Danske Bank A S Grows Stake in O'Reilly Automotive, Inc. $ORLY

Key Points

• Danske Bank A S raised its stake in O'Reilly by 13.2% in Q4 to 425,824 shares (about $38.8M), and institutional investors now own roughly 85% of the company.
• Earnings beat: O'Reilly reported $0.72 EPS vs. $0.69 expected and $4.56B revenue (+10.2% YoY), and set FY2026 guidance of $3.150–$3.250 EPS with analysts projecting about $3.20 for the year.
• The stock trades near $96.64 with a market cap of ~$80.9B and a P/E of ~31.6, and Wall Street consensus is a "Moderate Buy" with an average target of about $112.16 (most analysts rate it Buy/Outperform).

Danske Bank A S lifted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 13.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 425,824 shares of the specialty retailer's stock after acquiring an additional 49,596 shares during the period. Danske Bank A S owned 0.05% of O'Reilly Automotive worth $38,839,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Sigma Planning Corp raised its holdings in O'Reilly Automotive by 6.1% during the fourth quarter. Sigma Planning Corp now owns 18,896 shares of the specialty retailer's stock worth $1,724,000 after purchasing an additional 1,079 shares in the last quarter. Mogy Joel R Investment Counsel Inc. boosted its holdings in shares of O'Reilly Automotive by 2.2% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 255,746 shares of the specialty retailer's stock valued at $23,327,000 after buying an additional 5,386 shares in the last quarter. New York State Teachers Retirement System boosted its holdings in shares of O'Reilly Automotive by 0.8% in the 4th quarter. New York State Teachers Retirement System now owns 659,493 shares of the specialty retailer's stock valued at $60,152,000 after buying an additional 5,259 shares in the last quarter. Canandaigua National Trust Co of Florida grew its position in shares of O'Reilly Automotive by 73.1% in the 4th quarter. Canandaigua National Trust Co of Florida now owns 3,375 shares of the specialty retailer's stock valued at $308,000 after buying an additional 1,425 shares during the last quarter. Finally, Rachor Investment Advisory Services LLC purchased a new position in shares of O'Reilly Automotive in the 4th quarter valued at $136,000. Hedge funds and other institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Price Performance

ORLY stock opened at $96.64 on Friday. The company has a market cap of $80.86 billion, a price-to-earnings ratio of 31.58, a price-to-earnings-growth ratio of 2.22 and a beta of 0.58. The company has a fifty day moving average price of $92.51 and a 200 day moving average price of $94.96. O'Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the business posted $9.35 earnings per share. O'Reilly Automotive's quarterly revenue was up 10.2% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts anticipate that O'Reilly Automotive, Inc. will post 3.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of research reports. Weiss Ratings reissued a "buy (b-)" rating on shares of O'Reilly Automotive in a research report on Monday. Evercore reaffirmed an "outperform" rating and set a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday. DA Davidson lifted their target price on O'Reilly Automotive from $110.00 to $114.00 and gave the stock a "buy" rating in a research report on Friday. Morgan Stanley reissued an "overweight" rating and issued a $112.00 target price on shares of O'Reilly Automotive in a report on Thursday. Finally, UBS Group upped their target price on O'Reilly Automotive from $114.00 to $120.00 and gave the company a "buy" rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $112.16.

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.

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