National Pension Service Increases Stock Position in O’Reilly Automotive, Inc. $ORLY

National Pension Service boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,127,673 shares of the specialty retailer’s stock after purchasing an additional 37,408 shares during the quarter. National Pension Service’s holdings in O’Reilly Automotive were worth $194,065,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of O’Reilly Automotive by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Akre Capital Management LLC grew its holdings in shares of O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of O’Reilly Automotive by 1.1% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock valued at $730,018,000 after purchasing an additional 89,179 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of O’Reilly Automotive by 21.7% in the third quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock valued at $780,694,000 after purchasing an additional 1,290,579 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently weighed in on ORLY. UBS Group raised their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Morgan Stanley reissued an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Activity

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,530 shares of company stock valued at $9,709,404 over the last ninety days. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Stock Down 2.6%

NASDAQ ORLY opened at $86.88 on Friday. The company has a fifty day moving average of $91.86 and a two-hundred day moving average of $94.06. The firm has a market capitalization of $72.00 billion, a price-to-earnings ratio of 28.39, a PEG ratio of 1.97 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52 week low of $86.42 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

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.