Swiss Life Asset Management Ltd Buys 26,411 Shares of O’Reilly Automotive, Inc. $ORLY

Swiss Life Asset Management Ltd boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 19.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 162,394 shares of the specialty retailer’s stock after purchasing an additional 26,411 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in O’Reilly Automotive were worth $17,508,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ORLY. Groupama Asset Managment acquired a new stake in O’Reilly Automotive in the 3rd quarter valued at $1,322,000. Investment Research Partners LLC acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter worth about $851,000. Trust Investment Advisors acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter worth about $235,000. Prana Capital Management LP bought a new position in O’Reilly Automotive in the 3rd quarter valued at about $522,000. Finally, CIBC Bancorp USA Inc. acquired a new position in O’Reilly Automotive during the 3rd quarter valued at about $17,258,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $87.91 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $86.79 and a 1 year high of $108.71. The company has a market capitalization of $73.71 billion, a PE ratio of 29.67, a price-to-earnings-growth ratio of 1.95 and a beta of 0.63. The business has a fifty day moving average price of $94.73 and a two-hundred day moving average price of $97.52.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The business had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have commented on ORLY. Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday, February 6th. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Finally, Morgan Stanley set a $108.00 price target on shares of O’Reilly Automotive in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $110.26.

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.