Osaic Holdings Inc. Has $7.90 Million Holdings in O’Reilly Automotive, Inc. $ORLY

Osaic Holdings Inc. increased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,833.5% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 87,645 shares of the specialty retailer’s stock after purchasing an additional 83,112 shares during the period. Osaic Holdings Inc.’s holdings in O’Reilly Automotive were worth $7,899,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of O’Reilly Automotive by 1,404.9% during the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock valued at $7,105,396,000 after buying an additional 73,596,571 shares in the last quarter. State Street Corp boosted its position in O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the period. Geode Capital Management LLC grew its stake in O’Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of O’Reilly Automotive by 1,317.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock valued at $1,590,894,000 after purchasing an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC lifted its position in shares of O’Reilly Automotive by 1,820.9% in the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after purchasing an additional 13,382,074 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Down 0.9%

Shares of ORLY stock opened at $91.00 on Monday. O’Reilly Automotive, Inc. has a 12 month low of $78.30 and a 12 month high of $108.71. The firm has a market cap of $76.81 billion, a PE ratio of 31.52, a price-to-earnings-growth ratio of 2.14 and a beta of 0.62. The stock has a 50 day moving average of $97.75 and a 200-day moving average of $98.26.

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

Insider Activity

In other O’Reilly Automotive news, Director John Raymond Murphy sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was 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 of the company’s stock, valued at $752,375. This represents a 27.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president directly owned 28 shares in the company, valued at $2,836.68. The trade was a 98.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 8,980 shares of company stock valued at $882,335. Insiders own 1.01% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on ORLY. Mizuho set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Monday, October 20th. Robert W. Baird set a $115.00 target price on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Friday, October 31st. Baird R W raised O’Reilly Automotive to a “strong-buy” rating in a research report on Thursday, December 4th. Finally, Barclays set a $91.00 target price on O’Reilly Automotive and gave the company an “equal weight” rating in a research note on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.05.

About O’Reilly Automotive

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.