Caisse de depot et placement du Quebec Invests $10.80 Million in O’Reilly Automotive, Inc. $ORLY

Caisse de depot et placement du Quebec purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 117,323 shares of the specialty retailer’s stock, valued at approximately $10,804,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. First National Bank of Mount Dora Trust Investment Services boosted its position in shares of 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 buying an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive in the 4th quarter valued at approximately $3,908,000. Swiss National Bank lifted its stake in O’Reilly Automotive by 6.5% in the 1st 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 in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in O’Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock worth $851,747,000 after acquiring an additional 835,518 shares during the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on ORLY. Weiss Ratings downgraded shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. Mizuho increased their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen lowered their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average price target of $107.24.

O’Reilly Automotive Stock Up 0.8%

NASDAQ:ORLY opened at $88.50 on Friday. The firm has a market capitalization of $71.59 billion, a price-to-earnings ratio of 28.18, a price-to-earnings-growth ratio of 1.92 and a beta of 0.51. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The stock’s 50 day moving average price is $88.99 and its two-hundred day moving average price is $90.84.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the prior 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, analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive 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 transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Company 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.