Raiffeisen Bank International AG Boosts Stake in O’Reilly Automotive, Inc. $ORLY

Raiffeisen Bank International AG raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 336,928 shares of the specialty retailer’s stock after buying an additional 5,635 shares during the period. Raiffeisen Bank International AG’s holdings in O’Reilly Automotive were worth $30,819,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Andra AP fonden purchased a new stake in O’Reilly Automotive in the 4th quarter valued at about $10,407,000. Aviva PLC grew its stake in O’Reilly Automotive by 5.5% in the 4th quarter. Aviva PLC now owns 716,251 shares of the specialty retailer’s stock valued at $65,329,000 after buying an additional 37,149 shares in the last quarter. Founders Financial Alliance LLC grew its stake in O’Reilly Automotive by 7.5% in the 4th quarter. Founders Financial Alliance LLC now owns 9,176 shares of the specialty retailer’s stock valued at $837,000 after buying an additional 642 shares in the last quarter. Great Valley Advisor Group Inc. grew its position in shares of O’Reilly Automotive by 17.1% during the 4th quarter. Great Valley Advisor Group Inc. now owns 4,640 shares of the specialty retailer’s stock valued at $423,000 after purchasing an additional 679 shares in the last quarter. Finally, Kovack Advisors Inc. grew its position in shares of O’Reilly Automotive by 246.8% during the 4th quarter. Kovack Advisors Inc. now owns 13,888 shares of the specialty retailer’s stock valued at $1,267,000 after purchasing an additional 9,883 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on ORLY shares. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $90.10 on Friday. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71. The firm has a fifty day moving average of $91.62 and a 200 day moving average of $93.38. The firm has a market capitalization of $74.67 billion, a PE ratio of 29.44, a price-to-earnings-growth ratio of 2.00 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period in the previous year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction 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 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 document filed with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s 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 sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 over the last three months. 0.77% of the stock is currently owned by company insiders.

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.