Quartz Partners LLC Invests $1.51 Million in O’Reilly Automotive, Inc. $ORLY

Quartz Partners LLC purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 16,414 shares of the specialty retailer’s stock, valued at approximately $1,512,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Frazier Financial Advisors LLC purchased a new stake in O’Reilly Automotive in the 2nd quarter valued at approximately $42,000. Edmond DE Rothschild Holding S.A. purchased a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $169,000. Johnson Financial Group Inc. acquired a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at approximately $3,290,000. West Family Investments Inc. purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at approximately $338,000. Finally, Knuff & Co LLC purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at approximately $69,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $91.20 on Thursday. The stock has a fifty day moving average price of $88.97 and a 200 day moving average price of $91.15. The stock has a market cap of $73.78 billion, a PE ratio of 29.04, a P/E/G ratio of 1.98 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the company earned $0.78 earnings per share. O’Reilly Automotive’s 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 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 O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated 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 transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 transaction of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 6,200 shares of company stock valued at $568,684. Insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ORLY. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a research report on Friday, July 31st. Citigroup restated a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen reduced their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Finally, Weiss Ratings raised shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive 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.