State of New Jersey Common Pension Fund D Grows Stock Holdings in O’Reilly Automotive, Inc. $ORLY

State of New Jersey Common Pension Fund D grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 299,333 shares of the specialty retailer’s stock after acquiring an additional 11,108 shares during the period. State of New Jersey Common Pension Fund D’s holdings in O’Reilly Automotive were worth $32,271,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of ORLY. Canton Hathaway LLC grew its position in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 280 shares in the last quarter. Nemes Rush Group LLC lifted its position in shares of O’Reilly Automotive by 1,400.0% during the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares in the last quarter. True Wealth Design LLC boosted its stake in shares of O’Reilly Automotive by 127.7% in the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 152 shares during the period. Aspect Partners LLC grew its holdings in shares of O’Reilly Automotive by 3,036.4% in the second quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 334 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its stake in O’Reilly Automotive by 1,400.0% during the 2nd quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock worth $31,000 after buying an additional 322 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of several recent research reports. Barclays set a $91.00 price target on shares of O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Citigroup lowered their price objective on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a research report on Monday, February 9th. The Goldman Sachs Group set a $121.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Finally, Truist Financial set a $107.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $110.26.

Insider Activity

In other O’Reilly Automotive news, 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 transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at approximately $485,190. This represents a 42.21% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.01% of the company’s stock.

O’Reilly Automotive Trading Up 1.5%

ORLY stock opened at $96.66 on Monday. The stock has a market cap of $81.59 billion, a P/E ratio of 32.62, a PEG ratio of 2.16 and a beta of 0.62. O’Reilly Automotive, Inc. has a twelve month low of $85.55 and a twelve month high of $108.71. The company’s 50 day moving average is $94.46 and its two-hundred day moving average is $99.05.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same period last year, the business earned $9.50 earnings per share. The company’s quarterly revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share 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.