TD Waterhouse Canada Inc. Lowers Stock Holdings in O’Reilly Automotive, Inc. $ORLY

TD Waterhouse Canada Inc. lowered its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 36.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 152,374 shares of the specialty retailer’s stock after selling 88,354 shares during the period. TD Waterhouse Canada Inc.’s holdings in O’Reilly Automotive were worth $14,124,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. First National Bank of Mount Dora Trust Investment Services grew its holdings in O’Reilly Automotive by 26.8% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after acquiring an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $3,908,000. Swiss National Bank lifted its holdings in O’Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock valued at $228,670,000 after acquiring an additional 152,100 shares during the period. Marble Wealth LLC purchased a new stake in shares of O’Reilly Automotive during the 4th quarter worth $2,559,000. Finally, BNP Paribas Financial Markets boosted its position in shares of O’Reilly Automotive by 77.1% during the 4th quarter. BNP Paribas Financial Markets now owns 2,853,830 shares of the specialty retailer’s stock worth $260,298,000 after purchasing an additional 1,242,846 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of research analyst reports. Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Stock Up 0.6%

NASDAQ:ORLY opened at $87.89 on Friday. The company has a market cap of $71.10 billion, a P/E ratio of 27.99, a P/E/G ratio of 2.17 and a beta of 0.52. The firm’s 50 day moving average is $89.02 and its two-hundred day moving average is $90.61. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal 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.