Lansforsakringar Fondforvaltning AB publ Has $56.64 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Lansforsakringar Fondforvaltning AB publ lowered its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 525,378 shares of the specialty retailer’s stock after selling 31,002 shares during the quarter. Lansforsakringar Fondforvaltning AB publ owned 0.06% of O’Reilly Automotive worth $56,641,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of ORLY. Vanguard Group Inc. lifted its holdings in O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after purchasing an additional 436,563 shares during the last quarter. State Street Corp grew its stake in shares of O’Reilly Automotive by 1,424.2% in the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares in the last quarter. Geode Capital Management LLC raised its holdings in O’Reilly Automotive by 1,443.1% in the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares in the last quarter. Bank of New York Mellon Corp grew its stake in O’Reilly Automotive by 1,317.8% during the second quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after buying an additional 16,406,181 shares in the last quarter. Finally, Jennison Associates LLC increased its stake in O’Reilly Automotive by 1,820.9% in the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock valued at $1,272,363,000 after acquiring an additional 13,382,074 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Key O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $93.50 on Friday. The firm has a market capitalization of $78.92 billion, a P/E ratio of 31.55, a PEG ratio of 2.09 and a beta of 0.62. O’Reilly Automotive, Inc. has a one year low of $85.55 and a one year high of $108.71. The business has a fifty day moving average price of $94.37 and a 200-day moving average price of $98.84.

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

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Mizuho set a $105.00 price target on O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Robert W. Baird lowered shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price objective on the stock. in a research note on Friday, February 6th. Finally, Citigroup dropped their price objective 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. 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, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $110.26.

Insider Buying and Selling

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the transaction, the senior vice president directly owned 4,792 shares of the company’s stock, valued at $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is currently 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.