TimesSquare Capital Management LLC Acquires Shares of 937,723 O’Reilly Automotive, Inc. $ORLY

TimesSquare Capital Management LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 937,723 shares of the specialty retailer’s stock, valued at approximately $86,355,000. O’Reilly Automotive comprises approximately 1.3% of TimesSquare Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Caldwell Trust Co lifted its position in O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services increased its holdings in shares of O’Reilly Automotive by 26.8% in 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 purchasing an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $3,908,000. Swiss National Bank raised its stake in shares of O’Reilly Automotive by 6.5% during 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. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s 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 $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 90,800 shares of company stock valued at $8,402,644. 0.77% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts have issued reports on ORLY shares. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Evercore reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Trading Down 0.9%

O’Reilly Automotive stock opened at $90.23 on Tuesday. The firm has a market capitalization of $72.99 billion, a P/E ratio of 28.74, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The stock has a fifty day moving average price of $88.93 and a 200 day moving average price of $91.28.

O’Reilly Automotive (NASDAQ:ORLY) last issued its 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. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the firm earned $0.78 earnings per share. The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

O’Reilly Automotive 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.