Oddo BHF Asset Management Sas Has $3.12 Million Position in O’Reilly Automotive, Inc. $ORLY

Posted by George Bondi on Jun 17th, 2026

Oddo BHF Asset Management Sas raised its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 27.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 34,179 shares of the specialty retailer’s stock after purchasing an additional 7,257 shares during the quarter. Oddo BHF Asset Management Sas’ holdings in O’Reilly Automotive were worth $3,117,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth approximately $25,000. IAG Wealth Partners LLC acquired a new stake in shares of O’Reilly Automotive during the third quarter worth approximately $31,000. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth approximately $26,000. Wilkerson Advisory Group LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth approximately $27,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth approximately $34,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. The trade was a 97.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last 90 days. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Trading Up 0.5%

ORLY stock opened at $90.68 on Wednesday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The company has a fifty day simple moving average of $91.56 and a 200 day simple moving average of $93.17. The firm has a market cap of $75.15 billion, a PE ratio of 29.63, a PEG ratio of 1.99 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) 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 analyst estimates of $4.46 billion. During the same quarter in the previous year, the business earned $9.35 EPS. O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Roth Mkm restated a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Evercore reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Finally, Citigroup reaffirmed a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One investment 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.com, the company presently has an average rating of “Moderate Buy” and an average target price of $112.25.

View Our Latest Report on ORLY

O’Reilly Automotive Company Profile

(Free Report)

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.