Meiji Yasuda Asset Management Co Ltd. Buys 13,612 Shares of O’Reilly Automotive, Inc. $ORLY

Meiji Yasuda Asset Management Co Ltd. raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 92.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,285 shares of the specialty retailer’s stock after purchasing an additional 13,612 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in O’Reilly Automotive were worth $3,049,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brant Point Investment Management LLC grew its stake in O’Reilly Automotive by 1,244.7% in the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after purchasing an additional 138,401 shares during the period. Bank of Nova Scotia lifted its position in O’Reilly Automotive by 7,192.8% during the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock valued at $40,989,000 after buying an additional 448,545 shares during the period. Atlantic Union Bankshares Corp lifted its position in O’Reilly Automotive by 6,011.8% during the second quarter. Atlantic Union Bankshares Corp now owns 9,840 shares of the specialty retailer’s stock valued at $887,000 after buying an additional 9,679 shares during the period. SVB Wealth LLC boosted its holdings in shares of O’Reilly Automotive by 1,094.1% during the 2nd quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after buying an additional 16,575 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. grew its position in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after buying an additional 13,100 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

ORLY has been the subject of several research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. DA Davidson restated a “buy” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a research note on Monday, February 9th. Truist Financial set a $107.00 target price on shares of O’Reilly Automotive and gave the company a “buy” rating 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 report on Monday, December 22nd. 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 company has a consensus rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $94.52 on Monday. The company has a 50-day simple moving average of $94.65 and a two-hundred day simple moving average of $98.18. The stock has a market capitalization of $79.25 billion, a PE ratio of 31.90, a price-to-earnings-growth ratio of 2.11 and a beta of 0.63. O’Reilly Automotive, Inc. has a 52-week low of $85.55 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion for 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%. The company’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, equities research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS 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.