O’Reilly Automotive, Inc. $ORLY Stock: Bank Pictet & Cie Europe AG Decreases Stake

Bank Pictet & Cie Europe AG cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 534,033 shares of the specialty retailer’s stock after selling 35,036 shares during the quarter. O’Reilly Automotive makes up about 0.9% of Bank Pictet & Cie Europe AG’s investment portfolio, making the stock its 28th largest position. Bank Pictet & Cie Europe AG owned approximately 0.07% of O’Reilly Automotive worth $45,612,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ORLY. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at about $28,000. Fiduciary Financial Advisors bought a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $28,000. Whipplewood Advisors LLC boosted its stake in shares of O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares in the last quarter. Bell Investment Advisors Inc bought a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $29,000. Finally, Kohmann Bosshard Financial Services LLC increased its holdings in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ORLY has been the topic of a number of analyst reports. Morgan Stanley cut their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. DA Davidson restated a “buy” rating and set a $106.00 price objective on shares of O’Reilly Automotive in a research note on Wednesday, September 16th. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $111.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Tuesday. Sixteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $107.32.

O’Reilly Automotive Trading Up 0.8%

Shares of ORLY traded up $0.73 during midday trading on Tuesday, hitting $89.80. 1,216,878 shares of the company’s stock traded hands, compared to its average volume of 6,414,855. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $102.46. The firm’s fifty day moving average is $87.37 and its 200-day moving average is $89.21. The stock has a market capitalization of $72.64 billion, a price-to-earnings ratio of 28.63, a price-to-earnings-growth ratio of 2.21 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the previous year, the business earned $0.78 EPS. The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.28 EPS for the current year.

Insiders Place Their Bets

In other news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.