UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increases Stock Position in O’Reilly Automotive, Inc. $ORLY

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 9,329,667 shares of the specialty retailer’s stock after buying an additional 141,915 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in O’Reilly Automotive were worth $859,169,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. BlackRock Inc. purchased a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at about $5,950,042,000. State Street Corp grew its stake in O’Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after buying an additional 140,387 shares during the last quarter. Geode Capital Management LLC increased its position in O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Wellington Management Group LLP lifted its stake in 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 buying an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $1,134,311,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $88.50 on Friday. The business has a 50 day simple moving average of $88.99 and a 200-day simple moving average of $90.84. 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 capitalization of $71.59 billion, a PE ratio of 28.18, a price-to-earnings-growth ratio of 1.93 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. O’Reilly Automotive’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period last year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analyst Ratings Changes

ORLY has been the topic of a number of research reports. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 24th. Mizuho upped their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Roth Capital reiterated a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley dropped their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares in the company, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by 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.