Raiffeisen Bank International AG Purchases 7,221 Shares of O’Reilly Automotive, Inc. $ORLY

Raiffeisen Bank International AG raised its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 331,293 shares of the specialty retailer’s stock after purchasing an additional 7,221 shares during the quarter. Raiffeisen Bank International AG’s holdings in O’Reilly Automotive were worth $35,631,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its position in O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after buying an additional 436,563 shares during the period. State Street Corp boosted its stake in shares of O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC grew its position in shares of O’Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Bank of New York Mellon Corp grew its position in shares of O’Reilly Automotive by 1,317.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock valued at $1,590,894,000 after acquiring an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC increased its stake in shares of O’Reilly Automotive by 1,820.9% in the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after purchasing an additional 13,382,074 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 0.7%

NASDAQ ORLY opened at $93.50 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $85.55 and a 12 month high of $108.71. The stock has a market cap of $78.92 billion, a PE ratio of 31.55, a P/E/G ratio of 2.10 and a beta of 0.62. The stock’s 50 day moving average is $94.37 and its 200 day moving average is $98.86.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data 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 net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. During the same quarter in the previous year, the business earned $9.50 EPS. The company’s quarterly revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Raymond James Financial raised O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a report on Wednesday, November 5th. Barclays set a $91.00 price objective on O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. JPMorgan Chase & Co. reduced their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Royal Bank Of Canada set a $109.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Finally, Robert W. Baird lowered shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target for the company. in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president directly owned 28 shares of the company’s stock, valued at approximately $2,836.68. The trade was a 98.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares in the company, valued at $485,190. This represents a 42.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is owned by insiders.

More O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

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.