O'Reilly AutomotiveORLY
Market Cap: 65.4B
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 Q1 SEC filings by fund managers ($100M+ AUM)
31% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 115
19% more capital invested
Capital invested by funds: $47.6B [Q4 2023] → $56.8B (+$9.17B) [Q1 2024]
11% more funds holding in top 10
Funds holding in top 10: 35 [Q4 2023] → 39 (+4) [Q1 2024]
3% more funds holding
Funds holding: 1,304 [Q4 2023] → 1,340 (+36) [Q1 2024]
0.72% more ownership
Funds ownership: 84.71% [Q4 2023] → 85.43% (+0.72%) [Q1 2024]
14% less repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 521
23% less call options, than puts
Call options by funds: $451M | Put options by funds: $589M
Research analyst outlook
26 Wall Street Analysts provided 1 year price forecasts over the past 6 months
26 analyst ratings
DA Davidson Michael Baker | 15%upside $1275 | Buy Maintained | 26 Jul 2024 |
RBC Capital Steven Shemesh | 0%upside $1115 | Outperform Maintained | 26 Jul 2024 |
Truist Securities Scot Ciccarelli | 8%upside $1204 | Buy Maintained | 26 Jul 2024 |
Wedbush Seth Basham | 1%downside $1100 | Neutral Reiterated | 25 Jul 2024 |
UBS Michael Lasser | 13%upside $1250 | Buy Maintained | 18 Jul 2024 |
Financial journalist opinion
Based on 9 articles about ORLY published over the past 30 days