Amundi lessened its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 30.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,940,406 shares of the specialty retailer’s stock after selling 2,557,578 shares during the quarter. Amundi owned approximately 0.73% of O’Reilly Automotive worth $547,052,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in ORLY. 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 valued at $319,000 after acquiring an additional 3,262 shares in the last quarter. NewEdge Advisors LLC increased its stake in O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. grew its holdings in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares during the last quarter. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company increased its stake in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after buying an additional 464,536 shares during the period. Institutional investors own 85.00% of the company’s stock.
Insider Activity at O’Reilly Automotive
In other news, SVP Christopher Mancini sold 3,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 6,000 shares of company stock valued at $550,530. Insiders own 0.77% of the company’s stock.
Analyst Ratings Changes
Several equities research analysts have recently commented on ORLY shares. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen reduced their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. Roth Capital reiterated a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Finally, Citigroup reaffirmed a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.
Check Out Our Latest Stock Report on O’Reilly Automotive
O’Reilly Automotive Stock Performance
ORLY opened at $87.89 on Monday. The stock has a market capitalization of $71.10 billion, a price-to-earnings ratio of 27.99, a PEG ratio of 2.18 and a beta of 0.52. The company has a fifty day moving average of $89.02 and a 200 day moving average of $90.57. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.
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.
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