O’Reilly Automotive, Inc. $ORLY Stock Position Raised by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. lifted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 34.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,657 shares of the specialty retailer’s stock after purchasing an additional 13,100 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in O’Reilly Automotive were worth $5,569,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. True Wealth Design LLC raised its holdings in O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 152 shares during the period. Canton Hathaway LLC grew its position in shares of O’Reilly Automotive by 1,400.0% in the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 280 shares during the last quarter. Westfuller Advisors LLC bought a new position in shares of O’Reilly Automotive in the third quarter worth about $32,000. Nemes Rush Group LLC lifted its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 294 shares during the last quarter. Finally, United Community Bank grew its holdings in O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 135 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 0.7%

Shares of ORLY opened at $93.50 on Monday. The stock has a market cap of $78.92 billion, a P/E ratio of 31.55, a price-to-earnings-growth ratio of 2.09 and a beta of 0.62. The stock’s 50-day moving average price is $94.37 and its two-hundred day moving average price is $98.80. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same quarter in the prior year, the business earned $9.50 earnings per share. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Key Stories Impacting O’Reilly Automotive

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

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

Insider Activity

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the sale, the senior vice president directly owned 28 shares of the company’s stock, valued at $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the transaction, the senior vice president owned 4,792 shares in the company, valued at approximately $485,190. This represents a 42.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Truist Financial set a $107.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, February 6th. Barclays set a $91.00 price target on O’Reilly Automotive and gave the company an “equal weight” rating in a report on Monday, October 27th. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. DA Davidson reiterated a “buy” rating and set a $110.00 price target on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, Raymond James Financial raised shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 target price for the company in a research note on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

O’Reilly Automotive 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.