WINTON GROUP Ltd Takes $3.41 Million Position in O’Reilly Automotive, Inc. $ORLY

WINTON GROUP Ltd acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 37,059 shares of the specialty retailer’s stock, valued at approximately $3,413,000.

Other large investors have also recently bought and sold shares of the company. Sivia Capital Partners LLC lifted its stake in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of 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 worth $6,262,000 after buying an additional 65,067 shares during the last quarter. Sei Investments Co. boosted its holdings in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares in the last quarter. BNP Paribas grew 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 valued at $35,000 after buying an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company raised its stake in O’Reilly Automotive by 1,357.9% during 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. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 0.4%

NASDAQ ORLY opened at $85.82 on Friday. The stock has a market capitalization of $69.42 billion, a price-to-earnings ratio of 27.33, a PEG ratio of 2.12 and a beta of 0.52. The business’s 50 day moving average is $88.54 and its two-hundred day moving average is $90.34. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted 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. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on ORLY shares. Weiss Ratings lowered O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. DA Davidson set a $106.00 price target on shares of 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 for the company in a research note on Thursday, July 30th. Finally, Wolfe Research set a $98.00 target price on O’Reilly Automotive in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Insiders Place Their Bets

In other news, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director owned 18,675 shares of the company’s stock, valued at $1,640,225.25. The trade was a 5.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated 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 sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by company insiders.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.