World Investment Advisors Buys 6,186 Shares of O’Reilly Automotive, Inc. $ORLY

World Investment Advisors boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 31.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,798 shares of the specialty retailer’s stock after purchasing an additional 6,186 shares during the period. World Investment Advisors’ holdings in O’Reilly Automotive were worth $2,199,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC raised its position in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC raised its position in O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. raised its position in O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas raised its position in O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company raised its position in O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares during the period. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

ORLY has been the topic of several recent research reports. Citigroup reiterated a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Finally, Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. 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’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive News Summary

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Insider Buying and Selling at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $88.49 on Friday. The firm has a fifty day moving average price of $92.22 and a 200-day moving average price of $94.36. The stock has a market cap of $73.33 billion, a PE ratio of 28.92, a price-to-earnings-growth ratio of 1.97 and a beta of 0.58. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the prior year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.25 EPS for the current year.

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.