Bowie Capital Management LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Bowie Capital Management LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 581,887 shares of the specialty retailer’s stock, valued at approximately $53,586,000. O’Reilly Automotive accounts for 2.3% of Bowie Capital Management LLC’s portfolio, making the stock its 19th biggest position.

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

Analysts Set New Price Targets

A number of analysts recently weighed in on ORLY shares. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. TD Cowen cut their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. Citigroup reissued a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Robert W. Baird set a $100.00 target price on O’Reilly Automotive in a research report on Friday, July 31st. One research 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The stock was 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 in the company, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Trading Down 2.3%

Shares of ORLY stock opened at $89.08 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The firm’s 50 day moving average is $88.95 and its 200-day moving average is $91.08. The firm has a market capitalization of $72.06 billion, a price-to-earnings ratio of 28.37, a PEG ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. O’Reilly Automotive’s revenue was up 8.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts forecast 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.