O’Reilly Automotive (NASDAQ:ORLY) Chairman Sells $12,726,183.75 in Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Chairman Gregory Henslee sold 138,705 shares of the stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $91.75, for a total transaction of $12,726,183.75. Following the completion of the transaction, the chairman directly owned 241,950 shares of the company’s stock, valued at $22,198,912.50. This trade represents a 36.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

O’Reilly Automotive Stock Performance

ORLY opened at $89.89 on Monday. The company’s 50 day moving average is $87.33 and its 200-day moving average is $90.44. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $102.46. The company has a market cap of $72.72 billion, a P/E ratio of 27.57, a PEG ratio of 2.14 and a beta of 0.55.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $5.12 billion during the quarter, compared to analysts’ expectations of $5.02 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The firm’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.85 EPS. On average, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.31 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Morgan Stanley lowered their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. TD Cowen reduced their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. BNP Paribas Exane lowered their target price on O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating for the company in a report on Friday, July 31st. Finally, Citigroup reiterated a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $108.00.

O’Reilly Automotive News Summary

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

• Positive Sentiment: A report says O’Reilly’s higher 2026 outlook is providing support for the stock, offering a positive counterpoint to recent selling pressure. Article: O’Reilly Automotive stock gains support from higher 2026 outlook
• Neutral Sentiment: Coverage also highlights O’Reilly’s resilience to economic swings, though the supplied article details do not specify a new company development or estimate change. Article: What Makes O’Reilly Automotive (ORLY) Resilient to Economic Swings?
• Negative Sentiment: Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, reducing his direct stake by 36.44%. Director Maria Sastre also sold 1,200 shares. These sales can prompt concern about insider confidence, although they do not by themselves establish a change in the company’s prospects. Insider transaction details
• Negative Sentiment: SVP Larry Gray sold 7,750 shares, reducing his position by 60.92%. The cluster of sales, alongside reports of fresh valuation concerns, may be adding pressure to shares. Article: O’Reilly Automotive insider Larry Gray sells 7,750 shares Article: O’Reilly Automotive stock faces fresh valuation concern after insider sale

Institutional Investors Weigh In On O’Reilly Automotive

A number of institutional investors have recently added to or reduced their stakes in ORLY. WealthBridge Capital Management LLC boosted its stake in shares of O’Reilly Automotive by 1.6% in the 3rd quarter. WealthBridge Capital Management LLC now owns 8,106 shares of the specialty retailer’s stock valued at $692,000 after purchasing an additional 125 shares during the last quarter. Pointe Capital Management LLC raised its stake in 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 during the last quarter. Integrity Alliance LLC. raised its stake in O’Reilly Automotive by 3.5% during the third quarter. Integrity Alliance LLC. now owns 3,981 shares of the specialty retailer’s stock worth $340,000 after buying an additional 133 shares during the last quarter. BIP Wealth LLC lifted its holdings in 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 period. Finally, Pittenger & Anderson Inc. lifted its holdings in O’Reilly Automotive by 16.1% in the first quarter. Pittenger & Anderson Inc. now owns 1,045 shares of the specialty retailer’s stock valued at $96,000 after buying an additional 145 shares during the period. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops.

The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers.

Founded in 1957 by Charles F.