O'Reilly AutomotiveORLY
About: O'Reilly is an aftermarket automotive parts retailer in the United States and Mexico with nearly $16 billion in annual sales. The company operates over 6,000 domestic stores and serves both the do-it-yourself (about 55% of sales) and professional (45% of sales) end markets. Despite operating amid a highly fragmented industry, O'Reilly differentiates itself by providing quality service to its customers throughout the entirety of the vehicle diagnosis and purchasing process. Furthermore, the firm boasts an impressive hub-and-spoke distribution network designed to provide its localized store base with ample aftermarket product availability across a variety of vehicle makes and models.
Employees: 90,302
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
9% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 115
6% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 483
1% more funds holding
Funds holding: 1,359 [Q1] → 1,369 (+10) [Q2]
2.3% less ownership
Funds ownership: 87.48% [Q1] → 85.19% (-2.3%) [Q2]
9% less capital invested
Capital invested by funds: $58.1B [Q1] → $52.9B (-$5.22B) [Q2]
10% less funds holding in top 10
Funds holding in top 10: 39 [Q1] → 35 (-4) [Q2]
34% less call options, than puts
Call options by funds: $312M | Put options by funds: $474M
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
JP Morgan Christopher Horvers 63% 1-year accuracy 17 / 27 met price target | 8%upside $1,300 | Overweight Maintained | 16 Oct 2024 |
Roth MKM Scott Stember 69% 1-year accuracy 9 / 13 met price target | 11%upside $1,337 | Buy Reinstated | 16 Oct 2024 |
Truist Securities Scot Ciccarelli 60% 1-year accuracy 42 / 70 met price target | 7%upside $1,290 | Buy Maintained | 14 Oct 2024 |
Wells Fargo Zachary Fadem 91% 1-year accuracy 21 / 23 met price target | 10%upside $1,325 | Overweight Maintained | 14 Oct 2024 |
Wells Fargo Zachary Fadem 91% 1-year accuracy 21 / 23 met price target | 4%upside $1,250 | Overweight Maintained | 22 Aug 2024 |
Financial journalist opinion
Based on 4 articles about ORLY published over the past 30 days