Stock Traders Buy High Volume of O’Reilly Automotive Call Options (NASDAQ:ORLY)

O’Reilly Automotive, Inc. (NASDAQ:ORLY) was the target of some unusual options trading activity on Monday. Traders purchased 10,838 call options on the stock. This represents an increase of 467% compared to the average daily volume of 1,912 call options.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. The trade was a 43.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

Large investors have recently modified their holdings of the stock. Sivia Capital Partners LLC raised its stake in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares in the last quarter. NewEdge Advisors LLC boosted its position in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after acquiring an additional 65,067 shares in the last quarter. Sei Investments Co. grew its holdings in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas raised its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its position in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 7.1%

Shares of ORLY traded down $6.43 during mid-day trading on Monday, hitting $83.82. 6,453,242 shares of the company’s stock traded hands, compared to its average volume of 6,494,502. The business’s 50-day moving average price is $90.42 and its 200-day moving average price is $92.36. O’Reilly Automotive has a 1 year low of $82.71 and a 1 year high of $108.71. The firm has a market capitalization of $69.46 billion, a P/E ratio of 27.44, a PEG ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts anticipate that O’Reilly Automotive will post 3.24 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Roth Mkm reissued a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a research report on Monday, May 4th. Citigroup reissued a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Evercore restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho upped 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. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

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.