O’Reilly Automotive (NASDAQ:ORLY) Stock: Insider Maria Sastre Sells 1,200 Shares

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Maria Sastre sold 1,200 shares of the stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $91.72, for a total transaction of $110,064.00. Following the transaction, the director directly owned 13,770 shares in the company, valued at $1,262,984.40. The trade was a 8.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Maria Sastre also recently made the following trade(s):

• On Wednesday, August 12th, Maria Sastre sold 2,000 shares of O’Reilly Automotive stock. The stock was sold at an average price of $91.85, for a total value of $183,700.00.

O’Reilly Automotive Stock Down 1.7%

Shares of O’Reilly Automotive stock opened at $89.89 on Friday. The firm has a market cap of $72.72 billion, a P/E ratio of 27.57, a P/E/G ratio of 2.14 and a beta of 0.55. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $102.46. The business has a 50-day moving average price of $87.33 and a 200 day moving average price of $90.44.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. O’Reilly Automotive’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.85 EPS. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.31 earnings per share for the current year.

Hedge Funds Weigh In On O’Reilly Automotive

Several institutional investors have recently made changes to their positions in ORLY. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive in the 2nd quarter worth approximately $28,000. Fiduciary Financial Advisors acquired a new position in O’Reilly Automotive during the 2nd quarter valued at approximately $28,000. Whipplewood Advisors LLC grew its stake 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 buying an additional 295 shares during the last quarter. Bell Investment Advisors Inc bought a new position in O’Reilly Automotive during the 2nd quarter worth $29,000. Finally, MidFirst Bank bought a new position in O’Reilly Automotive during the 2nd quarter worth $34,000. 85.00% of the stock is owned by institutional investors.

Key O’Reilly Automotive News

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

• Positive Sentiment: A report says O’Reilly’s higher 2026 outlook is providing support for the stock, offering a positive counterpoint to recent selling pressure. Article: O’Reilly Automotive stock gains support from higher 2026 outlook
• Neutral Sentiment: Coverage also highlights O’Reilly’s resilience to economic swings, though the supplied article details do not specify a new company development or estimate change. Article: What Makes O’Reilly Automotive (ORLY) Resilient to Economic Swings?
• Negative Sentiment: Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, reducing his direct stake by 36.44%. Director Maria Sastre also sold 1,200 shares. These sales can prompt concern about insider confidence, although they do not by themselves establish a change in the company’s prospects. Insider transaction details
• Negative Sentiment: SVP Larry Gray sold 7,750 shares, reducing his position by 60.92%. The cluster of sales, alongside reports of fresh valuation concerns, may be adding pressure to shares. Article: O’Reilly Automotive insider Larry Gray sells 7,750 shares Article: O’Reilly Automotive stock faces fresh valuation concern after insider sale

Analysts Set New Price Targets

ORLY has been the topic of several research analyst reports. Sanford C. Bernstein began coverage on O’Reilly Automotive in a research note on Tuesday, September 29th. They set a “market perform” rating and a $94.00 price objective on the stock. Bank of America began coverage on shares of O’Reilly Automotive in a report on Monday, October 26th. They issued a “buy” rating and a $106.00 price objective for the company. Raymond James Financial reiterated an “outperform” rating and set a $110.00 target price (down from $115.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley dropped their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, BNP Paribas Exane dropped their target price on shares of O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $108.00.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops.

The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers.

Founded in 1957 by Charles F.