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: 93,047
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
241% more first-time investments, than exits
New positions opened: 198 | 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] → 1,478 (+109) [Q4]
4% more capital invested
Capital invested by funds: $55.8B [Q3] → $57.7B (+$1.98B) [Q4]
0.53% less ownership
Funds ownership: 84.88% [Q3] → 84.35% (-0.53%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 506 | Existing positions reduced: 510
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Seth Sigman 59% 1-year accuracy 24 / 41 met price target | 9%downside $1,290 | Equal-Weight Maintained | 28 Apr 2025 |
DA Davidson Michael Baker 36% 1-year accuracy 17 / 47 met price target | 13%upside $1,600 | Buy Maintained | 25 Apr 2025 |
Mizuho David Bellinger 40% 1-year accuracy 12 / 30 met price target | 2%upside $1,445 | Outperform Maintained | 25 Apr 2025 |
BMO Capital Tristan Thomas-Martin 46% 1-year accuracy 6 / 13 met price target | 6%upside $1,500 | Outperform Maintained | 25 Apr 2025 |
UBS Michael Lasser 53% 1-year accuracy 21 / 40 met price target | 12%upside $1,580 | Buy Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 21 articles about ORLY published over the past 30 days
