JLB & Associates Inc. Acquires Shares of 214,638 O’Reilly Automotive, Inc. $ORLY

JLB & Associates Inc. bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 214,638 shares of the specialty retailer’s stock, valued at approximately $19,766,000. O’Reilly Automotive comprises approximately 2.6% of JLB & Associates Inc.’s holdings, making the stock its 12th biggest holding.

A number of other hedge funds also recently modified their holdings of the stock. Caldwell Trust Co grew its holdings in O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after buying an additional 12,167 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services increased its position in O’Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after buying an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $3,908,000. Swiss National Bank lifted its holdings in shares of O’Reilly Automotive by 6.5% during the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after buying an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on ORLY shares. Raymond James Financial restated an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Citigroup reiterated a “buy” rating and issued a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Morgan Stanley decreased their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. 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 stock. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,200 shares of company stock valued at $568,684 in the last ninety days. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Performance

ORLY opened at $90.76 on Wednesday. The firm has a market cap of $73.42 billion, a P/E ratio of 28.90, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The business’s fifty day moving average is $88.96 and its 200-day moving average is $91.20.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

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.