O’Reilly Automotive, Inc. $ORLY Shares Sold by Fideuram Intesa Sanpaolo Private Banking S.P.A.

Fideuram Intesa Sanpaolo Private Banking S.P.A. decreased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 40.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,303 shares of the specialty retailer’s stock after selling 9,880 shares during the quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in O’Reilly Automotive were worth $1,320,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in ORLY. Peregrine Asset Advisers Inc. increased its position in O’Reilly Automotive by 26.0% during the first quarter. Peregrine Asset Advisers Inc. now owns 57,583 shares of the specialty retailer’s stock worth $5,315,000 after buying an additional 11,875 shares during the period. Keybank National Association OH boosted its holdings in shares of O’Reilly Automotive by 1,009.4% in the first quarter. Keybank National Association OH now owns 359,025 shares of the specialty retailer’s stock valued at $33,142,000 after acquiring an additional 326,664 shares during the period. Fulton Bank N.A. boosted its holdings in shares of O’Reilly Automotive by 4.3% in the first quarter. Fulton Bank N.A. now owns 30,896 shares of the specialty retailer’s stock valued at $2,852,000 after acquiring an additional 1,271 shares during the period. USS Investment Management Ltd boosted its holdings in shares of O’Reilly Automotive by 2.5% in the first quarter. USS Investment Management Ltd now owns 161,233 shares of the specialty retailer’s stock valued at $14,883,000 after acquiring an additional 3,905 shares during the period. Finally, IFM Investors Pty Ltd grew its position in shares of O’Reilly Automotive by 1.6% during the first quarter. IFM Investors Pty Ltd now owns 168,109 shares of the specialty retailer’s stock worth $15,518,000 after acquiring an additional 2,619 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% 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 have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have issued reports on ORLY shares. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup reaffirmed a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen reiterated a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Mizuho raised their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. 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. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $90.25 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $84.76 and a 1 year high of $108.71. The stock has a fifty day moving average price of $90.42 and a two-hundred day moving average price of $92.38. The stock has a market capitalization of $74.79 billion, a price-to-earnings ratio of 29.49, a PEG ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate 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 company had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the firm earned $9.35 EPS. The business’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

O’Reilly Automotive 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.