Principal Financial Group Inc. Sells 2,329,182 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Principal Financial Group sold 2,329,182 shares of O'Reilly, cutting its stake by 9.7% to 21,626,710 shares (about 2.56% of O'Reilly) worth roughly $1.97 billion and making ORLY ~1.0% of PFG's portfolio.
• O'Reilly beat quarterly estimates with EPS of $0.72 (vs. $0.69 expected) and revenue of $4.56 billion (+10.2% YoY), set FY2026 guidance of $3.15–$3.25 EPS, and carries an average analyst price target of $112 with a "Moderate Buy" consensus.
• The stock opened at $93.98 (down ~2.8%), has a market cap of $78.6 billion and a P/E of 30.7, and is largely institutionally owned (around 85%).

Principal Financial Group Inc. decreased its holdings in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 21,626,710 shares of the specialty retailer's stock after selling 2,329,182 shares during the quarter. O'Reilly Automotive makes up about 1.0% of Principal Financial Group Inc.'s investment portfolio, making the stock its 16th largest position. Principal Financial Group Inc. owned approximately 2.56% of O'Reilly Automotive worth $1,972,577,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of ORLY. Sivia Capital Partners LLC increased its stake in shares of O'Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock valued at $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC increased its stake in shares of O'Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock valued at $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. increased its stake in shares of O'Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock valued at $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas increased its stake in shares of O'Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock valued at $35,000 after buying an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company increased its stake in shares of O'Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock valued at $44,950,000 after buying an additional 464,536 shares during the period. Institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Trading Down 2.8%

NASDAQ:ORLY opened at $93.98 on Tuesday. O'Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71. The stock has a market cap of $78.63 billion, a price-to-earnings ratio of 30.71, a PEG ratio of 2.14 and a beta of 0.58. The stock has a 50-day moving average price of $92.51 and a two-hundred day moving average price of $94.85.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. O'Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion during the quarter, compared to analysts' expectations of $4.46 billion. During the same period in the previous year, the firm earned $9.35 earnings per share. The company'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. Sell-side analysts forecast that O'Reilly Automotive, Inc. will post 3.22 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on ORLY. Royal Bank Of Canada reissued an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, April 24th. TD Cowen reissued a "buy" rating and issued a $117.00 target price (up from $115.00) on shares of O'Reilly Automotive in a research note on Friday. DA Davidson lifted their target price on O'Reilly Automotive from $110.00 to $114.00 and gave the company a "buy" rating in a research note on Friday. Wells Fargo & Company reissued an "overweight" rating and issued a $110.00 target price (up from $105.00) on shares of O'Reilly Automotive in a research note on Thursday. Finally, Morgan Stanley reissued an "overweight" rating and issued a $112.00 target price on shares of O'Reilly Automotive in a research note on Thursday. One 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 stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $112.00.

About O'Reilly Automotive

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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