Banque Transatlantique SA Buys 298,128 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Banque Transatlantique SA boosted its stake in O'Reilly by 279.1%, acquiring 298,128 shares to hold 404,943 shares worth $43,565,000, making ORLY its 20th-largest position (1.1% of holdings).
• Analysts give ORLY an overall “Moderate Buy” consensus with an average price target of $110.26, though several firms (JPMorgan, Citigroup) recently trimmed targets into the $108–$110 range while maintaining buy/overweight ratings.
• O'Reilly's latest quarter slightly missed EPS ($0.71 vs. $0.72) but beat revenue expectations ($4.41B) and set FY2026 guidance of 3.10–3.20 EPS.

Banque Transatlantique SA raised its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 279.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 404,943 shares of the specialty retailer's stock after acquiring an additional 298,128 shares during the quarter. O'Reilly Automotive comprises 1.1% of Banque Transatlantique SA's holdings, making the stock its 20th largest position. Banque Transatlantique SA's holdings in O'Reilly Automotive were worth $43,565,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. True Wealth Design LLC lifted its holdings in shares of O'Reilly Automotive by 127.7% during the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock worth $29,000 after buying an additional 152 shares in the last quarter. IAG Wealth Partners LLC acquired a new position in shares of O'Reilly Automotive in the third quarter valued at about $31,000. Westfuller Advisors LLC bought a new position in O'Reilly Automotive during the third quarter worth about $32,000. Nemes Rush Group LLC raised its stake in O'Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer's stock worth $28,000 after purchasing an additional 294 shares in the last quarter. Finally, United Community Bank raised its stake in O'Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer's stock worth $34,000 after purchasing an additional 135 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company's stock.

Analyst Ratings Changes

ORLY has been the topic of a number of analyst reports. JPMorgan Chase & Co. reduced their price target on O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Truist Financial set a $107.00 price objective on shares of O'Reilly Automotive and gave the company a "buy" rating in a research note on Friday, February 6th. Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, January 30th. Roth Mkm reiterated a "buy" rating on shares of O'Reilly Automotive in a research note on Wednesday, February 4th. Finally, Citigroup decreased their target price on O'Reilly Automotive from $114.00 to $110.00 and set a "buy" rating on the stock in a research report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, O'Reilly Automotive has an average rating of "Moderate Buy" and an average price target of $110.26.

O'Reilly Automotive Stock Down 1.5%

NASDAQ ORLY opened at $91.54 on Friday. The company has a market cap of $76.76 billion, a price-to-earnings ratio of 30.89, a P/E/G ratio of 2.07 and a beta of 0.63. O'Reilly Automotive, Inc. has a 52 week low of $85.83 and a 52 week high of $108.71. The business has a 50 day moving average price of $94.89 and a 200-day moving average price of $97.93.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts' consensus estimates of $0.72 by ($0.01). The company had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. O'Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business's revenue for the quarter was up 7.8% on a year-over-year basis. During the same period in the prior year, the firm posted $9.50 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts anticipate that O'Reilly Automotive, Inc. will post 43.94 earnings per share for the current year.

About O'Reilly Automotive

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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