O'Reilly Automotive, Inc. $ORLY Stock: Banque Pictet & Cie SA Reduces Stake

Key Points

• Banque Pictet & Cie SA reduced its O’Reilly Automotive stake by 7.4% in the third quarter, selling 47,917 shares and retaining 601,634 shares valued at approximately $51.4 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings per share of $0.86 matched analyst expectations. The stock opened at $89.27, with a market capitalization of roughly $72.2 billion.
• Analyst sentiment remains positive, with 16 Buy ratings and four Holds producing a consensus “Moderate Buy” rating and an average price target of $107.26. Directors have also sold shares recently, with insiders selling 6,000 shares worth approximately $550,530 over 90 days.

Banque Pictet & Cie SA trimmed its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 601,634 shares of the specialty retailer's stock after selling 47,917 shares during the period. Banque Pictet & Cie SA owned approximately 0.07% of O'Reilly Automotive worth $51,386,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Kelleher Financial Advisors purchased a new position in O'Reilly Automotive in the second quarter worth about $28,000. Fiduciary Financial Advisors purchased a new stake in shares of O'Reilly Automotive during the 2nd quarter valued at about $28,000. Whipplewood Advisors LLC increased its position in shares of O'Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock valued at $29,000 after purchasing an additional 295 shares during the last quarter. Bell Investment Advisors Inc purchased a new stake in shares of O'Reilly Automotive during the 2nd quarter valued at about $29,000. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in shares of O'Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock worth $30,000 after purchasing an additional 114 shares during the period. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $89.27 on Friday. The firm has a 50-day simple moving average of $87.43 and a 200-day simple moving average of $89.25. O'Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $102.46. The firm has a market cap of $72.22 billion, a P/E ratio of 28.18, a P/E/G ratio of 2.19 and a beta of 0.54.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the business posted $0.78 EPS. O'Reilly Automotive's revenue was up 8.1% on a year-over-year basis. 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 3.28 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Citigroup restated a "buy" rating and issued a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research report on Monday, August 3rd. UBS Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research report on Friday, July 31st. DA Davidson reissued a "buy" rating and issued a $106.00 target price on shares of O'Reilly Automotive in a report on Wednesday, September 16th. Wells Fargo & Company set a $100.00 target price on shares of O'Reilly Automotive and gave the stock an "overweight" rating in a research note on Friday, July 24th. Finally, Morgan Stanley decreased their target price on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Sixteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and a consensus target price of $107.26.

Insiders Place Their Bets

In other O'Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company's stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of the stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares of the company's stock, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,000 shares of company stock worth $550,530. Company insiders own 0.77% of the company's stock.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O'Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O'Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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