O'Reilly AutomotiveORLY
About: O'Reilly is an aftermarket automotive parts retailer in the United States and Mexico with about $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 part 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)
11% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 99
3% more capital invested
Capital invested by funds: $55.6B [Q2] → $57.1B (+$1.53B) [Q3]
1% less funds holding
Funds holding: 1,373 [Q2] → 1,364 (-9) [Q3]
3% less funds holding in top 10
Funds holding in top 10: 35 [Q2] → 34 (-1) [Q3]
3.05% less ownership
Funds ownership: 89.45% [Q2] → 86.4% (-3.05%) [Q3]
12% less call options, than puts
Call options by funds: $342M | Put options by funds: $389M
21% less repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 554
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Seth Sigman 68% 1-year accuracy 32 / 47 met price target | 9%downside $1,110 | Equal-Weight Maintained | 9 Jan 2025 |
BMO Capital Tristan Thomas-Martin 50% 1-year accuracy 5 / 10 met price target | 15%upside $1,400 | Outperform Initiated | 13 Dec 2024 |
Evercore ISI Group Greg Melich 80% 1-year accuracy 51 / 64 met price target | 9%upside $1,325 | Outperform Maintained | 3 Dec 2024 |
TD Cowen Max Rakhlenko 78% 1-year accuracy 14 / 18 met price target | 13%upside $1,375 | Buy Maintained | 25 Oct 2024 |
RBC Capital Steven Shemesh 69% 1-year accuracy 36 / 52 met price target | 6%upside $1,286 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 4 articles about ORLY published over the past 30 days
