Great Lakes Advisors LLC Takes $4.99 Million Position in O’Reilly Automotive, Inc. $ORLY

Great Lakes Advisors LLC acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, HoldingsChannel reports. The fund acquired 54,162 shares of the specialty retailer’s stock, valued at approximately $4,988,000.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after acquiring an additional 458,613 shares in the last quarter. BlackRock Inc. bought a new position in shares of O’Reilly Automotive during the 2nd quarter valued at $5,950,042,000. State Street Corp grew its holdings in shares of O’Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC raised its position in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares during the period. Finally, Wellington Management Group LLP raised its position in O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. Institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

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

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a report on Wednesday, July 15th. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 31st. 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $91.20 on Thursday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The firm has a market cap of $73.78 billion, a P/E ratio of 29.04, a P/E/G ratio of 1.98 and a beta of 0.51. The business’s 50 day moving average price is $88.97 and its 200-day moving average price is $91.15.

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