Fifth Third Bancorp Raises Stock Position in O’Reilly Automotive, Inc. $ORLY

Fifth Third Bancorp lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 28.3% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 712,257 shares of the specialty retailer’s stock after purchasing an additional 157,159 shares during the quarter. Fifth Third Bancorp’s holdings in O’Reilly Automotive were worth $65,748,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive during the 4th quarter worth approximately $25,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the 4th quarter valued at approximately $27,000. Whipplewood Advisors LLC boosted its position in O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the period. Finally, Kohmann Bosshard Financial Services LLC boosted its position in O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. TD Cowen reiterated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Wells Fargo & Company reissued an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. DA Davidson restated a “buy” rating and set a $114.00 price target on shares of O’Reilly Automotive in a report on Tuesday, July 7th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One 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’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction dated 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. The trade was a 43.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last ninety days. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $86.28 on Monday. O’Reilly Automotive, Inc. has a 52 week low of $82.71 and a 52 week high of $108.71. The firm has a 50 day moving average of $89.74 and a two-hundred day moving average of $92.13. The stock has a market capitalization of $71.50 billion, a PE ratio of 28.20, a price-to-earnings-growth ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data 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. The business had revenue of $4.56 billion for 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%. The company’s revenue was up 10.2% on a year-over-year basis. During the same period last year, the business earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal 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.