O’Reilly Automotive, Inc. $ORLY Stake Lifted by New York State Teachers Retirement System

New York State Teachers Retirement System lifted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 659,493 shares of the specialty retailer’s stock after acquiring an additional 5,259 shares during the quarter. New York State Teachers Retirement System’s holdings in O’Reilly Automotive were worth $60,152,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORLY. Sivia Capital Partners LLC lifted its position in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares during the period. NewEdge Advisors LLC increased its position in shares of O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. raised its stake in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares in the last quarter. BNP Paribas raised its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares during the period. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Up 8.4%

Shares of NASDAQ ORLY opened at $99.40 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The company has a market cap of $83.17 billion, a price-to-earnings ratio of 32.48, a P/E/G ratio of 2.03 and a beta of 0.60. The business has a fifty day simple moving average of $92.51 and a 200-day simple moving average of $94.96.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 270.31% and a net margin of 14.30%.O’Reilly Automotive’s revenue was up 10.2% on a year-over-year basis. During the same quarter last year, the business posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.23 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently weighed in on ORLY shares. Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research note on Wednesday, February 4th. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, February 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday. Evercore reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Finally, Robert W. Baird cut shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 target price for the company. in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: Q1 beat consensus on both EPS and revenue: GAAP EPS $0.72 vs. $0.69 est., and revenue $4.56B vs. $4.46B est.; revenue was up ~10.2% year-over-year, driving record quarterly results. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Strong same-store sales momentum — O’Reilly delivered its 33rd consecutive year of positive comp growth, supporting confidence in demand and store-level performance. O’Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth
• Positive Sentiment: Management cited margin gains and stronger cash flow; analysts noted profit and cash-flow growth driven by higher comps and operational leverage. These fundamentals help justify the strong market reaction. O’Reilly Q1 Earnings Surpass Estimates on Strong Comps Growth
• Neutral Sentiment: FY?2026 guidance set to EPS $3.150–3.250 (company midpoint slightly near analyst consensus of ~$3.23) and revenue guidance $18.7B–$19.0B (top of range equals consensus). Guidance is essentially in-line but a touch cautious on the low end, so markets will parse the cadence of the year. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Negative Sentiment: Return on equity showed a large negative figure (reported in summaries), a metric investors may scrutinize—likely impacted by capital structure and buybacks—but it can raise governance/profitability questions despite strong operating results. O’Reilly Automotive Earnings Data & Transcript
• Neutral Sentiment: Full conference call / transcript is available for details on margin drivers, parts inventory, and share?repurchase plans—items that will influence whether the beat sustains. O’Reilly Automotive, Inc. (ORLY) Q1 2026 Earnings Call Transcript

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.