O'Reilly AutomotiveORLY
Market Cap: $65.5B
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 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)
6% more repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 481
5% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 118
0% more funds holding
Funds holding: 1,357 [Q1] → 1,363 (+6) [Q2]
2.3% less ownership
Funds ownership: 87.47% [Q1] → 85.17% (-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: $310M | Put options by funds: $473M
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Wells Fargo Zachary Fadem 71% 1-year accuracy 15 / 21 met price target | 11%upside $1,250 | Overweight Maintained | 22 Aug 2024 |
Evercore ISI Group Greg Melich 81% 1-year accuracy 42 / 52 met price target | 9%upside $1,230 | Outperform Maintained | 22 Aug 2024 |
B of A Securities Elizabeth Suzuki 67% 1-year accuracy 8 / 12 met price target | 14%upside $1,290 | Buy Maintained | 22 Aug 2024 |
DA Davidson Michael Baker 59% 1-year accuracy 19 / 32 met price target | 13%upside $1,275 | Buy Maintained | 26 Jul 2024 |
RBC Capital Steven Shemesh 61% 1-year accuracy 27 / 44 met price target | 1%downside $1,115 | Outperform Maintained | 26 Jul 2024 |
Financial journalist opinion
Based on 7 articles about ORLY published over the past 30 days