Nippon Life Global Investors Americas Inc. Takes $2.09 Million Position in O’Reilly Automotive, Inc. $ORLY

Nippon Life Global Investors Americas Inc. purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 22,740 shares of the specialty retailer’s stock, valued at approximately $2,094,000.

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

Analyst Ratings Changes

A number of brokerages have recently issued reports on ORLY. Mizuho raised their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. DA Davidson set a $106.00 price objective on O’Reilly Automotive in a report on Friday, July 31st. Citigroup reiterated a “buy” rating and issued a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Morgan Stanley cut their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Finally, Roth Capital reissued a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Transactions at O’Reilly Automotive

In related 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 transaction of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares of the company’s stock, 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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 90,800 shares of company stock valued at $8,402,644. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $91.05 on Monday. The firm has a 50-day simple moving average of $88.91 and a two-hundred day simple moving average of $91.35. The stock has a market cap of $73.66 billion, a PE ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

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

O’Reilly Automotive News Roundup

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

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.