Sapient Capital LLC Sells 147,363 Shares of O’Reilly Automotive, Inc. $ORLY

Sapient Capital LLC decreased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 38.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 238,760 shares of the specialty retailer’s stock after selling 147,363 shares during the period. Sapient Capital LLC’s holdings in O’Reilly Automotive were worth $22,040,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ORLY. Eagle Bay Advisors LLC bought a new position in O’Reilly Automotive in the 4th quarter valued at $25,000. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at $27,000. Whipplewood Advisors LLC increased its stake in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC raised its holdings in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $89.35 on Monday. The stock 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. The company has a 50 day moving average of $88.18 and a 200-day moving average of $91.65. 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 announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the business posted $0.78 earnings per share. O’Reilly Automotive’s revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Roth Capital reiterated a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a research report on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $108.44.

More O’Reilly Automotive News

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.

Insider Buying and Selling

In related news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by corporate insiders.

About O’Reilly Automotive

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.