,000. Swiss National Bank lifted its position in O’Reilly Automotive by 6.5% during the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock valued at $228,670,000 after purchasing an additional 152,100 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of O’Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares during the last quarter. Finally, Marble Wealth LLC acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth approximately $2,559,000. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $88.50 on Monday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The stock has a market cap of $71.59 billion, a price-to-earnings ratio of 28.18, a P/E/G ratio of 1.93 and a beta of 0.51. The company’s fifty day moving average is $88.99 and its 200-day moving average is $90.83.

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

Wall Street Analyst Weigh In

A number of research firms have commented on ORLY. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Morgan Stanley reduced their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research note on Friday, July 24th. Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a report on Friday, July 31st. Finally, Mizuho increased their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Transactions at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the 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 sale, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.77% of the company’s stock.

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.