AEGON ASSET MANAGEMENT UK Plc Reduces Stock Holdings in O’Reilly Automotive, Inc. $ORLY

AEGON ASSET MANAGEMENT UK Plc decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 161,870 shares of the specialty retailer’s stock after selling 8,200 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc’s holdings in O’Reilly Automotive were worth $14,763,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vestmark Advisory Solutions Inc. boosted its holdings in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of 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 valued at $8,546,264,000 after buying an additional 436,563 shares in the last quarter. Annex Advisory Services LLC boosted its holdings in shares of O’Reilly Automotive by 5.3% in the 3rd quarter. Annex Advisory Services LLC now owns 594,934 shares of the specialty retailer’s stock valued at $64,140,000 after buying an additional 29,855 shares in the last quarter. Overbrook Management Corp boosted its holdings in shares of O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after buying an additional 19,171 shares in the last quarter. Finally, CWA Asset Management Group LLC boosted its holdings in shares of O’Reilly Automotive by 18.6% in the 3rd quarter. CWA Asset Management Group LLC now owns 115,900 shares of the specialty retailer’s stock valued at $12,495,000 after buying an additional 18,151 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $93.13 on Friday. The company has a 50-day simple moving average of $92.54 and a 200-day simple moving average of $95.12. 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 $77.92 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 2.07 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last released 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). The company had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.O’Reilly Automotive’s revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the business posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 3.23 EPS for the current year.

Analysts Set New Price Targets

Several research analysts have recently issued reports on ORLY shares. DA Davidson restated a “buy” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday. Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Morgan Stanley set a $108.00 price target on shares of O’Reilly Automotive in a research note on Monday, February 9th. Finally, UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a research note on Friday, February 6th. One 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 company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive currently 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.