Lombard Odier Asset Management Europe Ltd Purchases New Holdings in O'Reilly Automotive, Inc. $ORLY

Key Points

• Lombard Odier Asset Management Europe purchased 225,321 O’Reilly Automotive shares in the second quarter, worth approximately $20.75 million. Institutional investors and hedge funds collectively own 85% of the company.
• 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.
• Wall Street maintains a favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $107.24, versus the stock’s reported price of $88.50.

Lombard Odier Asset Management Europe Ltd purchased a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 225,321 shares of the specialty retailer's stock, valued at approximately $20,750,000.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of O'Reilly Automotive in the 2nd quarter valued at about $5,950,042,000. Norges Bank acquired a new position in O'Reilly Automotive in the fourth quarter worth about $1,134,311,000. Bank of New York Mellon Corp bought a new stake in O'Reilly Automotive in the second quarter valued at about $1,023,936,000. Akre Capital Management LLC raised its stake in O'Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer's stock valued at $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Finally, Bank of America Corp DE bought a new position in O'Reilly Automotive during the 2nd quarter worth approximately $721,747,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O'Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $88.50 on Friday. O'Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The firm has a market cap of $71.59 billion, a P/E ratio of 28.18, a PEG ratio of 1.92 and a beta of 0.51. The stock has a fifty day moving average price of $88.99 and a two-hundred day moving average price of $90.84.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.86. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the previous year, the firm earned $0.78 earnings per share. O'Reilly Automotive's revenue for the quarter 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. On average, research analysts predict 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 brokerages have weighed in on ORLY. Wells Fargo & Company set a $100.00 target price on shares of O'Reilly Automotive in a report on Friday, July 24th. Morgan Stanley decreased their price target on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Roth Capital reaffirmed a "buy" rating and set a $111.00 price objective on shares of O'Reilly Automotive in a research report on Friday, July 31st. Raymond James Financial reiterated an "outperform" rating and set a $110.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, Citigroup reissued a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a report 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 assigned a Hold rating to the stock. According to MarketBeat, O'Reilly Automotive presently has an average rating of "Moderate Buy" and a consensus price target of $107.24.

Insider Activity at O'Reilly Automotive

In other news, Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company's stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the company's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president owned 189 shares of the company's stock, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.77% of the company's stock.

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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