Banque Pictet & Cie SA Buys 109,379 Shares of O’Reilly Automotive, Inc. $ORLY

Banque Pictet & Cie SA grew its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 21.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 611,021 shares of the specialty retailer’s stock after buying an additional 109,379 shares during the period. Banque Pictet & Cie SA owned approximately 0.07% of O’Reilly Automotive worth $55,731,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in ORLY. Sivia Capital Partners LLC raised its stake 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 valued at $319,000 after acquiring an additional 3,262 shares in the last quarter. Level Four Advisory Services LLC lifted its holdings in O’Reilly Automotive by 1,364.0% in the 2nd quarter. Level Four Advisory Services LLC now owns 3,704 shares of the specialty retailer’s stock worth $334,000 after purchasing an additional 3,451 shares during the last quarter. VestGen Advisors LLC boosted its position 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 worth $227,000 after purchasing an additional 1,638 shares during the period. Panagora Asset Management Inc. grew its holdings in O’Reilly Automotive by 2,069.6% during the second quarter. Panagora Asset Management Inc. now owns 48,880 shares of the specialty retailer’s stock valued at $4,406,000 after purchasing an additional 46,627 shares during the last quarter. Finally, Portfolio Design Labs LLC grew its holdings in O’Reilly Automotive by 841.8% during the second quarter. Portfolio Design Labs LLC now owns 4,125 shares of the specialty retailer’s stock valued at $372,000 after purchasing an additional 3,687 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 0.2%

Shares of NASDAQ ORLY opened at $92.10 on Thursday. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The company has a market cap of $77.06 billion, a P/E ratio of 31.08, a P/E/G ratio of 2.05 and a beta of 0.60. The business’s 50 day moving average is $93.89 and its two-hundred day moving average is $96.52.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data 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). The business had revenue of $4.41 billion during 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 firm’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company 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.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. JPMorgan Chase & Co. dropped 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. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. 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. DA Davidson reissued a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average price target 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.