O'Reilly AutomotiveORLY
About: O'Reilly is an aftermarket automotive parts retailer in the United States and Mexico with more than $16 billion in annual sales. The company operates over 6,000 domestic stores and serves both the do-it-yourself (about 50% of sales) and professional (47% 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 part availability across a variety of vehicle makes and models.
Employees: 90,302
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
236% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 58
27% more call options, than puts
Call options by funds: $193M | Put options by funds: $152M
18% more funds holding in top 10
Funds holding in top 10: 34 [Q3] → 40 (+6) [Q4]
8% more funds holding
Funds holding: 1,369 [Q3] → 1,472 (+103) [Q4]
2% more capital invested
Capital invested by funds: $57B [Q3] → $58.4B (+$1.33B) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 507 | Existing positions reduced: 510
3.11% less ownership
Funds ownership: 87.6% [Q3] → 84.48% (-3.11%) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Guggenheim Steven Forbes 46% 1-year accuracy 11 / 24 met price target | 4%upside $1,475 | Buy Reiterated | 10 Mar 2025 |
BMO Capital Tristan Thomas-Martin 64% 1-year accuracy 7 / 11 met price target | 2%upside $1,450 | Outperform Maintained | 10 Feb 2025 |
Barclays Seth Sigman 48% 1-year accuracy 19 / 40 met price target | 12%downside $1,250 | Equal-Weight Maintained | 7 Feb 2025 |
DA Davidson Michael Baker 38% 1-year accuracy 17 / 45 met price target | 7%upside $1,525 | Buy Maintained | 7 Feb 2025 |
RBC Capital Steven Shemesh 51% 1-year accuracy 23 / 45 met price target | 2%upside $1,453 | Outperform Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 4 articles about ORLY published over the past 30 days
