Rep. Jonathan L. Jackson Sells O’Reilly Automotive, Inc. (NASDAQ:ORLY) Stock

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on May 27th, the Representative disclosed that they had sold between $1,001 and $15,000 in O’Reilly Automotive stock on April 24th. The trade occurred in the Representative’s “MORGAN STANLEY SEP IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of Visa (NYSE:V) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of BP (NYSE:BP) on 3/20/2026.
• Sold $15,001 – $50,000 in shares of O’Reilly Automotive (NASDAQ:ORLY) on 3/19/2026.
• Purchased $15,001 – $50,000 in shares of BP (NYSE:BP) on 3/19/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 3/9/2026.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $89.23 on Friday. The stock has a market capitalization of $73.95 billion, a price-to-earnings ratio of 29.16, a PEG ratio of 1.96 and a beta of 0.58. The business has a 50-day moving average of $91.88 and a 200-day moving average of $94.11. O’Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same quarter last year, the company posted $9.35 earnings per share. O’Reilly Automotive’s quarterly revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction dated 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 sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director owned 4,000 shares in the company, valued at $354,680. This represents a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 104,530 shares of company stock worth $9,709,404. 0.77% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

ORLY has been the subject of several research reports. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Evercore 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 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. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $112.25.

Institutional Trading of O’Reilly Automotive

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Vestmark Advisory Solutions Inc. raised its holdings in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after acquiring an additional 13,100 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the last quarter. Caldwell Trust Co raised its holdings in shares of O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the last quarter. Overbrook Management Corp raised its holdings in shares of O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after acquiring an additional 19,171 shares during the last quarter. Finally, Jefferies Financial Group Inc. acquired a new stake in shares of O’Reilly Automotive in the 4th quarter worth about $3,908,000. Institutional investors own 85.00% of the company’s stock.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

O’Reilly Automotive Company 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.