Eurizon Capital SGR S.p.A. Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Eurizon Capital SGR S.p.A. purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, Holdings Channel.com reports. The fund purchased 138,552 shares of the specialty retailer’s stock, valued at approximately $12,639,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $25,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $26,000. IAG Wealth Partners LLC acquired a new stake in O’Reilly Automotive during the third quarter worth about $31,000. United Community Bank increased its stake in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after acquiring an additional 135 shares during the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $34,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 104,530 shares of company stock worth $9,709,404 in the last quarter. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $86.88 on Monday. O’Reilly Automotive, Inc. has a 1 year low of $86.42 and a 1 year high of $108.71. The firm has a market cap of $72.00 billion, a P/E ratio of 28.39, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53. The stock has a 50-day simple moving average of $91.86 and a 200-day simple moving average of $94.03.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the firm earned $9.35 earnings per share. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Analyst Ratings Changes

Several brokerages have commented on ORLY. DA Davidson upped their price target on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Mizuho upped their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. JPMorgan Chase & Co. lowered their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

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.