9,695 O’Reilly Automotive, Inc. $ORLY Shares Purchased by Invera Wealth Advisors LLC

Invera Wealth Advisors LLC grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 226.4% during the third quarter, HoldingsChannel reports. The firm owned 13,977 shares of the specialty retailer’s stock after acquiring an additional 9,695 shares during the period. Invera Wealth Advisors LLC’s holdings in O’Reilly Automotive were worth $1,194,000 at the end of the most recent reporting period.

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

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Morgan Stanley dropped 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 report on Thursday, July 30th. TD Cowen lowered their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. The Goldman Sachs Group restated a “conviction-buy” rating and set a $104.00 target price on shares of O’Reilly Automotive in a research note on Friday. Citigroup reaffirmed a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Robert W. Baird set a $100.00 price target on shares of O’Reilly Automotive and gave the stock a “neutral” rating in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average target price of $107.89.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $88.12 on Friday. The firm has a market cap of $71.29 billion, a price-to-earnings ratio of 27.03, a PEG ratio of 2.13 and a beta of 0.54. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $102.46. The stock’s 50-day moving average is $87.20 and its two-hundred day moving average is $90.53.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $5.12 billion during 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%. The company’s revenue was up 8.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.85 earnings per share. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.31 EPS for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the transaction, the director owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive News Summary

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 Company 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.