Barbara Oil Co. Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

Barbara Oil Co. boosted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,400.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,000 shares of the specialty retailer’s stock after acquiring an additional 14,000 shares during the period. Barbara Oil Co.’s holdings in O’Reilly Automotive were worth $1,352,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of ORLY. Geneos Wealth Management Inc. raised its stake 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 valued at $953,000 after acquiring an additional 8 shares in the last quarter. Cynosure Group LLC grew its position in O’Reilly Automotive by 2.7% during the 1st quarter. Cynosure Group LLC now owns 344 shares of the specialty retailer’s stock worth $493,000 after purchasing an additional 9 shares in the last quarter. Cadence Bank lifted its stake in O’Reilly Automotive by 0.6% in the 1st quarter. Cadence Bank now owns 1,474 shares of the specialty retailer’s stock worth $2,112,000 after acquiring an additional 9 shares in the last quarter. SageView Advisory Group LLC grew its position in shares of O’Reilly Automotive by 5.1% in the first quarter. SageView Advisory Group LLC now owns 185 shares of the specialty retailer’s stock valued at $265,000 after purchasing an additional 9 shares during the last quarter. Finally, Klingman & Associates LLC boosted its position in shares of O’Reilly Automotive by 1.3% in the first quarter. Klingman & Associates LLC now owns 761 shares of the specialty retailer’s stock valued at $1,090,000 after acquiring an additional 10 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Down 0.6%

NASDAQ:ORLY opened at $98.89 on Friday. The business’s 50-day moving average price is $99.76 and its 200 day moving average price is $98.02. O’Reilly Automotive, Inc. has a 52-week low of $78.30 and a 52-week high of $108.71. The firm has a market cap of $83.47 billion, a P/E ratio of 34.26, a PEG ratio of 2.33 and a beta of 0.62.

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

Analyst Ratings Changes

ORLY has been the topic of several recent analyst reports. TD Cowen lifted their target price on shares of O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a research report on Monday, September 15th. Royal Bank Of Canada set a $110.00 price objective on O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, October 24th. Evercore ISI increased their price objective on shares of O’Reilly Automotive from $108.00 to $110.00 and gave the company an “outperform” rating in a report on Tuesday, August 12th. Raymond James Financial upgraded O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price objective for the company in a report on Wednesday, November 5th. Finally, The Goldman Sachs Group set a $121.00 price target on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $112.05.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares in the company, valued at approximately $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director John Raymond Murphy sold 3,125 shares of the company’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $92.60, for a total value of $289,375.00. Following the completion of the transaction, the director owned 8,125 shares in the company, valued at $752,375. This represents a 27.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 8,980 shares of company stock worth $882,335. Company insiders own 1.01% of the company’s stock.

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.