BNP Paribas Financial Markets Has $173.68 Million Position in O’Reilly Automotive, Inc. $ORLY

BNP Paribas Financial Markets cut its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,610,984 shares of the specialty retailer’s stock after selling 29,947 shares during the quarter. BNP Paribas Financial Markets owned 0.19% of O’Reilly Automotive worth $173,680,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in ORLY. Vanguard Group Inc. grew its holdings in shares of 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 worth $8,546,264,000 after purchasing an additional 436,563 shares during the last quarter. State Street Corp raised its holdings in O’Reilly Automotive by 1,424.2% in the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after buying an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC boosted its position in 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 worth $2,130,866,000 after buying an additional 22,144,563 shares during the period. Norges Bank acquired a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $974,515,000. Finally, Invesco Ltd. grew its holdings in O’Reilly Automotive by 1,459.7% during the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock worth $854,668,000 after acquiring an additional 8,874,644 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Citigroup reduced their price objective on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. JPMorgan Chase & Co. decreased their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Finally, DA Davidson reaffirmed a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. One equities research 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $94.39 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71. The business’s 50-day moving average is $94.83 and its 200-day moving average is $98.04. The company has a market capitalization of $79.15 billion, a price-to-earnings ratio of 31.85, a P/E/G ratio of 2.11 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same period in the prior year, the business earned $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

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.