Skandinaviska Enskilda Banken AB publ Has $16.05 Million Stake in O’Reilly Automotive, Inc. $ORLY

Skandinaviska Enskilda Banken AB publ trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 176,013 shares of the specialty retailer’s stock after selling 7,013 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in O’Reilly Automotive were worth $16,053,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ORLY. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $26,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the third quarter worth $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive during the third quarter worth $32,000. Finally, United Community Bank increased its holdings in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after buying an additional 135 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on ORLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Mkm reissued a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. One investment 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $92.34 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The firm has a market cap of $76.52 billion, a price-to-earnings ratio of 30.18, a P/E/G ratio of 2.03 and a beta of 0.58. The firm’s 50-day simple moving average is $92.02 and its 200 day simple moving average is $94.26.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the firm earned $9.35 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling

In related news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares in the company, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 19,930 shares of company stock valued at $1,875,444. 0.77% of the stock is owned by company insiders.

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.