Saudi Central Bank Buys 27,412 Shares of O'Reilly Automotive, Inc. $ORLY

Key Points

• Saudi Central Bank increased its O'Reilly Automotive stake by 88% in the second quarter, acquiring 27,412 additional shares for a total holding of 58,569 shares valued at approximately $5.4 million.
• Institutional investors own about 85% of ORLY, while several major funds—including BNP Paribas Financial Markets and Swiss National Bank—also increased their positions.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $107.24 target price; the company recently matched quarterly EPS estimates at $0.86 and reported 8.1% year-over-year revenue growth.

Saudi Central Bank raised its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 88.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 58,569 shares of the specialty retailer's stock after acquiring an additional 27,412 shares during the period. Saudi Central Bank's holdings in O'Reilly Automotive were worth $5,394,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of ORLY. First National Bank of Mount Dora Trust Investment Services raised its stake in shares of O'Reilly Automotive by 26.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock worth $5,381,000 after purchasing an additional 12,316 shares during the last quarter. Jefferies Financial Group Inc. bought a new position in shares of O'Reilly Automotive during the fourth quarter valued at $3,908,000. Swiss National Bank boosted its position in shares of O'Reilly Automotive by 6.5% during the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock valued at $228,670,000 after buying an additional 152,100 shares during the last quarter. Marble Wealth LLC purchased a new stake in shares of O'Reilly Automotive during the fourth quarter valued at $2,559,000. Finally, BNP Paribas Financial Markets increased its holdings in O'Reilly Automotive by 77.1% in the 4th quarter. BNP Paribas Financial Markets now owns 2,853,830 shares of the specialty retailer's stock worth $260,298,000 after buying an additional 1,242,846 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. DA Davidson set a $106.00 target price on O'Reilly Automotive in a research report on Friday, July 31st. Robert W. Baird set a $100.00 price target on shares of O'Reilly Automotive in a report on Friday, July 31st. Citigroup reiterated a "buy" rating and issued a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Weiss Ratings cut shares of O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Finally, Morgan Stanley lowered their price objective on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $107.24.

Insider Buying and Selling

In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,000 shares of the company's stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company's stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is owned by company insiders.

O'Reilly Automotive Stock Performance

ORLY opened at $87.89 on Monday. O'Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The company has a market capitalization of $71.10 billion, a PE ratio of 27.99, a PEG ratio of 2.18 and a beta of 0.52. The firm's 50 day simple moving average is $89.02 and its two-hundred day simple moving average is $90.57.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share 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 business had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. During the same quarter last year, the company posted $0.78 EPS. The company's revenue 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. Equities analysts forecast that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

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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