J. Safra Sarasin Holding AG Reduces Holdings in O’Reilly Automotive, Inc. $ORLY

J. Safra Sarasin Holding AG trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 75.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 6,681 shares of the specialty retailer’s stock after selling 20,022 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in O’Reilly Automotive were worth $609,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Brant Point Investment Management LLC increased its position in O’Reilly Automotive by 1,244.7% in the second quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer’s stock worth $13,476,000 after buying an additional 138,401 shares in the last quarter. Bank of Nova Scotia raised its stake in shares of O’Reilly Automotive by 7,192.8% in the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer’s stock worth $40,989,000 after buying an additional 448,545 shares during the period. Vestmark Advisory Solutions Inc. lifted its position in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. SVB Wealth LLC lifted its position in shares of O’Reilly Automotive by 1,094.1% during the 2nd quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer’s stock valued at $1,630,000 after buying an additional 16,575 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of 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 acquiring an additional 436,563 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of recent analyst reports. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. Royal Bank Of Canada set a $109.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. DA Davidson reissued a “buy” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Tuesday, February 3rd. Robert W. Baird downgraded 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 report on Friday, February 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive Trading Down 0.7%

Shares of ORLY opened at $91.42 on Friday. The business’s 50 day moving average is $93.74 and its 200 day moving average is $96.48. O’Reilly Automotive, Inc. has a 12-month low of $86.77 and a 12-month high of $108.71. The company has a market capitalization of $76.49 billion, a PE ratio of 30.85, a price-to-earnings-growth ratio of 2.04 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same quarter in the previous year, the company earned $9.50 earnings per share. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share 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.