Pelham Capital Ltd. Purchases 33,610 Shares of O’Reilly Automotive, Inc. $ORLY

Pelham Capital Ltd. lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 25.9% during the second quarter, Holdings Channel.com reports. The firm owned 163,377 shares of the specialty retailer’s stock after purchasing an additional 33,610 shares during the period. O’Reilly Automotive accounts for 8.6% of Pelham Capital Ltd.’s holdings, making the stock its 6th biggest position. Pelham Capital Ltd.’s holdings in O’Reilly Automotive were worth $15,045,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive during the fourth quarter worth $27,000. Kelleher Financial Advisors bought a new stake in O’Reilly Automotive during the second quarter worth $28,000. Fiduciary Financial Advisors purchased a new stake in O’Reilly Automotive in the 2nd quarter valued at $28,000. Finally, Whipplewood Advisors LLC raised its position in O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Up 0.3%

Shares of NASDAQ:ORLY opened at $88.80 on Tuesday. The firm has a market capitalization of $71.84 billion, a PE ratio of 28.28, a P/E/G ratio of 1.93 and a beta of 0.51. The company has a 50-day moving average price of $89.06 and a two-hundred day moving average price of $90.80. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71.

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

Insiders Place Their Bets

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on ORLY shares. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. TD Cowen cut their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Weiss Ratings downgraded shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday. Mizuho increased their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $107.24.

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.