Mitsubishi UFJ Asset Management Co. Ltd. Purchases Shares of 2,095,905 O’Reilly Automotive, Inc. $ORLY

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, HoldingsChannel reports. The institutional investor acquired 2,095,905 shares of the specialty retailer’s stock, valued at approximately $193,012,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at $1,134,311,000. Bank of New York Mellon Corp purchased a new stake in O’Reilly Automotive in the 2nd quarter worth $1,023,936,000. Akre Capital Management LLC raised its holdings in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the period. Wellington Management Group LLP raised its holdings in O’Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after acquiring an additional 2,964,945 shares during the period. Finally, Ameriprise Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after acquiring an additional 2,814,071 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 90,800 shares of company stock valued at $8,402,644 in the last ninety days. Corporate insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Mizuho lifted their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. Citigroup restated a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Finally, Roth Capital reaffirmed a “buy” rating and set a $111.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive Stock Down 0.9%

Shares of ORLY stock opened at $90.23 on Tuesday. The company’s fifty day simple moving average is $88.93 and its two-hundred day simple moving average is $91.28. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The stock has a market cap of $72.99 billion, a P/E ratio of 28.74, a PEG ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the business posted $0.78 earnings per share. The business’s quarterly 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. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

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.