CIBC Bancorp USA Inc. Takes Position in O’Reilly Automotive, Inc. $ORLY

CIBC Bancorp USA Inc. purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 160,079 shares of the specialty retailer’s stock, valued at approximately $17,258,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brant Point Investment Management LLC grew its position in O’Reilly Automotive by 1,244.7% during the 2nd quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after acquiring an additional 138,401 shares during the last quarter. Bank of Nova Scotia raised its position in O’Reilly Automotive by 7,192.8% in 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 during the last quarter. Vestmark Advisory Solutions Inc. raised its position in O’Reilly Automotive by 34.0% in the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after purchasing an additional 13,100 shares during the last quarter. SVB Wealth LLC boosted its stake 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 purchasing an additional 16,575 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings 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 during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Up 0.2%

Shares of NASDAQ ORLY opened at $87.91 on Friday. The firm has a market cap of $73.71 billion, a PE ratio of 29.67, a P/E/G ratio of 1.95 and a beta of 0.63. The company’s fifty day simple moving average is $94.73 and its 200 day simple moving average is $97.52. O’Reilly Automotive, Inc. has a 12-month low of $86.79 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share 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 company had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period last year, the firm posted $9.50 earnings per share. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. JPMorgan Chase & Co. lowered their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. UBS Group set a $114.00 target price on shares of O’Reilly Automotive in a research report on Friday, February 6th. Truist Financial set a $107.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday, February 6th. 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 research report on Friday, February 6th. Finally, Citigroup cut their price target on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock 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.