Generali Asset Management SPA SGR Acquires 6,022 Shares of O’Reilly Automotive, Inc. $ORLY

Generali Asset Management SPA SGR increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,625 shares of the specialty retailer’s stock after acquiring an additional 6,022 shares during the period. Generali Asset Management SPA SGR’s holdings in O’Reilly Automotive were worth $8,765,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ORLY. Kohmann Bosshard Financial Services LLC boosted its holdings in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares during the period. WealthBridge Capital Management LLC raised its holdings in O’Reilly Automotive by 1.6% during the 3rd quarter. WealthBridge Capital Management LLC now owns 8,106 shares of the specialty retailer’s stock valued at $692,000 after buying an additional 125 shares during the period. Pointe Capital Management LLC raised its holdings in O’Reilly Automotive by 1.2% during the 2nd quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer’s stock valued at $962,000 after buying an additional 127 shares during the period. BIP Wealth LLC raised its holdings in O’Reilly Automotive by 3.0% during the 3rd quarter. BIP Wealth LLC now owns 4,807 shares of the specialty retailer’s stock valued at $411,000 after buying an additional 142 shares during the period. Finally, Pittenger & Anderson Inc. lifted its position in O’Reilly Automotive by 16.1% in the first quarter. Pittenger & Anderson Inc. now owns 1,045 shares of the specialty retailer’s stock worth $96,000 after buying an additional 145 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Up 0.7%

Shares of ORLY stock opened at $90.44 on Thursday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46. The stock has a fifty day simple moving average of $87.28 and a two-hundred day simple moving average of $90.60. The stock has a market capitalization of $73.16 billion, a price-to-earnings ratio of 28.80, a P/E/G ratio of 2.23 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $5.12 billion for the quarter, compared to analyst estimates of $5.02 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%. The business’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 earnings per share. Research analysts predict that O’Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year.

O’Reilly Automotive News Summary

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

• Positive Sentiment: O’Reilly reported record third-quarter revenue and earnings. Adjusted earnings were $0.97 per share, exceeding estimates of $0.92–$0.93 and rising from $0.85 a year earlier. Revenue reached $5.12 billion, above the $5.02 billion consensus estimate. O’Reilly Automotive Third Quarter 2026 Results
• Positive Sentiment: Pre-earnings optimism helped support the stock, with analysts pointing to resilient demand, potential above-industry growth and the possibility of another increase to full-year comparable-store-sales guidance. O’Reilly had already raised its comparable-store-sales outlook following second-quarter results. O’Reilly Automotive Rallies Ahead of Third-Quarter Results
• Positive Sentiment: The shares recently moved above their 200-day moving average, a technical signal that may attract momentum-oriented investors. Analyst price targets also remain well above the recent trading level, with a reported median target of $112. O’Reilly Automotive Crosses Above 200-Day Moving Average
• Neutral Sentiment: Institutional positioning was mixed: 669 investors increased holdings while 849 reduced them in the latest quarter. Bank of America also initiated coverage, but the available report does not specify its rating.
• Negative Sentiment: Insiders reported six open-market sales and no purchases during the past six months. In addition, Evercore ISI lowered its price target to $110 from $115, modestly tempering the bullish outlook. Evercore ISI Adjusts O’Reilly Automotive Price Target

Insider Buying and Selling

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

Wall Street Analysts Forecast Growth

ORLY has been the topic of a number of analyst reports. TD Cowen cut their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Bank of America initiated coverage on shares of O’Reilly Automotive in a report on Monday. They issued a “buy” rating and a $106.00 target price for the company. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive and gave the company a “neutral” rating in a report on Friday, July 31st. Finally, Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Seventeen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $108.11.

About O’Reilly Automotive

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.