O’Reilly Automotive, Inc. $ORLY Shares Acquired by DNB Asset Management AS

DNB Asset Management AS grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 12.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 184,783 shares of the specialty retailer’s stock after buying an additional 21,002 shares during the period. DNB Asset Management AS’s holdings in O’Reilly Automotive were worth $16,854,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Vestmark Advisory Solutions Inc. lifted its position in O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after acquiring an additional 13,100 shares during the period. Vanguard Group Inc. lifted its position in O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the period. Overbrook Management Corp lifted its position in O’Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after acquiring an additional 19,171 shares during the period. Caldwell Trust Co lifted its position in O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the period. Finally, Atlantic Union Bankshares Corp lifted its position in O’Reilly Automotive by 336.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after acquiring an additional 33,103 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive News Roundup

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Analysts Set New Price Targets

A number of brokerages have commented on ORLY. Raymond James Financial 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. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Roth Mkm reaffirmed a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a research report on Monday, May 4th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $88.49 on Friday. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The company has a market cap of $73.33 billion, a price-to-earnings ratio of 28.92, a PEG ratio of 1.95 and a beta of 0.58. The business’s 50 day moving average price is $92.22 and its 200 day moving average price is $94.36.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the firm earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts predict that O’Reilly Automotive, Inc. will post 3.25 EPS for the current fiscal year.

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.