Nykredit A S Invests $39.19 Million in O’Reilly Automotive, Inc. $ORLY

Nykredit A S bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 425,575 shares of the specialty retailer’s stock, valued at approximately $39,191,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ironvine Capital Partners LLC lifted its stake in O’Reilly Automotive by 8.8% in the 2nd quarter. Ironvine Capital Partners LLC now owns 274,802 shares of the specialty retailer’s stock valued at $25,307,000 after purchasing an additional 22,293 shares during the last quarter. Legacy Financial Advisors Inc. boosted its stake in shares of O’Reilly Automotive by 2.0% during the 2nd quarter. Legacy Financial Advisors Inc. now owns 8,165 shares of the specialty retailer’s stock worth $752,000 after acquiring an additional 162 shares during the period. Pelham Capital Ltd. increased its holdings in shares of O’Reilly Automotive by 25.9% during the 2nd quarter. Pelham Capital Ltd. now owns 163,377 shares of the specialty retailer’s stock worth $15,045,000 after acquiring an additional 33,610 shares during the last quarter. Proficio Capital Partners LLC bought a new stake in O’Reilly Automotive in the 2nd quarter valued at $679,000. Finally, Fundsmith LLP acquired a new stake in O’Reilly Automotive during the 2nd quarter valued at $14,982,000. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

ORLY has been the topic of several research analyst reports. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Citigroup restated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Roth Capital reissued a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares in the company, valued at $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 6,000 shares of company stock valued at $550,530 over the last three months. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $87.38 on Friday. The stock has a market capitalization of $70.69 billion, a P/E ratio of 27.83, a PEG ratio of 2.16 and a beta of 0.52. The stock’s fifty day moving average is $89.05 and its 200 day moving average is $90.63. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for 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 revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share 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.