O’Reilly Automotive, Inc. $ORLY Shares Acquired by Vestor Capital LLC

Vestor Capital LLC lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6,238.1% during the first quarter, Holdings Channel.com reports. The fund owned 98,874 shares of the specialty retailer’s stock after acquiring an additional 97,314 shares during the period. Vestor Capital LLC’s holdings in O’Reilly Automotive were worth $9,127,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the 4th quarter worth $27,000. Whipplewood Advisors LLC lifted its position in O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 295 shares during the period. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at about $30,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Down 3.6%

NASDAQ ORLY opened at $87.36 on Friday. The business’s fifty day simple moving average is $88.22 and its 200-day simple moving average is $91.69. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm has a market cap of $72.40 billion, a PE ratio of 27.82, a P/E/G ratio of 2.00 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 291.77%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on ORLY shares. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Capital reaffirmed a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. DA Davidson set a $114.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Finally, Raymond James Financial restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.00.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: O’Reilly reported record second-quarter revenue of $4.89 billion, up 8.1% year over year and above the roughly $4.86 billion analyst estimate. Diluted EPS rose 10% to $0.86, matching or slightly exceeding consensus estimates. O’Reilly second-quarter results
• Positive Sentiment: Comparable-store sales increased 6.0%, while growth from professional customers supported the quarter and helped underpin the company’s 2026 outlook. O’Reilly Q2 earnings analysis
• Positive Sentiment: The company repurchased approximately $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. Continued repurchases could provide earnings-per-share support and signal management’s confidence in the business. O’Reilly repurchase analysis
• Neutral Sentiment: O’Reilly maintained fiscal 2026 EPS guidance of $3.20-$3.30 and revenue guidance of $18.9-$19.2 billion. The ranges broadly surround analyst expectations, limiting the impact of the guidance update. O’Reilly 2026 results
• Negative Sentiment: Morgan Stanley lowered its price target from $112 to $108, although it retained an Overweight rating. The target reduction, combined with the stock’s elevated valuation, may be contributing to profit-taking despite the earnings beat. Morgan Stanley target update

Insider Buying and Selling

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s 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 transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This represents a 5.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by company insiders.

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.