Thomas Story & Son LLC Increases Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Thomas Story & Son LLC grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,342.4% in the second quarter, according to its most recent filing with the SEC. The firm owned 143,040 shares of the specialty retailer’s stock after acquiring an additional 133,123 shares during the quarter. O’Reilly Automotive comprises approximately 5.0% of Thomas Story & Son LLC’s holdings, making the stock its 5th largest position. Thomas Story & Son LLC’s holdings in O’Reilly Automotive were worth $12,892,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of ORLY. Oxbow Advisors LLC lifted its stake in shares of O’Reilly Automotive by 785.7% in the 2nd quarter. Oxbow Advisors LLC now owns 66,315 shares of the specialty retailer’s stock worth $5,977,000 after acquiring an additional 58,828 shares during the period. Providence First Trust Co raised its holdings in O’Reilly Automotive by 1,433.6% during the second quarter. Providence First Trust Co now owns 6,855 shares of the specialty retailer’s stock worth $618,000 after purchasing an additional 6,408 shares in the last quarter. Vanguard Group Inc. lifted its position in O’Reilly Automotive by 1.5% in the first quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer’s stock worth $7,504,421,000 after purchasing an additional 75,125 shares during the period. Prime Capital Investment Advisors LLC boosted its stake in O’Reilly Automotive by 1,063.1% during the 2nd quarter. Prime Capital Investment Advisors LLC now owns 107,892 shares of the specialty retailer’s stock valued at $9,724,000 after purchasing an additional 98,616 shares in the last quarter. Finally, Maryland State Retirement & Pension System boosted its stake in O’Reilly Automotive by 1,431.9% during the 2nd quarter. Maryland State Retirement & Pension System now owns 41,422 shares of the specialty retailer’s stock valued at $3,733,000 after purchasing an additional 38,718 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director John Raymond Murphy sold 3,125 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $92.60, for a total transaction of $289,375.00. Following the completion of the sale, the director directly owned 8,125 shares in the company, valued at approximately $752,375. This trade represents a 27.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.01% of the stock is owned by company insiders.

O’Reilly Automotive Stock Up 0.5%

Shares of O’Reilly Automotive stock opened at $98.80 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $78.30 and a 12 month high of $108.71. The stock has a market cap of $83.40 billion, a PE ratio of 34.23, a price-to-earnings-growth ratio of 2.48 and a beta of 0.57. The business has a fifty day simple moving average of $101.37 and a 200-day simple moving average of $97.16.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.69 billion. During the same period in the previous year, the firm earned $11.41 earnings per share. O’Reilly Automotive’s quarterly revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. Analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ORLY has been the subject of several research analyst reports. TD Cowen upped their price objective on O’Reilly Automotive from $112.00 to $125.00 and gave the company a “buy” rating in a report on Monday, September 15th. Argus began coverage on shares of O’Reilly Automotive in a report on Wednesday, August 13th. They issued a “buy” rating and a $120.00 price target for the company. Guggenheim raised their price objective on shares of O’Reilly Automotive from $98.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, July 25th. Cowen reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, September 15th. Finally, Mizuho set a $112.00 target price on shares of O’Reilly Automotive in a research note on Monday, October 20th. Nineteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $111.89.

O’Reilly Automotive Company Profile

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.