Danica Pension Livsforsikringsaktieselskab Invests $11.14 Million in O’Reilly Automotive, Inc. $ORLY

Danica Pension Livsforsikringsaktieselskab purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 120,651 shares of the specialty retailer’s stock, valued at approximately $11,137,000.

Other hedge funds have also recently bought and sold shares of the company. Caldwell Trust Co increased its holdings in O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after acquiring an additional 12,167 shares in the last quarter. Overbrook Management Corp raised its position in O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after acquiring an additional 19,171 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in O’Reilly Automotive during the fourth quarter worth about $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of O’Reilly Automotive by 9.8% in the fourth quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on ORLY. Raymond James Financial reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group upped their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Truist Financial set a $108.00 target price on O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen reissued 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. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $113.00 price target on shares of O’Reilly Automotive in a report on Monday, July 13th. One 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 stock. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus target price of $110.70.

O’Reilly Automotive Trading Up 4.1%

Shares of NASDAQ:ORLY opened at $87.97 on Wednesday. The firm has a market cap of $72.90 billion, a price-to-earnings ratio of 28.75, a PEG ratio of 1.86 and a beta of 0.51. The stock’s 50-day moving average price is $88.55 and its two-hundred day moving average price is $91.83. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month 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, beating analysts’ consensus estimates of $0.69 by $0.03. The company 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 company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 105,730 shares of company stock valued at $9,815,388 in the last quarter. Insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

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.