EFG International AG Makes New Investment in O’Reilly Automotive, Inc. $ORLY

EFG International AG bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 13,557 shares of the specialty retailer’s stock, valued at approximately $1,248,000.

A number of other hedge funds have also recently made changes to their positions in the company. BlackRock Inc. bought a new position in O’Reilly Automotive in the 2nd quarter valued at approximately $5,950,042,000. Norges Bank bought a new stake in O’Reilly Automotive during the 4th quarter worth approximately $1,134,311,000. Bank of New York Mellon Corp bought a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $1,023,936,000. Akre Capital Management LLC increased its position in O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the period. Finally, Legal & General Group Plc acquired a new position in O’Reilly Automotive in the 2nd quarter valued at approximately $439,123,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other O’Reilly Automotive news, 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 value of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% 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, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,200 shares of company stock valued at $568,684 over the last ninety days. 0.77% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Morgan Stanley cut their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Citigroup restated a “buy” rating and issued a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. TD Cowen lowered their target price on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $89.55 on Thursday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The business’s 50 day moving average price is $88.94 and its two-hundred day moving average price is $90.91. The firm has a market cap of $72.44 billion, a PE ratio of 28.52, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

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.