Quartz Partners LLC Acquires New Stake in O’Reilly Automotive, Inc. $ORLY

Quartz Partners LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 16,414 shares of the specialty retailer’s stock, valued at approximately $1,512,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive in the second quarter valued at approximately $28,000. Whipplewood Advisors LLC lifted its stake in shares of O’Reilly Automotive by 1,552.6% during 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. Finally, Bell Investment Advisors Inc purchased a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $29,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $91.20 on Thursday. The firm has a market capitalization of $73.78 billion, a price-to-earnings ratio of 29.04, a price-to-earnings-growth ratio of 1.98 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 company has a 50 day moving average price of $88.97 and a 200 day moving average price of $91.15.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly 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 net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the business earned $0.78 EPS. O’Reilly Automotive’s revenue for the quarter 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. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% 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 Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Mizuho increased their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a report on Friday, July 31st. Finally, Evercore reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One 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.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

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.