Danica Pension Livsforsikringsaktieselskab Takes Position in O’Reilly Automotive, Inc. $ORLY

Danica Pension Livsforsikringsaktieselskab bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 120,651 shares of the specialty retailer’s stock, valued at approximately $11,137,000.

Other hedge funds have also recently bought and sold shares of the company. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive during the fourth quarter worth approximately $25,000. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter valued at $27,000. Whipplewood Advisors LLC lifted its holdings in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its holdings in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analysts Set New Price Targets

ORLY has been the subject of several recent research reports. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. DA Davidson reiterated a “buy” rating and set a $114.00 target price on shares of O’Reilly Automotive in a report on Tuesday, July 7th. Finally, Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a research report on Friday, May 1st. 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 company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $110.70.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $87.97 on Wednesday. The firm has a 50-day moving average of $88.55 and a two-hundred day moving average of $91.83. The stock has a market cap of $72.90 billion, a P/E ratio of 28.75, a PEG ratio of 1.86 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its 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 company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the firm earned $9.35 earnings per share. The company’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Activity

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’s 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 sale, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% 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 Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 over the last quarter. Corporate insiders own 0.77% of the company’s stock.

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.