Sanctuary Advisors LLC Invests $30.12 Million in O’Reilly Automotive, Inc. $ORLY

Sanctuary Advisors LLC purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 327,122 shares of the specialty retailer’s stock, valued at approximately $30,125,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ORLY. Pinnacle Wealth Management Advisory Group LLC lifted its holdings in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after purchasing an additional 104 shares during the period. Quadcap Wealth Management LLC increased its stake in O’Reilly Automotive by 4.7% during the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after buying an additional 108 shares during the period. Mainstream Capital Management LLC increased its stake in O’Reilly Automotive by 0.9% during the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after buying an additional 109 shares during the period. Dynasty Wealth Management LLC increased its stake in O’Reilly Automotive by 2.7% during the 4th quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock valued at $390,000 after buying an additional 113 shares during the period. Finally, Kohmann Bosshard Financial Services LLC raised its position in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after buying an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $89.11 on Monday. The business’s 50-day moving average price is $88.91 and its 200 day moving average price is $91.02. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The firm has a market cap of $72.09 billion, a P/E ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results 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 net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the prior year, the company earned $0.78 EPS. O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Citigroup reaffirmed 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. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Mizuho boosted their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Evercore restated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,200 shares of company stock worth $568,684 in the last ninety days. 0.77% of the stock is currently owned by corporate insiders.

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.