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 Q3 regulatory filings by fund managers ($100M+ AUM)
3% more capital invested
Capital invested by funds: $54.1B [Q2] → $55.9B (+$1.75B) [Q3]
2.53% less ownership
Funds ownership: 87.12% [Q2] → 84.59% (-2.53%) [Q3]
3% less funds holding
Funds holding: 1,371 [Q2] → 1,335 (-36) [Q3]
3% less funds holding in top 10
Funds holding in top 10: 35 [Q2] → 34 (-1) [Q3]
12% less call options, than puts
Call options by funds: $342M | Put options by funds: $388M
19% less repeat investments, than reductions
Existing positions increased: 435 | Existing positions reduced: 540
26% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 141
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
TD Cowen Max Rakhlenko 67% 1-year accuracy 12 / 18 met price target | 13%upside $1,375 | Buy Maintained | 25 Oct 2024 |
RBC Capital Steven Shemesh 70% 1-year accuracy 30 / 43 met price target | 6%upside $1,286 | Outperform Maintained | 25 Oct 2024 |
Barclays Seth Sigman 75% 1-year accuracy 12 / 16 met price target | 10%downside $1,088 | Equal-Weight Maintained | 25 Oct 2024 |
DA Davidson Michael Baker 59% 1-year accuracy 23 / 39 met price target | 15%upside $1,390 | Buy Maintained | 25 Oct 2024 |
Truist Securities Scot Ciccarelli 62% 1-year accuracy 51 / 82 met price target | 8%upside $1,313 | Buy Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 8 articles about ORLY published over the past 30 days
