Public Sector Pension Investment Board Increases Stake in O’Reilly Automotive, Inc. $ORLY

Public Sector Pension Investment Board increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 72,550 shares of the specialty retailer’s stock after purchasing an additional 8,335 shares during the period. Public Sector Pension Investment Board’s holdings in O’Reilly Automotive were worth $7,822,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ORLY. Vanguard Group Inc. lifted its stake in shares of O’Reilly Automotive by 1,404.9% during the 2nd quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock worth $7,105,396,000 after acquiring an additional 73,596,571 shares during the last quarter. State Street Corp increased its stake in O’Reilly Automotive by 1,424.2% in the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after purchasing an additional 34,740,553 shares during the period. Geode Capital Management LLC lifted its position in shares of O’Reilly Automotive by 1,443.1% during the second quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock worth $2,130,866,000 after purchasing an additional 22,144,563 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of O’Reilly Automotive by 1,317.8% during the second quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after purchasing an additional 16,406,181 shares during the last quarter. Finally, Jennison Associates LLC lifted its position in shares of O’Reilly Automotive by 1,820.9% during the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after purchasing an additional 13,382,074 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the transaction, the senior vice president owned 4,792 shares in the company, valued at $485,190. The trade was a 42.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the completion of the sale, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms recently commented on ORLY. DA Davidson reaffirmed a “buy” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. Royal Bank Of Canada set a $109.00 target price on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. The Goldman Sachs Group set a $121.00 price objective on O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Down 4.2%

Shares of NASDAQ:ORLY opened at $92.60 on Wednesday. The firm has a 50 day moving average of $94.40 and a 200 day moving average of $98.99. The company has a market capitalization of $78.16 billion, a price-to-earnings ratio of 31.25, a price-to-earnings-growth ratio of 2.16 and a beta of 0.62. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results 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 during the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company’s revenue was up 7.8% compared to the same quarter last year. During the same quarter 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, sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

O’Reilly Automotive Company 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.