Rep. Lisa C. McClain Sells O’Reilly Automotive, Inc. (NASDAQ:ORLY) Stock

Representative Lisa C. McClain (R-Michigan) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 and $15,000 in O’Reilly Automotive stock on October 30th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Coherent (NYSE:COHR) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Clorox (NYSE:CLX) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Northern Trust (NASDAQ:NTRS) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Honda Motor (NYSE:HMC) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Home BancShares (NYSE:HOMB) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Five Below (NASDAQ:FIVE) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Pure Storage (NYSE:PSTG) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 10/31/2025.

O’Reilly Automotive Price Performance

ORLY stock traded down $0.01 during mid-day trading on Friday, hitting $101.50. 1,713,919 shares of the stock were exchanged, compared to its average volume of 5,402,141. The business has a fifty day moving average price of $100.29 and a 200 day moving average price of $97.59. O’Reilly Automotive, Inc. has a 12 month low of $78.30 and a 12 month high of $108.71. The stock has a market capitalization of $85.68 billion, a price-to-earnings ratio of 35.15, a PEG ratio of 2.48 and a beta of 0.57.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, October 22nd. The specialty retailer reported $0.85 EPS for the quarter, beating the consensus estimate of $0.83 by $0.02. The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.69 billion. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The company’s revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the company earned $11.41 EPS. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Insider Activity

In related news, Director John Raymond Murphy sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $92.60, for a total transaction of $289,375.00. Following the completion of the transaction, the director owned 8,125 shares in the company, valued at $752,375. This represents a 27.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.01% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

A number of large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of O’Reilly Automotive by 1,404.9% during the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock worth $7,105,396,000 after purchasing an additional 73,596,571 shares during the period. State Street Corp raised its position in O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after purchasing an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC raised its position in O’Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after purchasing an additional 22,144,563 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in O’Reilly Automotive by 1,317.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after buying an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC grew its position in shares of O’Reilly Automotive by 1,820.9% in the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after buying an additional 13,382,074 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. The Goldman Sachs Group set a $121.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Cowen reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Monday, September 15th. TD Cowen lifted their target price on shares of O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a research report on Monday, September 15th. Royal Bank Of Canada set a $110.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday, October 24th. Finally, Wolfe Research assumed coverage on O’Reilly Automotive in a research note on Thursday, September 18th. They set an “outperform” rating and a $121.00 price objective on the stock. Nineteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $111.89.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.