Fideuram Intesa Sanpaolo Private Banking S.P.A. Lowers Position in O’Reilly Automotive, Inc. $ORLY

Fideuram Intesa Sanpaolo Private Banking S.P.A. trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 40.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,303 shares of the specialty retailer’s stock after selling 9,880 shares during the quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in O’Reilly Automotive were worth $1,320,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after buying an additional 458,613 shares during the period. State Street Corp raised its stake in shares of 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 acquiring an additional 140,387 shares during the period. Geode Capital Management LLC raised its stake in shares of 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 acquiring an additional 372,896 shares during the period. Wellington Management Group LLP lifted its holdings in shares of 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 worth $1,345,829,000 after acquiring an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of O’Reilly Automotive in the 4th quarter worth approximately $1,134,311,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the 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 transaction, the senior vice president directly owned 4,888 shares in the company, 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 SEC, which is available at this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $90.25 on Friday. O’Reilly Automotive, Inc. has a 1-year low of $84.76 and a 1-year high of $108.71. The stock has a market cap of $74.79 billion, a PE ratio of 29.49, a P/E/G ratio of 1.99 and a beta of 0.51. The stock’s fifty day moving average is $90.42 and its two-hundred day moving average is $92.38.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. The business 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 business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ORLY. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. 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. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, UBS Group lifted their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target 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.