Lombard Odier Asset Management Switzerland SA Increases Position in O’Reilly Automotive, Inc. $ORLY

Lombard Odier Asset Management Switzerland SA increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 40.0% during the first quarter, Holdings Channel reports. The fund owned 190,500 shares of the specialty retailer’s stock after acquiring an additional 54,435 shares during the quarter. O’Reilly Automotive makes up approximately 0.7% of Lombard Odier Asset Management Switzerland SA’s investment portfolio, making the stock its 23rd biggest position. Lombard Odier Asset Management Switzerland SA’s holdings in O’Reilly Automotive were worth $17,585,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Sivia Capital Partners LLC boosted its holdings in shares of O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC increased its stake in O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after purchasing an additional 65,067 shares during the last quarter. Sei Investments Co. lifted its position in O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas lifted its position in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its stake in O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after buying an additional 464,536 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were 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 of the company’s stock, valued at $165,013.20. This trade represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research note on Friday. DA Davidson set a $114.00 target price on shares of O’Reilly Automotive and gave the company a “buy” rating in a report on Wednesday. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $110.22.

O’Reilly Automotive Stock Up 1.5%

ORLY opened at $87.40 on Friday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The company has a 50 day moving average of $88.39 and a two-hundred day moving average of $91.73. The company has a market cap of $72.43 billion, a P/E ratio of 28.56, a P/E/G ratio of 1.93 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the previous year, the business posted $9.35 EPS. The business’s quarterly revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 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.