Danica Pension Livsforsikringsaktieselskab Takes $11.77 Million Position in O’Reilly Automotive, Inc. $ORLY

Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the second quarter, HoldingsChannel reports. The fund acquired 127,817 shares of the specialty retailer’s stock, valued at approximately $11,771,000.

Several other large investors have also made changes to their positions in ORLY. Caldwell Trust Co raised its holdings in shares of O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services grew its holdings in shares of O’Reilly Automotive by 26.8% during the 1st 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 purchasing an additional 12,316 shares during the period. Jefferies Financial Group Inc. purchased a new stake in shares of O’Reilly Automotive during the 4th quarter worth about $3,908,000. Swiss National Bank increased its position in O’Reilly Automotive by 6.5% during the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in O’Reilly Automotive by 6.6% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction 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 transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president directly 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 6,200 shares of company stock valued at $568,684. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ORLY. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Morgan Stanley decreased their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. DA Davidson set a $106.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Friday, July 31st. Finally, Roth Capital restated a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $107.24.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $90.76 on Wednesday. The business’s 50-day simple moving average is $88.96 and its 200 day simple moving average is $91.20. The company has a market cap of $73.42 billion, a P/E ratio of 28.90, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

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