O’Reilly Automotive, Inc. $ORLY Stock Holdings Boosted by ProShare Advisors LLC

ProShare Advisors LLC raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 909,772 shares of the specialty retailer’s stock after purchasing an additional 11,572 shares during the period. ProShare Advisors LLC owned 0.11% of O’Reilly Automotive worth $77,704,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. WealthBridge Capital Management LLC increased its position in shares of O’Reilly Automotive by 1.6% during the third quarter. WealthBridge Capital Management LLC now owns 8,106 shares of the specialty retailer’s stock worth $692,000 after purchasing an additional 125 shares in the last quarter. Pointe Capital Management LLC grew its holdings in shares of O’Reilly Automotive by 1.2% during the second quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer’s stock worth $962,000 after buying an additional 127 shares in the last quarter. BIP Wealth LLC raised its position in shares of O’Reilly Automotive by 3.0% in the third quarter. BIP Wealth LLC now owns 4,807 shares of the specialty retailer’s stock valued at $411,000 after buying an additional 142 shares during the last quarter. Pittenger & Anderson Inc. lifted its stake in shares of O’Reilly Automotive by 16.1% in the first quarter. Pittenger & Anderson Inc. now owns 1,045 shares of the specialty retailer’s stock worth $96,000 after buying an additional 145 shares in the last quarter. Finally, Centaurus Financial Inc. boosted its position in O’Reilly Automotive by 7.5% during the first quarter. Centaurus Financial Inc. now owns 2,081 shares of the specialty retailer’s stock worth $192,000 after acquiring an additional 145 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive and gave the stock a “neutral” rating in a research note on Friday, July 31st. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research report on Wednesday, July 15th. Morgan Stanley cut their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price objective (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, The Goldman Sachs Group reissued a “conviction-buy” rating and set a $104.00 price objective on shares of O’Reilly Automotive in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $107.89.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $88.12 on Monday. The firm’s 50-day moving average is $87.20 and its two-hundred day moving average is $90.53. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $102.46. The company has a market capitalization of $71.29 billion, a PE ratio of 27.03, a price-to-earnings-growth ratio of 2.11 and a beta of 0.55.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The firm had revenue of $5.12 billion for the quarter, compared to analyst estimates of $5.02 billion. During the same quarter in the previous year, the company earned $0.85 EPS. The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. Sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.31 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Christopher Mancini sold 3,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,000 shares of company stock valued at $550,530 over the last quarter. 0.77% of the stock is owned by insiders.

More O’Reilly Automotive News

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 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.