Fiera Capital Corp Buys 334,451 Shares of O’Reilly Automotive, Inc. $ORLY

Fiera Capital Corp increased its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 7,045.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 339,198 shares of the specialty retailer’s stock after acquiring an additional 334,451 shares during the quarter. Fiera Capital Corp’s holdings in O’Reilly Automotive were worth $30,938,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Eagle Bay Advisors LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $26,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive during the third quarter worth $31,000. Ares Financial Consulting LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $34,000. Finally, BNP Paribas raised its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $89.02 on Tuesday. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71. The company has a 50-day simple moving average of $91.71 and a 200 day simple moving average of $93.58. The company has a market capitalization of $73.77 billion, a PE ratio of 29.09, a price-to-earnings-growth ratio of 1.99 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the company posted $9.35 earnings per share. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Mizuho upped their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Raymond James Financial restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Activity

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

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.