Bank Pictet & Cie Europe AG Raises Stake in O’Reilly Automotive, Inc. $ORLY

Bank Pictet & Cie Europe AG increased its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 546,039 shares of the specialty retailer’s stock after buying an additional 76,560 shares during the period. O’Reilly Automotive comprises about 1.0% of Bank Pictet & Cie Europe AG’s holdings, making the stock its 27th biggest position. Bank Pictet & Cie Europe AG owned about 0.06% of O’Reilly Automotive worth $49,804,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. Sivia Capital Partners LLC raised its holdings in shares of O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the period. Level Four Advisory Services LLC grew its holdings in O’Reilly Automotive by 1,364.0% during the second quarter. Level Four Advisory Services LLC now owns 3,704 shares of the specialty retailer’s stock valued at $334,000 after purchasing an additional 3,451 shares during the period. VestGen Advisors LLC grew its holdings in O’Reilly Automotive by 185.3% during the second quarter. VestGen Advisors LLC now owns 2,522 shares of the specialty retailer’s stock valued at $227,000 after purchasing an additional 1,638 shares during the period. Panagora Asset Management Inc. increased its position in O’Reilly Automotive by 2,069.6% in the second quarter. Panagora Asset Management Inc. now owns 48,880 shares of the specialty retailer’s stock worth $4,406,000 after buying an additional 46,627 shares during the last quarter. Finally, Portfolio Design Labs LLC increased its position in O’Reilly Automotive by 841.8% in the second quarter. Portfolio Design Labs LLC now owns 4,125 shares of the specialty retailer’s stock worth $372,000 after buying an additional 3,687 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on ORLY. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Finally, Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $92.10 on Thursday. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The business has a fifty day moving average price of $93.89 and a 200-day moving average price of $96.52. The firm has a market capitalization of $77.06 billion, a P/E ratio of 31.08, a PEG ratio of 2.05 and a beta of 0.60.

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

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.