38,890 O’Reilly Automotive, Inc. $ORLY Shares Sold by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 66.7% during the 3rd quarter, Holdings Channel reports. The firm owned 19,456 shares of the specialty retailer’s stock after selling 38,890 shares during the period. Soltis Investment Advisors LLC’s holdings in O’Reilly Automotive were worth $1,662,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. BlackRock Inc. acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $5,950,042,000. Bank of New York Mellon Corp acquired a new stake in O’Reilly Automotive during the 2nd quarter valued at $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in O’Reilly Automotive by 1.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after buying an additional 141,915 shares during the last quarter. Amundi increased its position in O’Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer’s stock worth $784,449,000 after buying an additional 1,397,671 shares in the last quarter. Finally, Bank of America Corp DE purchased a new position in O’Reilly Automotive during the second quarter worth $721,747,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting O’Reilly Automotive

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

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

O’Reilly Automotive Stock Up 0.1%

Shares of NASDAQ:ORLY opened at $88.12 on Friday. The company has a market cap of $71.29 billion, a P/E ratio of 27.03, a P/E/G ratio of 2.12 and a beta of 0.54. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $102.46. The business has a fifty day simple moving average of $87.20 and a 200-day simple moving average of $90.53.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The firm had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. During the same period in the prior year, the business posted $0.85 earnings per share. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. Sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.28 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,000 shares of company stock valued at $550,530. Insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Roth Capital reissued a “buy” rating and issued a $111.00 price target (up from $109.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Thursday. Wells Fargo & Company increased their price objective on O’Reilly Automotive from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Thursday. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research report on Wednesday, July 15th. Finally, Morgan Stanley cut their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.89.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.