Knollwood Investment Advisory LLC Acquires 65,884 Shares of O'Reilly Automotive, Inc. $ORLY

Knollwood Investment Advisory LLC boosted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 1,400.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 70,590 shares of the specialty retailer's stock after purchasing an additional 65,884 shares during the quarter. Knollwood Investment Advisory LLC's holdings in O'Reilly Automotive were worth $6,362,000 at the end of the most recent quarter.

• O’Reilly Automotive’s Stock Price Uptrend Will Continue in 2026

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of O'Reilly Automotive by 1,404.9% in the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer's stock worth $7,105,396,000 after buying an additional 73,596,571 shares in the last quarter. Geode Capital Management LLC lifted its stake in O'Reilly Automotive by 1,443.1% in the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer's stock worth $2,130,866,000 after purchasing an additional 22,144,563 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in O'Reilly Automotive by 1,317.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer's stock worth $1,590,894,000 after purchasing an additional 16,406,181 shares in the last quarter. Jennison Associates LLC boosted its holdings in shares of O'Reilly Automotive by 1,820.9% during the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer's stock valued at $1,272,363,000 after purchasing an additional 13,382,074 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of O'Reilly Automotive during the second quarter valued at about $974,515,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Philip M. Hopper sold 3,500 shares of the firm's stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the sale, the senior vice president directly owned 4,792 shares of the company's stock, valued at approximately $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business's stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company's stock, valued at approximately $2,836.68. The trade was a 98.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 8,980 shares of company stock valued at $882,335 over the last 90 days. Insiders own 1.01% of the company's stock.

Analyst Upgrades and Downgrades

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A number of research firms recently commented on ORLY. Truist Financial set a $109.00 target price on O'Reilly Automotive in a research report on Friday, October 24th. UBS Group reaffirmed a "buy" rating and issued a $120.00 price objective (up previously from $115.00) on shares of O'Reilly Automotive in a research note on Wednesday, October 15th. Wolfe Research started coverage on O'Reilly Automotive in a report on Thursday, September 18th. They set an "outperform" rating and a $121.00 price objective on the stock. Morgan Stanley increased their target price on O'Reilly Automotive from $105.00 to $115.00 and gave the company an "overweight" rating in a research report on Thursday, October 23rd. Finally, TD Cowen boosted their price target on shares of O'Reilly Automotive from $112.00 to $125.00 and gave the stock a "buy" rating in a research report on Monday, September 15th. Twenty equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $112.05.

Read Our Latest Stock Report on O'Reilly Automotive

O'Reilly Automotive Stock Up 0.9%

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Shares of ORLY opened at $99.51 on Friday. The business has a fifty day moving average of $99.91 and a 200 day moving average of $97.94. The company has a market cap of $84.00 billion, a PE ratio of 34.47, a P/E/G ratio of 2.32 and a beta of 0.62. O'Reilly Automotive, Inc. has a 52-week low of $78.30 and a 52-week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.02. The business had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.69 billion. O'Reilly Automotive had a net margin of 14.23% and a negative return on equity of 206.86%. The business's revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $11.41 earnings per share. O'Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. As a group, research analysts anticipate that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.

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