Lombard Odier Asset Management Europe Ltd Acquires Shares of 225,321 O’Reilly Automotive, Inc. $ORLY

Lombard Odier Asset Management Europe Ltd purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 225,321 shares of the specialty retailer’s stock, valued at approximately $20,750,000.

A number of other hedge funds have also recently added to or reduced their stakes in ORLY. BlackRock Inc. acquired a new position in shares of O’Reilly Automotive during the second quarter worth approximately $5,950,042,000. State Street Corp increased its holdings in shares of O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC raised its position in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares during the last quarter. Wellington Management Group LLP raised its position in O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new position in O’Reilly Automotive during the 4th quarter worth $1,134,311,000. Institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $88.50 on Friday. The firm has a market capitalization of $71.59 billion, a price-to-earnings ratio of 28.18, a PEG ratio of 1.92 and a beta of 0.51. The company’s 50 day simple moving average is $88.99 and its 200 day simple moving average is $90.84. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analysts Set New Price Targets

ORLY has been the topic of several recent research reports. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 24th. Raymond James Financial restated an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Citigroup reiterated a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.24.

About O’Reilly Automotive

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.