Krane Funds Advisors LLC Acquires New Position in O’Reilly Automotive, Inc. $ORLY

Krane Funds Advisors LLC bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the fourth quarter, Holdings Channel reports. The institutional investor bought 15,700 shares of the specialty retailer’s stock, valued at approximately $1,432,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sivia Capital Partners LLC grew its holdings in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after purchasing an additional 65,067 shares during the last quarter. Sei Investments Co. boosted its position in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares in the last quarter. BNP Paribas boosted its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its stake in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last three months. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $90.33 on Monday. The firm has a market cap of $74.86 billion, a P/E ratio of 29.52, a price-to-earnings-growth ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The company has a 50 day simple moving average of $91.78 and a two-hundred day simple moving average of $93.65.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the firm earned $9.35 EPS. The business’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. TD Cowen restated a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. DA Davidson raised their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

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.