Andra AP fonden Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Andra AP fonden lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 51.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 172,742 shares of the specialty retailer’s stock after acquiring an additional 58,642 shares during the quarter. Andra AP fonden’s holdings in O’Reilly Automotive were worth $15,946,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its stake 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 position 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 in the last quarter. Geode Capital Management LLC boosted 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 buying an additional 372,896 shares during the period. Wellington Management Group LLP boosted its stake 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 valued at $1,345,829,000 after buying an additional 2,964,945 shares during the period. Finally, Norges Bank purchased a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $1,134,311,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently weighed in on ORLY shares. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Raymond James Financial reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. TD Cowen reissued a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $110.70.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $87.97 on Wednesday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The firm has a market capitalization of $72.90 billion, a P/E ratio of 28.75, a P/E/G ratio of 1.86 and a beta of 0.51. The company’s fifty day moving average price is $88.55 and its 200 day moving average price is $91.83.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the company posted $9.35 earnings per share. The business’s quarterly revenue 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, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Transactions at O’Reilly Automotive

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 stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 105,730 shares of company stock worth $9,815,388. Insiders own 0.77% of the company’s stock.

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.