Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes $2.21 Million Position in O’Reilly Automotive, Inc. $ORLY

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 24,183 shares of the specialty retailer’s stock, valued at approximately $2,206,000.

Several other large investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after acquiring an additional 458,613 shares during the period. Akre Capital Management LLC boosted its holdings in shares of O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in shares of O’Reilly Automotive by 1.1% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock valued at $730,018,000 after acquiring an additional 89,179 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in shares of O’Reilly Automotive by 21.7% in the third quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock valued at $780,694,000 after acquiring an additional 1,290,579 shares during the period. Finally, Legal & General Group Plc boosted its holdings in shares of O’Reilly Automotive by 5.0% in the third quarter. Legal & General Group Plc now owns 5,675,675 shares of the specialty retailer’s stock valued at $611,895,000 after acquiring an additional 270,212 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several research analyst reports. Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a report on Friday, May 1st. Citigroup reissued a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Mizuho increased their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. UBS Group increased their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, TD Cowen reaffirmed a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $92.22 on Thursday. The stock has a fifty day moving average price of $92.07 and a 200 day moving average price of $94.27. The company has a market cap of $76.42 billion, a PE ratio of 30.14, a P/E/G ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during 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%.O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Analysts anticipate that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the 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 completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 19,930 shares of company stock worth $1,875,444. 0.77% of the stock is owned by corporate insiders.

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.