KBC Group NV Decreases Holdings in O’Reilly Automotive, Inc. $ORLY

KBC Group NV lowered its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 245,791 shares of the specialty retailer’s stock after selling 39,847 shares during the period. KBC Group NV’s holdings in O’Reilly Automotive were worth $22,689,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of ORLY. Norges Bank purchased a new position in O’Reilly Automotive in the 4th quarter valued at about $1,134,311,000. Akre Capital Management LLC lifted its position in shares of O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after acquiring an additional 2,964,945 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in shares of O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after acquiring an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its stake in shares of O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after acquiring an additional 2,176,568 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent research reports. DA Davidson reissued a “buy” rating and issued a $114.00 price objective on shares of O’Reilly Automotive in a research note on Tuesday, July 7th. Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $110.70.

Insider Activity

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. This trade represents a 97.94% 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, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The shares were 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 owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Trading Up 4.1%

O’Reilly Automotive stock opened at $87.97 on Wednesday. The company has a 50-day moving average price of $88.55 and a 200 day moving average price of $91.83. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The stock has a market cap of $72.90 billion, a P/E ratio of 28.75, a PEG ratio of 1.86 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating 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 business posted $9.35 EPS. O’Reilly Automotive’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. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

O’Reilly Automotive Company 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.