AustralianSuper Pty Ltd Takes $4.29 Million Position in O’Reilly Automotive, Inc. $ORLY

AustralianSuper Pty Ltd purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 3rd quarter, Holdings Channel.com reports. The firm purchased 39,804 shares of the specialty retailer’s stock, valued at approximately $4,291,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORLY. Vanguard Group Inc. raised its holdings in shares of O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after buying an additional 436,563 shares in the last quarter. State Street Corp grew its position in O’Reilly Automotive by 1,424.2% in the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares during the period. Geode Capital Management LLC grew its position in O’Reilly Automotive by 1,443.1% in the second quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Norges Bank acquired a new position in O’Reilly Automotive during the second quarter worth $974,515,000. Finally, Invesco Ltd. lifted its holdings in shares of O’Reilly Automotive by 1,459.7% during the second quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after acquiring an additional 8,874,644 shares during the period. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on ORLY. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. DA Davidson reaffirmed a “buy” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Truist Financial set a $107.00 target price on O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Royal Bank Of Canada set a $109.00 price target on O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Price Performance

ORLY opened at $94.27 on Thursday. The stock has a market capitalization of $79.04 billion, a P/E ratio of 31.81, a price-to-earnings-growth ratio of 2.09 and a beta of 0.63. The company’s 50 day simple moving average is $94.56 and its 200-day simple moving average is $98.33. O’Reilly Automotive, Inc. has a one year low of $85.55 and a one year high of $108.71.

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

O’Reilly Automotive Company 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.