ABN Amro Investment Solutions Has $40.58 Million Stake in O’Reilly Automotive, Inc. $ORLY

ABN Amro Investment Solutions increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,182.0% during the 1st quarter, Holdings Channel reports. The fund owned 439,649 shares of the specialty retailer’s stock after buying an additional 405,355 shares during the quarter. ABN Amro Investment Solutions’ holdings in O’Reilly Automotive were worth $40,584,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of O’Reilly Automotive in the fourth quarter worth about $1,134,311,000. Akre Capital Management LLC raised its holdings in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the period. Wellington Management Group LLP raised its holdings in O’Reilly Automotive by 25.1% during 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 buying an additional 2,964,945 shares during the period. Ameriprise Financial Inc. lifted its stake in O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after buying an additional 2,814,071 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its stake in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after buying an additional 2,176,568 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $87.97 on Wednesday. The stock has a 50 day moving average price of $88.55 and a 200 day moving average price of $91.83. The stock has a market capitalization of $72.90 billion, a PE ratio of 28.75, a price-to-earnings-growth ratio of 1.86 and a beta of 0.51. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71.

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on ORLY shares. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. DA Davidson reiterated a “buy” rating and set a $114.00 target price on shares of O’Reilly Automotive in a report on Tuesday, July 7th. The Goldman Sachs Group reissued a “buy” rating and issued a $113.00 price target on shares of O’Reilly Automotive in a research note on Monday, July 13th. Finally, Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $110.70.

Insider Activity

In related news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive 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.