Boston Trust Walden Corp Has $11.11 Million Stock Position in O’Reilly Automotive, Inc. $ORLY

Boston Trust Walden Corp increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,400.0% in the second quarter, HoldingsChannel reports. The firm owned 123,240 shares of the specialty retailer’s stock after purchasing an additional 115,024 shares during the period. Boston Trust Walden Corp’s holdings in O’Reilly Automotive were worth $11,108,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Avior Wealth Management LLC increased its position in shares of O’Reilly Automotive by 3.5% during the 1st quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer’s stock worth $342,000 after purchasing an additional 8 shares in the last quarter. Lindbrook Capital LLC grew its holdings in O’Reilly Automotive by 2.6% during the 1st quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer’s stock worth $448,000 after acquiring an additional 8 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in O’Reilly Automotive by 1.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 665 shares of the specialty retailer’s stock worth $953,000 after acquiring an additional 8 shares during the last quarter. Deseret Mutual Benefit Administrators grew its holdings in O’Reilly Automotive by 3.2% during the 1st quarter. Deseret Mutual Benefit Administrators now owns 291 shares of the specialty retailer’s stock worth $417,000 after acquiring an additional 9 shares during the last quarter. Finally, Journey Strategic Wealth LLC grew its holdings in O’Reilly Automotive by 4.2% during the 1st quarter. Journey Strategic Wealth LLC now owns 221 shares of the specialty retailer’s stock worth $317,000 after acquiring an additional 9 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity

In related news, SVP Mark Joseph Merz sold 29,505 shares of the firm’s stock in a transaction on Tuesday, July 29th. The shares were sold at an average price of $98.25, for a total value of $2,898,866.25. Following the completion of the transaction, the senior vice president directly owned 4,234 shares of the company’s stock, valued at approximately $415,990.50. This trade represents a 87.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Carl David Wilbanks sold 88,485 shares of the firm’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $102.54, for a total transaction of $9,073,251.90. Following the completion of the transaction, the senior vice president directly owned 10,305 shares of the company’s stock, valued at $1,056,674.70. This represents a 89.57% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 125,635 shares of company stock valued at $12,740,916 over the last three months. Corporate insiders own 1.01% of the company’s stock.

O’Reilly Automotive Stock Up 0.2%

NASDAQ ORLY opened at $103.05 on Wednesday. O’Reilly Automotive, Inc. has a 12-month low of $76.22 and a 12-month high of $108.71. The company has a market capitalization of $87.44 billion, a PE ratio of 36.84, a price-to-earnings-growth ratio of 2.72 and a beta of 0.60. The firm’s 50 day moving average is $103.95 and its 200-day moving average is $96.22.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.78. O’Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The company had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.54 billion. During the same period last year, the company earned $10.55 earnings per share. The firm’s revenue was up 5.9% compared to the same quarter last year. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of O’Reilly Automotive in a report on Wednesday, October 8th. TD Cowen raised their target price on shares of O’Reilly Automotive from $112.00 to $125.00 and gave the company a “buy” rating in a research note on Monday, September 15th. JPMorgan Chase & Co. lifted their price objective on shares of O’Reilly Automotive from $101.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday, July 21st. Evercore ISI lifted their price objective on shares of O’Reilly Automotive from $108.00 to $110.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 12th. Finally, UBS Group raised their target price on shares of O’Reilly Automotive from $105.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $107.17.

About O’Reilly Automotive

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.