368,373 Shares in O’Reilly Automotive, Inc. $ORLY Bought by Empowered Funds LLC

Empowered Funds LLC acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 368,373 shares of the specialty retailer’s stock, valued at approximately $33,923,000.

Several other large investors have also recently added to or reduced their stakes in the business. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth $27,000. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive in the 2nd quarter worth $28,000. Fiduciary Financial Advisors acquired a new stake in shares of O’Reilly Automotive in the second quarter valued at $28,000. Finally, Whipplewood Advisors LLC lifted its holdings in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred 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 sale, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen decreased their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 31st. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research note on Wednesday, July 15th. One equities research 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. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Trading Down 1.9%

ORLY opened at $87.83 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The stock has a fifty day moving average price of $88.96 and a 200 day moving average price of $90.86. The stock has a market cap of $71.05 billion, a price-to-earnings ratio of 27.97, a PEG ratio of 1.96 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal 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.