Erste Asset Management GmbH Acquires 25,360 Shares of O’Reilly Automotive, Inc. $ORLY

Erste Asset Management GmbH grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 23.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 134,833 shares of the specialty retailer’s stock after buying an additional 25,360 shares during the quarter. Erste Asset Management GmbH’s holdings in O’Reilly Automotive were worth $14,500,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Sivia Capital Partners LLC lifted its stake in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares during the period. Ashton Thomas Private Wealth LLC increased its position in O’Reilly Automotive by 3,754.7% during the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 6,206 shares of the specialty retailer’s stock valued at $559,000 after purchasing an additional 6,045 shares during the period. World Investment Advisors raised its holdings in O’Reilly Automotive by 1,781.6% in the 2nd quarter. World Investment Advisors now owns 17,386 shares of the specialty retailer’s stock worth $1,567,000 after purchasing an additional 16,462 shares in the last quarter. Arkadios Wealth Advisors lifted its position in shares of O’Reilly Automotive by 1,735.7% in the 2nd quarter. Arkadios Wealth Advisors now owns 11,914 shares of the specialty retailer’s stock worth $1,074,000 after purchasing an additional 11,265 shares during the period. Finally, Hantz Financial Services Inc. lifted its position in shares of O’Reilly Automotive by 1,295.2% in the 2nd quarter. Hantz Financial Services Inc. now owns 52,445 shares of the specialty retailer’s stock worth $4,727,000 after purchasing an additional 48,686 shares during the period. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $93.88 on Friday. The company has a 50 day simple moving average of $94.43 and a two-hundred day simple moving average of $98.51. O’Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71. The company has a market capitalization of $79.24 billion, a price-to-earnings ratio of 31.68, a P/E/G ratio of 2.04 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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 company had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the prior year, the firm earned $9.50 earnings per share. The business’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. On average, analysts forecast that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Raymond James Financial upgraded shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target on the stock in a research report on Wednesday, November 5th. UBS Group set a $114.00 price objective on shares of O’Reilly Automotive in a report on Friday, February 6th. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. One research 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 company. Based on data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus price target of $110.26.

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.