Landscape Capital Management L.L.C. Invests $2.83 Million in O’Reilly Automotive, Inc. $ORLY

Landscape Capital Management L.L.C. bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 30,705 shares of the specialty retailer’s stock, valued at approximately $2,828,000.

Other hedge funds also recently made changes to their positions in the company. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive in the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC purchased a new stake in shares of O’Reilly Automotive during the 4th quarter worth approximately $27,000. Kelleher Financial Advisors bought a new position in shares of O’Reilly Automotive during the 2nd quarter valued at approximately $28,000. Whipplewood Advisors LLC grew its holdings in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares in the last quarter. Finally, Bell Investment Advisors Inc bought a new stake in O’Reilly Automotive in the second quarter worth $29,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the 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 directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 6,200 shares of company stock worth $568,684. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Up 0.0%

ORLY stock opened at $89.11 on Friday. 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 capitalization of $72.09 billion, a price-to-earnings ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. The firm’s fifty day simple moving average is $88.91 and its two-hundred day simple moving average is $91.07.

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 the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the prior 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 research analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. DA Davidson set a $106.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Morgan Stanley decreased their price objective 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. Finally, Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $107.24.

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.