Mitsubishi UFJ Asset Management Co. Ltd. Invests $193.01 Million in O’Reilly Automotive, Inc. $ORLY

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 2,095,905 shares of the specialty retailer’s stock, valued at approximately $193,012,000. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.25% of O’Reilly Automotive at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of ORLY. Pinnacle Wealth Management Advisory Group LLC grew its holdings in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after purchasing an additional 104 shares during the period. Quadcap Wealth Management LLC lifted its holdings in shares of O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after purchasing an additional 108 shares during the last quarter. Mainstream Capital Management LLC boosted its position in shares of O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after purchasing an additional 109 shares in the last quarter. Dynasty Wealth Management LLC boosted its position in shares of O’Reilly Automotive by 2.7% in the 4th quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock worth $390,000 after purchasing an additional 113 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its stake in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after buying an additional 114 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Price Performance

Shares of ORLY 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 one year low of $82.59 and a one year high of $108.71. The business has a fifty day moving average of $88.93 and a 200 day moving average of $91.28.

O’Reilly Automotive (NASDAQ:ORLY) last posted 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 company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the prior year, the company earned $0.78 earnings per share. O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently weighed in on ORLY. TD Cowen reduced their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a report on Friday, July 24th. Evercore restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Capital reaffirmed a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 90,800 shares of company stock valued at $8,402,644. 0.77% of the stock is owned by corporate insiders.

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.