Rathbones Group PLC Buys 18,933 Shares of O’Reilly Automotive, Inc. $ORLY

Rathbones Group PLC lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 1,623,190 shares of the specialty retailer’s stock after purchasing an additional 18,933 shares during the period. Rathbones Group PLC’s holdings in O’Reilly Automotive were worth $149,837,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of ORLY. Vanguard Group Inc. lifted its holdings in shares of O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after buying an additional 458,613 shares during the last quarter. State Street Corp grew its stake in shares of O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after acquiring an additional 140,387 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of O’Reilly Automotive by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after acquiring an additional 372,896 shares during the last quarter. Wellington Management Group LLP increased its position in O’Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after acquiring an additional 2,964,945 shares during the period. Finally, Norges Bank acquired a new position in O’Reilly Automotive during the 4th quarter valued at $1,134,311,000. 85.00% of the stock is owned by institutional investors.

Trending Headlines about O’Reilly Automotive

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

• Positive Sentiment: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales
• Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases
• Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target.
• Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Roth Capital restated a “buy” rating and set a $111.00 price objective on shares of O’Reilly Automotive in a report on Friday. Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Truist Financial set a $108.00 target price on O’Reilly Automotive in a research report on Thursday, April 30th. Evercore restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $108.44.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $89.35 on Monday. The stock’s fifty day simple moving average is $88.18 and its 200 day simple moving average is $91.65. The firm has a market cap of $74.05 billion, a price-to-earnings ratio of 28.46, a P/E/G ratio of 1.96 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

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.