Varma Mutual Pension Insurance Co Buys 5,800 Shares of O’Reilly Automotive, Inc. $ORLY

Varma Mutual Pension Insurance Co increased its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.9% during the fourth quarter, HoldingsChannel reports. The fund owned 152,720 shares of the specialty retailer’s stock after acquiring an additional 5,800 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in O’Reilly Automotive were worth $13,930,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Truist Financial Corp increased its position in O’Reilly Automotive by 7.1% during the fourth quarter. Truist Financial Corp now owns 341,954 shares of the specialty retailer’s stock worth $31,190,000 after acquiring an additional 22,767 shares during the period. Peregrine Asset Advisers Inc. bought a new stake in O’Reilly Automotive in the 4th quarter valued at $4,169,000. RIA Advisory Group LLC raised its stake in shares of O’Reilly Automotive by 59.4% in the 4th quarter. RIA Advisory Group LLC now owns 13,116 shares of the specialty retailer’s stock valued at $1,196,000 after buying an additional 4,888 shares in the last quarter. Montag A & Associates Inc. lifted its holdings in shares of O’Reilly Automotive by 0.7% during the 4th quarter. Montag A & Associates Inc. now owns 20,816 shares of the specialty retailer’s stock worth $1,899,000 after acquiring an additional 150 shares during the period. Finally, Summit Wealth & Retirement Planning Inc. boosted its position in shares of O’Reilly Automotive by 2.5% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 7,410 shares of the specialty retailer’s stock valued at $676,000 after acquiring an additional 180 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY opened at $93.98 on Tuesday. The firm’s 50-day simple moving average is $92.51 and its 200-day simple moving average is $94.85. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The firm has a market cap of $78.63 billion, a price-to-earnings ratio of 30.71, a PEG ratio of 2.14 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the prior year, the firm earned $9.35 EPS. The firm’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. As a group, sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.22 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. JPMorgan Chase & Co. decreased 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 research report on Friday, February 6th. TD Cowen reiterated a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday. UBS Group lifted their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.00.

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.