ABN AMRO Bank N.V. Grows Position in O’Reilly Automotive, Inc. $ORLY

ABN AMRO Bank N.V. grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 149.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 52,314 shares of the specialty retailer’s stock after buying an additional 31,363 shares during the period. ABN AMRO Bank N.V.’s holdings in O’Reilly Automotive were worth $4,751,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sivia Capital Partners LLC boosted its holdings in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC grew its holdings in O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. increased its stake in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares during the last quarter. BNP Paribas raised its holdings in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company raised its holdings in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on ORLY shares. DA Davidson upped their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, TD Cowen reaffirmed a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One investment 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 data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $91.35 on Tuesday. The stock has a market capitalization of $76.43 billion, a P/E ratio of 29.85, a PEG ratio of 2.05 and a beta of 0.58. The firm’s 50-day moving average is $92.57 and its two-hundred day moving average is $94.58. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating 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 business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the business earned $9.35 earnings per share. The business’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Activity at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the firm’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 transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 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 SEC filing for this sale provides additional information. 0.77% of the stock is currently owned by company insiders.

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.