J. Safra Sarasin Holding AG Cuts Stake in O’Reilly Automotive, Inc. $ORLY

J. Safra Sarasin Holding AG reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 75.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,681 shares of the specialty retailer’s stock after selling 20,022 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in O’Reilly Automotive were worth $609,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after acquiring an additional 436,563 shares in the last quarter. State Street Corp raised its holdings in O’Reilly Automotive by 1,424.2% in the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the last quarter. Invesco Ltd. lifted its position in O’Reilly Automotive by 1,459.7% in the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after acquiring an additional 8,874,644 shares in the last quarter. Akre Capital Management LLC boosted its stake in O’Reilly Automotive by 989.3% during 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 purchasing an additional 8,546,804 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in O’Reilly Automotive by 21.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock valued at $780,694,000 after purchasing an additional 1,290,579 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Morgan Stanley set a $108.00 price objective on O’Reilly Automotive in a research report on Monday, February 9th. Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday, February 6th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, DA Davidson restated a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. One research 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 MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Trading Down 0.7%

Shares of ORLY opened at $91.42 on Friday. The firm has a fifty day simple moving average of $93.74 and a two-hundred day simple moving average of $96.48. The firm has a market cap of $76.49 billion, a PE ratio of 30.85, a P/E/G ratio of 2.04 and a beta of 0.60. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71.

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

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.