ING Groep NV Sells 17,979 Shares of O’Reilly Automotive, Inc. $ORLY

ING Groep NV lowered its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 207,475 shares of the specialty retailer’s stock after selling 17,979 shares during the quarter. ING Groep NV’s holdings in O’Reilly Automotive were worth $22,368,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Krilogy Financial LLC bought a new position in shares of O’Reilly Automotive in the third quarter worth about $347,000. Advisors Asset Management Inc. lifted its holdings in O’Reilly Automotive by 9.2% during the 3rd quarter. Advisors Asset Management Inc. now owns 21,073 shares of the specialty retailer’s stock valued at $2,272,000 after buying an additional 1,770 shares in the last quarter. Stratos Wealth Partners LTD. boosted its position in O’Reilly Automotive by 22.5% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 32,117 shares of the specialty retailer’s stock valued at $3,463,000 after buying an additional 5,889 shares during the period. Stratos Wealth Advisors LLC grew its stake in O’Reilly Automotive by 4.0% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 8,327 shares of the specialty retailer’s stock worth $898,000 after acquiring an additional 317 shares in the last quarter. Finally, Stratos Investment Management LLC purchased a new position in shares of O’Reilly Automotive during the third quarter worth approximately $224,000. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Up 0.7%

NASDAQ ORLY opened at $94.11 on Thursday. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The company has a 50 day moving average price of $94.59 and a 200 day moving average price of $99.08. The firm has a market cap of $79.44 billion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 2.08 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The firm had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same period in the prior year, the firm posted $9.50 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ORLY has been the subject of a number of research reports. Robert W. Baird lowered O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target for the company. in a report on Friday, February 6th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Truist Financial set a $107.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, February 6th. Wells Fargo & Company set a $115.00 price objective on O’Reilly Automotive and gave the company an “overweight” rating in a report on Wednesday, October 15th. Finally, JPMorgan Chase & Co. dropped their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the sale, the senior vice president directly owned 28 shares in the company, valued at $2,836.68. This trade represents a 98.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the sale, the senior vice president directly owned 4,792 shares in the company, valued at approximately $485,190. This represents a 42.21% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.01% 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.