Handelsbanken Fonder AB Decreases Stake in O'Reilly Automotive, Inc. $ORLY

Key Points

• Handelsbanken Fonder AB cut its O’Reilly Automotive stake by 12.4% in the second quarter, selling 53,760 shares and retaining 381,204 shares valued at approximately $35.1 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly earnings of $0.86 per share, matching estimates, while revenue rose 8.1% year over year to $4.89 billion. The company issued fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $107.94, compared with the stock’s reported price of $92.57.

Handelsbanken Fonder AB reduced its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 12.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 381,204 shares of the specialty retailer's stock after selling 53,760 shares during the period. Handelsbanken Fonder AB's holdings in O'Reilly Automotive were worth $35,105,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ORLY. Sivia Capital Partners LLC grew its stake in O'Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC increased its holdings in shares of O'Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock valued at $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. raised its stake in shares of O'Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock worth $50,502,000 after purchasing an additional 444,371 shares during the last quarter. BNP Paribas raised its stake in shares of O'Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock worth $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of O'Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock worth $44,950,000 after purchasing an additional 464,536 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at O'Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive 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 directly owned 19,675 shares of the company's stock, valued at $1,737,696. The trade was a 5.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the business's stock in a transaction 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 transaction, the senior vice president owned 1,782 shares of the company's stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 88,395 shares of company stock valued at $8,170,043. 0.77% of the stock is owned by company insiders.

O'Reilly Automotive Stock Up 0.4%

Shares of ORLY stock opened at $92.57 on Wednesday. The stock has a market cap of $74.89 billion, a PE ratio of 29.48, a price-to-earnings-growth ratio of 2.02 and a beta of 0.51. The business has a 50-day simple moving average of $88.72 and a 200-day simple moving average of $91.51. O'Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted 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 for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the company earned $0.78 earnings per share. 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 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. DA Davidson set a $106.00 target price on O'Reilly Automotive in a research report on Friday, July 31st. Raymond James Financial reissued an "outperform" rating and set a $110.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. Morgan Stanley decreased their price objective on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research note on Thursday, July 30th. Evercore reaffirmed an "outperform" rating and issued a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday, May 1st. Finally, Robert W. Baird set a $100.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $107.94.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source