PFA Pension Forsikringsaktieselskab Makes New Investment in O'Reilly Automotive, Inc. $ORLY

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in O'Reilly (NASDAQ:ORLY), buying 622,889 shares valued at about $56.98 million, equal to roughly 0.07% of the company.
• Multiple large institutions—including Akre, Alphinity, Rakuten, Ameriprise and Raymond James—have significantly added to ORLY, leaving about 85% of the stock held by institutional investors and hedge funds.
• O'Reilly reported quarterly EPS of $0.72 (beating estimates), set FY26 guidance of $3.15–$3.25, and trades near $96.64 while analysts have a consensus rating of "Moderate Buy" with a price target of $112.16.

PFA Pension Forsikringsaktieselskab bought a new position in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 622,889 shares of the specialty retailer's stock, valued at approximately $56,976,000. PFA Pension Forsikringsaktieselskab owned 0.07% of O'Reilly Automotive as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of ORLY. Akre Capital Management LLC raised its holdings in O'Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer's stock worth $848,188,000 after buying an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd acquired a new stake in O'Reilly Automotive during the 3rd quarter worth approximately $435,620,000. Rakuten Investment Management Inc. acquired a new stake in O'Reilly Automotive during the 3rd quarter worth approximately $365,417,000. Ameriprise Financial Inc. raised its holdings in O'Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer's stock worth $272,871,000 after buying an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. raised its holdings in O'Reilly Automotive by 1,277.3% during the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer's stock worth $211,533,000 after buying an additional 2,176,568 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O'Reilly Automotive Trading Down 2.8%

NASDAQ:ORLY opened at $96.64 on Friday. O'Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The firm has a fifty day simple moving average of $92.51 and a 200 day simple moving average of $94.91. The stock has a market capitalization of $80.86 billion, a PE ratio of 31.58, a P/E/G ratio of 2.16 and a beta of 0.58.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $4.56 billion during the quarter, compared to analysts' expectations of $4.46 billion. During the same period last year, the business earned $9.35 earnings per share. The firm's 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. On average, equities analysts predict that O'Reilly Automotive, Inc. will post 3.22 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Raymond James Financial reiterated an "outperform" rating and issued a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday. Evercore reiterated an "outperform" rating and issued a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday. Citigroup reiterated a "buy" rating and issued a $115.00 price objective (up from $110.00) on shares of O'Reilly Automotive in a report on Friday. Robert W. Baird set a $110.00 price objective on shares of O'Reilly Automotive in a report on Friday. Finally, Morgan Stanley reiterated an "overweight" rating and issued a $112.00 price objective on shares of O'Reilly Automotive in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and a consensus price target 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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