Public Sector Pension Investment Board Increases Stake in O’Reilly Automotive, Inc. $ORLY

Public Sector Pension Investment Board boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 72,550 shares of the specialty retailer’s stock after purchasing an additional 8,335 shares during the period. Public Sector Pension Investment Board’s holdings in O’Reilly Automotive were worth $7,822,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in ORLY. True Wealth Design LLC increased its position in shares of O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the period. Canton Hathaway LLC increased its holdings in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 280 shares during the period. Westfuller Advisors LLC purchased a new position in shares of O’Reilly Automotive in the third quarter worth about $32,000. Nemes Rush Group LLC lifted its holdings in shares of O’Reilly Automotive by 1,400.0% during the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares during the period. Finally, United Community Bank boosted its position in O’Reilly Automotive by 75.0% in the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 135 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 4.2%

ORLY stock opened at $92.60 on Wednesday. O’Reilly Automotive, Inc. has a 52-week low of $85.55 and a 52-week high of $108.71. The firm has a market cap of $78.16 billion, a P/E ratio of 31.25, a PEG ratio of 2.16 and a beta of 0.62. The company’s 50-day simple moving average is $94.40 and its 200-day simple moving average is $98.99.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period in the previous year, the company posted $9.50 EPS. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at approximately $485,190. The trade was a 42.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president directly owned 28 shares in the company, valued at approximately $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on ORLY. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target on the stock. in a research report on Friday, February 6th. Mizuho set a $105.00 price objective on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Finally, Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.