PensionDanmark Pensionsforsikringsaktieselskab Increases Stock Position in O’Reilly Automotive, Inc. $ORLY

PensionDanmark Pensionsforsikringsaktieselskab boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 11.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 170,956 shares of the specialty retailer’s stock after purchasing an additional 18,053 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in O’Reilly Automotive were worth $15,743,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Sivia Capital Partners LLC increased its stake in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC boosted its position in O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. boosted its position in O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas grew its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company grew its stake in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have recently issued reports on ORLY. Morgan Stanley reduced their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research note on Wednesday, July 15th. TD Cowen cut their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, July 31st. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Weiss Ratings cut O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $107.94.

O’Reilly Automotive Trading Up 0.2%

Shares of ORLY opened at $93.53 on Friday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The firm’s fifty day simple moving average is $88.48 and its 200-day simple moving average is $91.60. The firm has a market capitalization of $77.51 billion, a price-to-earnings ratio of 29.79, a PEG ratio of 2.04 and a beta of 0.51.

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

Insider Activity

In other news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director directly owned 4,000 shares in the company, valued at $354,680. This trade represents a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 88,395 shares of company stock worth $8,170,043. 0.77% of the stock is currently owned by insiders.

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.