Lombard Odier Asset Management Switzerland SA Raises Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Lombard Odier Asset Management Switzerland SA raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 341.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 136,065 shares of the specialty retailer’s stock after buying an additional 105,229 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in O’Reilly Automotive were worth $12,410,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $25,000. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $27,000. Kemnay Advisory Services Inc. purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $30,000. Finally, IAG Wealth Partners LLC purchased a new stake in shares of O’Reilly Automotive in the third quarter valued at about $31,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 in the last three months. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Up 0.5%

NASDAQ ORLY opened at $90.68 on Wednesday. The stock has a market capitalization of $75.15 billion, a P/E ratio of 29.63, a P/E/G ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71. The firm has a 50-day moving average price of $91.56 and a 200 day moving average price of $93.17.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on ORLY shares. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. DA Davidson upped their price target on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Finally, TD Cowen restated a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

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.