Lansforsakringar Fondforvaltning AB publ Lowers Holdings in O’Reilly Automotive, Inc. $ORLY

Lansforsakringar Fondforvaltning AB publ decreased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 25.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 373,902 shares of the specialty retailer’s stock after selling 127,737 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in O’Reilly Automotive were worth $34,515,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive in the fourth quarter worth about $25,000. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive during the 4th quarter valued at about $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $30,000. Finally, MidFirst Bank bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $31,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $90.16 on Tuesday. The firm has a market cap of $74.72 billion, a price-to-earnings ratio of 29.46, a PEG ratio of 1.98 and a beta of 0.53. The firm has a 50-day simple moving average of $90.60 and a two-hundred day simple moving average of $92.45. O’Reilly Automotive, Inc. has a one year low of $84.76 and a one year high of $108.71.

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 analysts’ consensus estimates 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 firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the firm earned $9.35 EPS. The company’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, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Buying and Selling

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’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 directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last quarter. Insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. DA Davidson boosted their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a report on Friday, May 1st. TD Cowen reaffirmed 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, May 1st. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive 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.