Banco Bilbao Vizcaya Argentaria S.A. Sells 25,786 Shares of O’Reilly Automotive, Inc. $ORLY

Banco Bilbao Vizcaya Argentaria S.A. trimmed its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 154,352 shares of the specialty retailer’s stock after selling 25,786 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in O’Reilly Automotive were worth $16,639,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in ORLY. Vanguard Group Inc. grew its position in shares of 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 purchasing an additional 436,563 shares in the last quarter. State Street Corp lifted its holdings in 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 purchasing an additional 34,740,553 shares in the last quarter. Norges Bank bought a new position in O’Reilly Automotive in the 2nd quarter worth approximately $974,515,000. Invesco Ltd. boosted its stake in O’Reilly Automotive by 1,459.7% in the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock worth $854,668,000 after purchasing an additional 8,874,644 shares during the period. Finally, Akre Capital Management LLC grew its holdings in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Robert W. Baird cut shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective on the stock. in a research report on Friday, February 6th. Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. Royal Bank Of Canada set a $109.00 price target on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Finally, Citigroup cut their price objective on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Down 1.5%

Shares of NASDAQ:ORLY opened at $91.54 on Monday. The firm has a fifty day simple moving average of $94.89 and a two-hundred day simple moving average of $97.85. O’Reilly Automotive, Inc. has a 52 week low of $85.83 and a 52 week high of $108.71. The stock has a market capitalization of $76.76 billion, a P/E ratio of 30.89, a PEG ratio of 2.04 and a beta of 0.63.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate 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 business had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter in the prior year, the company posted $9.50 earnings per share. The firm’s quarterly revenue 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. On average, analysts expect that O’Reilly Automotive, Inc. will post 43.94 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.