E Fund Management Co. Ltd. Makes New $2.96 Million Investment in O’Reilly Automotive, Inc. $ORLY

E Fund Management Co. Ltd. acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 32,199 shares of the specialty retailer’s stock, valued at approximately $2,965,000.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after acquiring an additional 458,613 shares during the last quarter. BlackRock Inc. bought a new position in O’Reilly Automotive in the second quarter valued at $5,950,042,000. State Street Corp raised its position in O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC lifted its stake in O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares during the last quarter. Finally, Wellington Management Group LLP boosted its holdings in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $91.20 on Thursday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The firm has a market cap of $73.78 billion, a P/E ratio of 29.04, a P/E/G ratio of 1.98 and a beta of 0.51. The business’s 50 day moving average price is $88.97 and its 200-day moving average price is $91.15.

O’Reilly Automotive (NASDAQ:ORLY) last announced 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. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts recently weighed in on ORLY shares. Mizuho raised their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a research note on Friday, July 24th. Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. TD Cowen decreased their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,200 shares of company stock worth $568,684. 0.77% of the stock is owned by corporate insiders.

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.