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O'Reilly Automotive, Inc. $ORLY Shares Bought by Legal & General Group Plc

O'Reilly Automotive logo with Retail/Wholesale background
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Key Points

  • Legal & General Group Plc increased its stake in O'Reilly by 5.0% in Q3 to 5,675,675 shares (about 0.67% ownership), worth roughly $611,895,000.
  • Analyst sentiment is a Moderate Buy with an average target of $110.26 (18 Buys, 1 Strong Buy, 2 Holds), and recent price targets ranging roughly $107–$114.
  • O'Reilly slightly missed quarterly EPS ($0.71 vs. $0.72 est.) while beating revenue ($4.41B vs. $4.39B) and set FY2026 guidance of 3.100–3.200 EPS; the stock trades with a market cap of about $79.4B and a P/E of ~31.96.
  • MarketBeat previews the top five stocks to own by May 1st.

Legal & General Group Plc lifted its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 5.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,675,675 shares of the specialty retailer's stock after buying an additional 270,212 shares during the period. Legal & General Group Plc owned about 0.67% of O'Reilly Automotive worth $611,895,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of ORLY. Coastline Trust Co grew its holdings in O'Reilly Automotive by 4.0% during the third quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer's stock worth $283,000 after acquiring an additional 102 shares during the period. Commons Capital LLC raised its position in O'Reilly Automotive by 1.1% in the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer's stock worth $1,066,000 after acquiring an additional 104 shares in the last quarter. IAM Advisory LLC lifted its holdings in O'Reilly Automotive by 1.6% in the third quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer's stock valued at $788,000 after acquiring an additional 114 shares during the period. Berkshire Asset Management LLC PA lifted its holdings in O'Reilly Automotive by 1.7% in the third quarter. Berkshire Asset Management LLC PA now owns 7,260 shares of the specialty retailer's stock valued at $783,000 after acquiring an additional 120 shares during the period. Finally, Lake Street Private Wealth LLC boosted its position in shares of O'Reilly Automotive by 2.2% during the 3rd quarter. Lake Street Private Wealth LLC now owns 5,460 shares of the specialty retailer's stock worth $589,000 after purchasing an additional 120 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have recently weighed in on ORLY. Royal Bank Of Canada set a $109.00 price target on shares of O'Reilly Automotive and gave the stock an "outperform" rating in a research note 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. Wolfe Research raised shares of O'Reilly Automotive from a "hold" rating to a "strong-buy" rating in a report on Monday, December 22nd. Roth Mkm restated a "buy" rating on shares of O'Reilly Automotive in a research report on Wednesday, February 4th. Finally, UBS Group set a $114.00 target price on shares of O'Reilly Automotive in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $110.26.

Read Our Latest Analysis on O'Reilly Automotive

O'Reilly Automotive Stock Performance

O'Reilly Automotive stock opened at $94.71 on Wednesday. O'Reilly Automotive, Inc. has a fifty-two week low of $85.55 and a fifty-two week high of $108.71. The firm has a market capitalization of $79.41 billion, a price-to-earnings ratio of 31.96, a price-to-earnings-growth ratio of 2.11 and a beta of 0.63. The stock's fifty day moving average is $94.77 and its two-hundred day moving average is $98.07.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). O'Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same period last year, the firm earned $9.50 EPS. The company's quarterly revenue was up 7.8% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, sell-side analysts forecast that O'Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

O'Reilly Automotive Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for O'Reilly Automotive (NASDAQ:ORLY)

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.

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