Arbejdsmarkedets Tillaegspension Buys Shares of 246,779 O’Reilly Automotive, Inc. $ORLY

Arbejdsmarkedets Tillaegspension acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 246,779 shares of the specialty retailer’s stock, valued at approximately $22,509,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Akre Capital Management LLC raised its holdings in shares of O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares in the last quarter. Alphinity Investment Management Pty Ltd bought a new position in O’Reilly Automotive in the third quarter worth $435,620,000. Rakuten Investment Management Inc. bought a new position in O’Reilly Automotive in the third quarter worth $365,417,000. Ameriprise Financial Inc. grew its stake in shares of O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after acquiring an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its position in shares of O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after buying an additional 2,176,568 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Roth Mkm reissued a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. Mizuho raised their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Trading Down 1.3%

ORLY opened at $88.49 on Friday. The stock has a fifty day moving average price of $92.22 and a 200-day moving average price of $94.36. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The firm has a market cap of $73.33 billion, a price-to-earnings ratio of 28.92, a PEG ratio of 1.97 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the business earned $9.35 EPS. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.25 EPS for the current year.

Trending Headlines about O’Reilly Automotive

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

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Insider Buying and Selling

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by corporate insiders.

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.