Pictet Asset Management Holding SA Grows Position in O’Reilly Automotive, Inc. $ORLY

Pictet Asset Management Holding SA boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 31.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 749,196 shares of the specialty retailer’s stock after purchasing an additional 179,782 shares during the quarter. Pictet Asset Management Holding SA’s holdings in O’Reilly Automotive were worth $68,338,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. Coastline Trust Co lifted its position in O’Reilly Automotive by 4.0% during the third quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock valued at $283,000 after buying an additional 102 shares in the last quarter. Welch Group LLC lifted its position in O’Reilly Automotive by 0.8% during the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after buying an additional 102 shares in the last quarter. Commons Capital LLC raised its stake in shares of O’Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock valued at $1,066,000 after purchasing an additional 104 shares during the period. Fayez Sarofim & Co raised its stake in shares of O’Reilly Automotive by 1.4% during the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock valued at $823,000 after purchasing an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC grew its stake in shares of O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORLY. DA Davidson reissued a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Morgan Stanley set a $108.00 price target on shares of O’Reilly Automotive in a research report on Monday, February 9th. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. Finally, Evercore reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $91.57 on Wednesday. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71. The stock has a market cap of $76.62 billion, a price-to-earnings ratio of 30.90, a PEG ratio of 2.04 and a beta of 0.60. The business has a fifty day moving average of $92.43 and a 200-day moving average of $94.95.

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 the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the previous year, the company posted $9.50 EPS. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.23 EPS for the current 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.