Czech National Bank Boosts Stake in O’Reilly Automotive, Inc. $ORLY

Czech National Bank lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 222,578 shares of the specialty retailer’s stock after buying an additional 7,077 shares during the period. Czech National Bank’s holdings in O’Reilly Automotive were worth $20,301,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the last quarter. State Street Corp grew its stake in O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after purchasing an additional 34,740,553 shares during the last quarter. Norges Bank purchased a new stake in O’Reilly Automotive during the 2nd quarter valued at about $974,515,000. Invesco Ltd. increased its holdings in shares of O’Reilly Automotive by 1,459.7% in the second quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after purchasing an additional 8,874,644 shares during the period. Finally, Akre Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Trading Up 1.2%

O’Reilly Automotive stock opened at $92.27 on Friday. The firm has a market cap of $77.37 billion, a PE ratio of 31.14, a P/E/G ratio of 2.02 and a beta of 0.63. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The stock’s 50 day simple moving average is $94.23 and its two-hundred day simple moving average is $97.01.

O’Reilly Automotive (NASDAQ:ORLY) last posted its 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 firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same period last year, the firm earned $9.50 earnings per share. O’Reilly Automotive’s revenue for the quarter 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, equities research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Wall Street Analyst Weigh In

ORLY has been the subject of several research analyst reports. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of 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. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive 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.