Andra AP fonden Trims Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Andra AP fonden cut its O’Reilly Automotive stake by 74.7% in the second quarter, selling 129,100 shares and retaining 43,642 shares valued at approximately $4.02 million.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings of $0.86 per share matched analyst expectations. The company issued fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $107.24, despite several recent target-price reductions and insider sales totaling 6,000 shares over the past three months.

Andra AP fonden reduced its position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 74.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,642 shares of the specialty retailer's stock after selling 129,100 shares during the period. Andra AP fonden's holdings in O'Reilly Automotive were worth $4,019,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Mainstream Capital Management LLC increased its position in O'Reilly Automotive by 0.9% during the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer's stock worth $1,166,000 after buying an additional 109 shares during the period. Dynasty Wealth Management LLC boosted its position in shares of O'Reilly Automotive by 2.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer's stock valued at $390,000 after acquiring an additional 113 shares during the period. Kohmann Bosshard Financial Services LLC grew its stake in shares of O'Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after acquiring an additional 114 shares in the last quarter. Pointe Capital Management LLC grew its stake in shares of O'Reilly Automotive by 1.2% in the second quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer's stock valued at $962,000 after acquiring an additional 127 shares in the last quarter. Finally, Louisbourg Investments Inc. grew its stake in shares of O'Reilly Automotive by 49.2% in the first quarter. Louisbourg Investments Inc. now owns 391 shares of the specialty retailer's stock valued at $36,000 after acquiring an additional 129 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.

Insider Activity at O'Reilly Automotive

In other O'Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the company's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of the firm's stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 6,000 shares of company stock valued at $550,530 over the last three months. 0.77% of the stock is owned by insiders.

O'Reilly Automotive Stock Up 0.1%

ORLY opened at $85.90 on Thursday. The stock has a market capitalization of $69.49 billion, a price-to-earnings ratio of 27.36, a P/E/G ratio of 2.13 and a beta of 0.52. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company has a 50-day simple moving average of $88.48 and a 200 day simple moving average of $89.83.

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, meeting the consensus estimate of $0.86. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period last year, the firm earned $0.78 EPS. The business'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. Sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have weighed in on ORLY shares. Weiss Ratings cut shares of O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, August 27th. DA Davidson restated a "buy" rating and set a $106.00 target price on shares of O'Reilly Automotive in a research report on Wednesday, September 16th. Morgan Stanley lowered their target price on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. TD Cowen dropped their price target on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research report on Friday, July 31st. Finally, Citigroup reiterated a "buy" rating and issued a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $107.24.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O'Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

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