Raiffeisen Bank International AG Has $30.82 Million Stake in O’Reilly Automotive, Inc. $ORLY

Raiffeisen Bank International AG raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 336,928 shares of the specialty retailer’s stock after purchasing an additional 5,635 shares during the quarter. Raiffeisen Bank International AG’s holdings in O’Reilly Automotive were worth $30,819,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of ORLY. Andra AP fonden acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $10,407,000. Aviva PLC increased its position in shares of O’Reilly Automotive by 5.5% in the fourth quarter. Aviva PLC now owns 716,251 shares of the specialty retailer’s stock valued at $65,329,000 after acquiring an additional 37,149 shares during the last quarter. Founders Financial Alliance LLC increased its position in shares of O’Reilly Automotive by 7.5% in the fourth quarter. Founders Financial Alliance LLC now owns 9,176 shares of the specialty retailer’s stock valued at $837,000 after acquiring an additional 642 shares during the last quarter. Great Valley Advisor Group Inc. increased its position in shares of O’Reilly Automotive by 17.1% in the fourth quarter. Great Valley Advisor Group Inc. now owns 4,640 shares of the specialty retailer’s stock valued at $423,000 after acquiring an additional 679 shares during the last quarter. Finally, Kovack Advisors Inc. increased its position in shares of O’Reilly Automotive by 246.8% in the fourth quarter. Kovack Advisors Inc. now owns 13,888 shares of the specialty retailer’s stock valued at $1,267,000 after acquiring an additional 9,883 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated 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 directly owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares in the company, valued at $354,680. This trade represents a 39.35% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. DA Davidson raised their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, May 1st. TD Cowen reissued a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup reissued a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Evercore reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $90.10 on Friday. The business has a fifty day moving average price of $91.62 and a two-hundred day moving average price of $93.38. The stock has a market capitalization of $74.67 billion, a PE ratio of 29.44, a PEG ratio of 2.00 and a beta of 0.53. O’Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the prior year, the business earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current 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.