Mn Services Vermogensbeheer B.V. Boosts Stock Position in O’Reilly Automotive, Inc. $ORLY

Mn Services Vermogensbeheer B.V. boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 331,022 shares of the specialty retailer’s stock after buying an additional 6,522 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in O’Reilly Automotive were worth $30,193,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Brant Point Investment Management LLC increased its holdings in shares of O’Reilly Automotive by 1,244.7% in the 2nd quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after purchasing an additional 138,401 shares in the last quarter. Bank of Nova Scotia lifted its holdings in shares of O’Reilly Automotive by 7,192.8% during the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock valued at $40,989,000 after purchasing an additional 448,545 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its position in shares of O’Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares during the last quarter. SVB Wealth LLC boosted its position in shares of O’Reilly Automotive by 1,094.1% during the second quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after buying an additional 16,575 shares during the last quarter. Finally, Vanguard Group Inc. increased its holdings in 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. 85.00% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have weighed in on ORLY shares. Morgan Stanley set a $108.00 target price on O’Reilly Automotive in a research report on Monday, February 9th. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a report on Friday, February 6th. Evercore reissued 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 report on Monday, December 22nd. Finally, Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $92.11 on Tuesday. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The stock has a fifty day moving average of $94.08 and a 200 day moving average of $96.66. The stock has a market cap of $77.23 billion, a PE ratio of 31.08, a price-to-earnings-growth ratio of 2.00 and a beta of 0.63.

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