Black Swift Group LLC Acquires New Position in O’Reilly Automotive, Inc. $ORLY

Black Swift Group LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 7,000 shares of the specialty retailer’s stock, valued at approximately $755,000.

A number of other institutional investors have also bought and sold shares of ORLY. Vanguard Group Inc. boosted its stake in O’Reilly Automotive by 0.6% during the third 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 during the last quarter. State Street Corp increased its stake in shares of O’Reilly Automotive by 1,424.2% in the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of O’Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock worth $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Norges Bank purchased a new position in shares of O’Reilly Automotive during the 2nd quarter worth $974,515,000. Finally, Invesco Ltd. boosted its position in shares of O’Reilly Automotive by 1,459.7% during the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after acquiring an additional 8,874,644 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Trading Up 0.2%

Shares of NASDAQ:ORLY opened at $94.52 on Friday. The company has a market capitalization of $79.25 billion, a price-to-earnings ratio of 31.90, a PEG ratio of 2.11 and a beta of 0.63. O’Reilly Automotive, Inc. has a 12-month low of $85.55 and a 12-month high of $108.71. The business has a 50-day moving average price of $94.65 and a 200 day moving average price of $98.22.

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

Wall Street Analyst Weigh In

ORLY has been the subject of a number of analyst reports. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a report on Monday, February 9th. Robert W. Baird cut shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target for the company. in a research note on Friday, February 6th. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. reduced their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

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.