Nordea Investment Management AB Buys 95,262 Shares of O’Reilly Automotive, Inc. $ORLY

Nordea Investment Management AB boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 111.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 180,489 shares of the specialty retailer’s stock after buying an additional 95,262 shares during the period. Nordea Investment Management AB’s holdings in O’Reilly Automotive were worth $16,433,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of ORLY. Occidental Asset Management LLC increased its position in O’Reilly Automotive by 3.8% during the fourth quarter. Occidental Asset Management LLC now owns 3,236 shares of the specialty retailer’s stock valued at $295,000 after acquiring an additional 117 shares during the last quarter. Procyon Advisors LLC lifted its holdings in shares of O’Reilly Automotive by 63.3% in the 4th quarter. Procyon Advisors LLC now owns 71,267 shares of the specialty retailer’s stock worth $6,500,000 after acquiring an additional 27,629 shares during the last quarter. Cyndeo Wealth Partners LLC boosted its stake in shares of O’Reilly Automotive by 2.2% during the 4th quarter. Cyndeo Wealth Partners LLC now owns 41,329 shares of the specialty retailer’s stock worth $3,770,000 after purchasing an additional 902 shares during the period. Impact Capital Partners LLC boosted its stake in shares of O’Reilly Automotive by 3.5% during the 4th quarter. Impact Capital Partners LLC now owns 5,679 shares of the specialty retailer’s stock worth $518,000 after purchasing an additional 193 shares during the period. Finally, Harbor Investment Advisory LLC grew its holdings in O’Reilly Automotive by 42.2% during the 4th quarter. Harbor Investment Advisory LLC now owns 2,475 shares of the specialty retailer’s stock valued at $226,000 after purchasing an additional 735 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently weighed in on ORLY. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Morgan Stanley set a $108.00 target price on O’Reilly Automotive in a research note on Monday, February 9th. UBS Group set a $114.00 price target on O’Reilly Automotive in a report on Friday, February 6th. Finally, Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. One 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 stock. According to data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Price Performance

ORLY stock opened at $87.99 on Wednesday. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The firm’s 50-day moving average is $94.33 and its 200 day moving average is $97.08. The company has a market capitalization of $73.78 billion, a PE ratio of 29.69, a P/E/G ratio of 1.96 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. O’Reilly Automotive’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Sell-side analysts forecast that O’Reilly Automotive, Inc. will post 43.94 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.