Lansforsakringar Fondforvaltning AB publ Sells 31,002 Shares of O’Reilly Automotive, Inc. $ORLY

Lansforsakringar Fondforvaltning AB publ trimmed its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 525,378 shares of the specialty retailer’s stock after selling 31,002 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in O’Reilly Automotive were worth $56,641,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Coastline Trust Co raised its stake in O’Reilly Automotive by 4.0% in the third quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock worth $283,000 after buying an additional 102 shares in the last quarter. IAM Advisory LLC raised its holdings in O’Reilly Automotive by 1.6% in the 3rd quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer’s stock worth $788,000 after acquiring an additional 114 shares during the last quarter. Berkshire Asset Management LLC PA lifted its holdings in shares of O’Reilly Automotive by 1.7% during the third quarter. Berkshire Asset Management LLC PA now owns 7,260 shares of the specialty retailer’s stock valued at $783,000 after purchasing an additional 120 shares in the last quarter. Abound Wealth Management grew its stake in shares of O’Reilly Automotive by 9.6% in the third quarter. Abound Wealth Management now owns 1,375 shares of the specialty retailer’s stock worth $148,000 after acquiring an additional 121 shares during the period. Finally, EWA LLC lifted its holdings in shares of O’Reilly Automotive by 5.1% during the 3rd quarter. EWA LLC now owns 2,559 shares of the specialty retailer’s stock valued at $276,000 after buying an additional 124 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Key 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

Wall Street Analyst Weigh In

ORLY has been the topic of several analyst reports. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Morgan Stanley set a $108.00 target price on O’Reilly Automotive in a report on Monday, February 9th. Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective on the stock. in a research report on Friday, February 6th. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a report on Friday, February 6th. Finally, Raymond James Financial raised shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price objective for the company in a research report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

Insider Activity at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction 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 transaction, the senior vice president directly owned 28 shares of the company’s stock, valued at $2,836.68. The trade was a 98.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the transaction, the senior vice president owned 4,792 shares in the company, valued at $485,190. This trade 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 company insiders.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $93.50 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71. The company has a fifty day moving average of $94.37 and a 200 day moving average of $98.84. The company has a market capitalization of $78.92 billion, a PE ratio of 31.55, a P/E/G ratio of 2.09 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 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 for the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter last year, the firm posted $9.50 earnings per share. O’Reilly Automotive’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. Research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share 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.