ABN AMRO Bank N.V. Invests $97.34 Million in O'Reilly Automotive, Inc. $ORLY

ABN AMRO Bank N.V. purchased a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,057,502 shares of the specialty retailer's stock, valued at approximately $97,340,000. O'Reilly Automotive accounts for approximately 1.3% of ABN AMRO Bank N.V.'s holdings, making the stock its 25th biggest holding. ABN AMRO Bank N.V. owned about 0.13% of O'Reilly Automotive at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in ORLY. Tucker Asset Management LLC purchased a new stake in shares of O'Reilly Automotive in the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of O'Reilly Automotive during the 4th quarter worth approximately $27,000. Kelleher Financial Advisors purchased a new position in shares of O'Reilly Automotive during the 2nd quarter worth approximately $28,000. Whipplewood Advisors LLC increased its holdings in O'Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock valued at $29,000 after purchasing an additional 295 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC increased its holdings in O'Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after purchasing an additional 114 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O'Reilly Automotive Trading Down 1.7%

Shares of NASDAQ ORLY opened at $91.05 on Friday. The stock has a market cap of $73.66 billion, a P/E ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51. The business's fifty day simple moving average is $88.91 and its 200-day simple moving average is $91.41. O'Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O'Reilly Automotive's revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts forecast that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

O'Reilly Automotive News Roundup

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O'Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O'Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O'Reilly’s earnings outlook. O'Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O'Reilly Automotive analyst estimate revisions

Wall Street Analyst Weigh In

Several research analysts have recently commented on ORLY shares. DA Davidson set a $106.00 price target on O'Reilly Automotive in a research report on Friday, July 31st. TD Cowen cut their price objective on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a report on Friday, July 31st. Roth Capital reissued a "buy" rating and set a $111.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley decreased their target price on O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Finally, Robert W. Baird set a $100.00 target price on O'Reilly Automotive in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and a consensus price target of $107.24.

Insider Activity

In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business's stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 93,395 shares of company stock valued at $8,632,743. 0.77% of the stock is owned by corporate insiders.

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.

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