MUFG Securities EMEA plc Buys 18,364 Shares of O’Reilly Automotive, Inc. $ORLY

MUFG Securities EMEA plc increased its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 15.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 139,605 shares of the specialty retailer’s stock after buying an additional 18,364 shares during the quarter. MUFG Securities EMEA plc’s holdings in O’Reilly Automotive were worth $12,733,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of ORLY. Norges Bank bought a new position in shares of O’Reilly Automotive during the 4th quarter worth approximately $1,134,311,000. Akre Capital Management LLC lifted its position in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd bought a new position in shares of O’Reilly Automotive during the 3rd quarter worth approximately $435,620,000. Ameriprise Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,277.3% during the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after buying an additional 2,176,568 shares during the period. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on ORLY shares. Mizuho raised their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. DA Davidson lifted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. UBS Group lifted their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Evercore reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $112.25.

Insider Transactions at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 104,530 shares of company stock valued at $9,709,404 over the last quarter. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $86.88 on Monday. The stock has a fifty day moving average price of $91.86 and a two-hundred day moving average price of $94.03. O’Reilly Automotive, Inc. has a 52-week low of $86.42 and a 52-week high of $108.71. The company has a market cap of $72.00 billion, a price-to-earnings ratio of 28.39, a PEG ratio of 1.92 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the company posted $9.35 EPS. The business’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. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal 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.