Public Employees Retirement System of Ohio Acquires New Holdings in O’Reilly Automotive, Inc. $ORLY

Public Employees Retirement System of Ohio acquired a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 315,683 shares of the specialty retailer’s stock, valued at approximately $29,071,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. First National Bank of Mount Dora Trust Investment Services increased its position in O’Reilly Automotive by 26.8% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock valued at $5,381,000 after acquiring an additional 12,316 shares during the last quarter. Jefferies Financial Group Inc. purchased a new position in O’Reilly Automotive in the fourth quarter worth about $3,908,000. Swiss National Bank boosted its position in O’Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of O’Reilly Automotive by 6.6% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares during the period. Finally, Goldman Sachs Group Inc. grew its stake in shares of O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares during the period. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Morgan Stanley cut their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insiders Place Their Bets

In related news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive 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 transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Trading Up 0.8%

NASDAQ ORLY opened at $88.50 on Friday. 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 $71.59 billion, a price-to-earnings ratio of 28.18, a PEG ratio of 1.92 and a beta of 0.51. The company’s 50 day moving average is $88.99 and its two-hundred day moving average is $90.84.

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 the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate 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 revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current 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.