Daiwa Securities Group Inc. Has $26.78 Million Stake in O’Reilly Automotive, Inc. $ORLY

Daiwa Securities Group Inc. grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 293,615 shares of the specialty retailer’s stock after purchasing an additional 8,939 shares during the period. Daiwa Securities Group Inc.’s holdings in O’Reilly Automotive were worth $26,781,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in ORLY. Sivia Capital Partners LLC increased its holdings in shares of O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the period. NewEdge Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. increased its holdings in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas increased its holdings in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company increased its holdings in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on ORLY shares. JPMorgan Chase & Co. lowered their price target 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. Evercore reissued an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Citigroup reissued a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Roth Mkm reissued a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $90.33 on Friday. The stock has a market cap of $74.86 billion, a price-to-earnings ratio of 29.52, a PEG ratio of 1.95 and a beta of 0.53. The business has a 50 day simple moving average of $91.78 and a 200 day simple moving average of $93.69. O’Reilly Automotive, Inc. has a 52 week low of $85.35 and a 52 week high of $108.71.

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

Insider Activity

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. The trade was a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 105,730 shares of company stock valued at $9,815,388. Insiders own 0.77% of the company’s stock.

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.