Headlands Technologies LLC Raises Stock Position in O’Reilly Automotive, Inc. $ORLY

Headlands Technologies LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 56.5% in the second quarter, Holdings Channel.com reports. The fund owned 111,848 shares of the specialty retailer’s stock after acquiring an additional 40,383 shares during the quarter. O’Reilly Automotive makes up about 1.1% of Headlands Technologies LLC’s investment portfolio, making the stock its 7th largest position. Headlands Technologies LLC’s holdings in O’Reilly Automotive were worth $10,300,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in ORLY. Pinnacle Wealth Management Advisory Group LLC increased its stake in shares of O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after purchasing an additional 104 shares during the last quarter. Quadcap Wealth Management LLC lifted its stake in shares of O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after purchasing an additional 108 shares during the last quarter. Mainstream Capital Management LLC lifted its stake in shares of O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after purchasing an additional 109 shares during the last quarter. Dynasty Wealth Management LLC boosted its holdings in O’Reilly Automotive by 2.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock worth $390,000 after purchasing an additional 113 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC boosted its holdings in O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ORLY. Raymond James Financial restated an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen decreased their price target on 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. Mizuho increased 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. Morgan Stanley lowered their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $88.50 on Monday. The firm has a market capitalization of $71.59 billion, a PE ratio of 28.18, a PEG ratio of 1.93 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The firm’s fifty day simple moving average is $88.99 and its 200 day simple moving average is $90.83.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting 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 firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the business earned $0.78 EPS. The business’s revenue 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, analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.77% of the company’s stock.

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.