Meiji Yasuda Asset Management Co Ltd. Acquires 13,612 Shares of O’Reilly Automotive, Inc. $ORLY

Meiji Yasuda Asset Management Co Ltd. lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 92.8% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 28,285 shares of the specialty retailer’s stock after acquiring an additional 13,612 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in O’Reilly Automotive were worth $3,049,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. True Wealth Design LLC lifted its stake in O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the period. IAG Wealth Partners LLC bought a new stake in shares of O’Reilly Automotive in the third quarter worth approximately $31,000. Westfuller Advisors LLC bought a new stake in shares of O’Reilly Automotive in the third quarter worth approximately $32,000. Nemes Rush Group LLC raised its holdings in shares of O’Reilly Automotive by 1,400.0% during the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 294 shares during the last quarter. Finally, United Community Bank raised its holdings in shares of O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on ORLY. JPMorgan Chase & Co. dropped their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. DA Davidson reissued a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. Citigroup dropped their price target on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. Finally, Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. One 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $94.52 on Monday. The company has a market capitalization of $79.25 billion, a PE ratio of 31.90, a price-to-earnings-growth ratio of 2.11 and a beta of 0.63. The business’s fifty day moving average is $94.65 and its 200 day moving average is $98.18. O’Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71.

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