Capital World Investors Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Capital World Investors purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,425,188 shares of the specialty retailer’s stock, valued at approximately $153,650,000.

Other large investors also recently modified their holdings of the company. Nemes Rush Group LLC grew its position in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 294 shares in the last quarter. True Wealth Design LLC raised its position in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after buying an additional 152 shares in the last quarter. Bell Investment Advisors Inc lifted its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock worth $31,000 after acquiring an additional 322 shares during the period. IAG Wealth Partners LLC bought a new position in shares of O’Reilly Automotive in the third quarter valued at approximately $31,000. Finally, Westfuller Advisors LLC bought a new position in shares of O’Reilly Automotive in the third quarter valued at approximately $32,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Down 0.3%

NASDAQ ORLY opened at $94.39 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71. The company has a market cap of $79.15 billion, a PE ratio of 31.85, a PEG ratio of 2.11 and a beta of 0.63. The stock’s 50-day moving average price is $94.83 and its two-hundred day moving average price is $98.04.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on ORLY shares. Citigroup dropped their target price on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. JPMorgan Chase & Co. dropped their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. UBS Group set a $114.00 price objective on O’Reilly Automotive in a report on Friday, February 6th. Finally, Mizuho set a $105.00 target price on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. One 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. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average target price of $110.26.

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.