J. Goldman & Co LP Buys Shares of 40,322 O’Reilly Automotive, Inc. $ORLY

J. Goldman & Co LP bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 40,322 shares of the specialty retailer’s stock, valued at approximately $3,713,000.

Other large investors have also made changes to their positions in the company. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive in the fourth quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of O’Reilly Automotive during the 4th quarter valued at $27,000. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at $28,000. Fiduciary Financial Advisors purchased a new stake in shares of O’Reilly Automotive in the 2nd quarter worth $28,000. Finally, Whipplewood Advisors LLC raised its holdings 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 worth $29,000 after purchasing an additional 295 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction 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 completion of the sale, the director owned 19,675 shares in the company, 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. Over the last quarter, insiders sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on ORLY. Robert W. Baird set a $100.00 price objective on O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley decreased their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Weiss Ratings raised shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Raymond James Financial reissued an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Trading Down 0.4%

NASDAQ ORLY opened at $90.32 on Wednesday. The stock’s 50 day moving average is $88.92 and its 200 day moving average is $90.93. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The stock has a market cap of $73.07 billion, a PE ratio of 28.76, a P/E/G ratio of 1.98 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) 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 business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period last year, the firm posted $0.78 EPS. The company’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. On average, analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

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.