O’Reilly Automotive, Inc. $ORLY Shares Newly Bought by Verde Servicos Internacionais S.A.

Verde Servicos Internacionais S.A. purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 107,109 shares of the specialty retailer’s stock, valued at approximately $9,148,000. O’Reilly Automotive makes up about 3.1% of Verde Servicos Internacionais S.A.’s portfolio, making the stock its 13th biggest holding.

Other large investors have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of O’Reilly Automotive in the second quarter worth approximately $5,950,042,000. Bank of New York Mellon Corp bought a new position in shares of O’Reilly Automotive in the second quarter valued at approximately $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of O’Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after purchasing an additional 141,915 shares in the last quarter. Amundi boosted its position in shares of O’Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer’s stock valued at $784,449,000 after buying an additional 1,397,671 shares during the last quarter. Finally, Bank of America Corp DE purchased a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $721,747,000. Institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,000 shares of the company’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the transaction, the director owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 6,000 shares of company stock valued at $550,530. Insiders own 0.77% of the company’s stock.

Key Stories Impacting O’Reilly Automotive

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

• Positive Sentiment: O’Reilly Automotive recently moved above its 200-day moving average after finding support, a technical development that suggests improving long-term momentum. O’Reilly Automotive Crossed Above the 200-Day Moving Average
• Positive Sentiment: Bank of America initiated coverage with a Buy rating and a $106 price target, implying meaningful upside from the recent trading level. The firm also said O’Reilly, AutoZone, and Advance Auto Parts could benefit on a net basis from inflation, potentially through higher prices and resilient demand for vehicle maintenance.
• Neutral Sentiment: Investors are focused on the upcoming third-quarter earnings report. Key issues will include sales growth, comparable-store trends, margins, and whether management maintains its full-year outlook. The company’s latest reported quarter showed revenue growth of 8.1% and earnings in line with estimates.
• Neutral Sentiment: A long-term performance article highlights O’Reilly Automotive’s substantial wealth creation over the past decade, reinforcing the company’s history of strong execution but offering limited information about near-term earnings or valuation.
• Neutral Sentiment: Reported October short interest was listed at zero shares, producing a zero-day short-interest ratio. If accurate, this suggests limited short-selling activity, although the figure may reflect a reporting or data anomaly.
• Negative Sentiment: Evercore ISI lowered its price target to $110 from $115. Although the revised target remains above the current market level, the cut signals somewhat reduced expectations for future upside. Evercore ISI Adjusts Price Target

O’Reilly Automotive Stock Down 1.4%

ORLY stock opened at $89.82 on Wednesday. The firm has a market cap of $72.66 billion, a PE ratio of 28.61 and a beta of 0.54. The business has a 50 day moving average of $87.28 and a 200-day moving average of $90.60. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $102.46.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. The business’s revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.78 earnings per share. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.28 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on ORLY shares. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen dropped their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Citigroup restated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $111.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Tuesday, October 20th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Seventeen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $108.11.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.