Banque Transatlantique SA Grows Stake in O’Reilly Automotive, Inc. $ORLY

Banque Transatlantique SA increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 54.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 625,744 shares of the specialty retailer’s stock after acquiring an additional 220,801 shares during the period. O’Reilly Automotive accounts for 1.4% of Banque Transatlantique SA’s holdings, making the stock its 16th biggest position. Banque Transatlantique SA’s holdings in O’Reilly Automotive were worth $57,199,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp raised its stake in O’Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC lifted its holdings in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Wellington Management Group LLP lifted its holdings in O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth about $1,134,311,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Trading Down 1.8%

Shares of O’Reilly Automotive stock opened at $86.84 on Friday. O’Reilly Automotive, Inc. has a twelve month low of $85.35 and a twelve month high of $108.71. The stock has a market capitalization of $71.97 billion, a P/E ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.53. The business’s fifty day moving average price is $91.40 and its 200 day moving average price is $92.98.

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ORLY. Roth Mkm reiterated a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. TD Cowen reissued a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. UBS Group lifted their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, DA Davidson boosted their price target on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Company Profile

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.