Fundsmith LLP Purchases New Stake in O’Reilly Automotive, Inc. $ORLY

Fundsmith LLP acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 162,691 shares of the specialty retailer’s stock, valued at approximately $14,982,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Tucker Asset Management LLC acquired a new position in shares of O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $27,000. Kelleher Financial Advisors acquired a new stake in O’Reilly Automotive during the second quarter worth about $28,000. Fiduciary Financial Advisors bought a new position in O’Reilly Automotive in the 2nd quarter valued at about $28,000. Finally, Whipplewood Advisors LLC raised its position in shares of O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of recent analyst reports. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a report on Wednesday, July 15th. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Mizuho boosted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. Finally, Robert W. Baird set a $100.00 target price on O’Reilly Automotive in a research note on Friday, July 31st. One 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 stock. According to MarketBeat.com, the company 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, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction dated 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 trade represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $88.50 on Monday. The company has a 50-day moving average price of $88.99 and a 200-day moving average price of $90.83. The stock has a market capitalization of $71.59 billion, a P/E ratio of 28.18, a P/E/G 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.

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