OneDigital Investment Advisors LLC Takes $2.88 Million Position in O’Reilly Automotive, Inc. $ORLY

OneDigital Investment Advisors LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 31,307 shares of the specialty retailer’s stock, valued at approximately $2,883,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of O’Reilly Automotive by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares during the period. State Street Corp boosted its holdings in 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 in the last quarter. Geode Capital Management LLC grew its stake in 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 valued at $2,201,555,000 after acquiring an additional 372,896 shares during the period. Wellington Management Group LLP grew its stake in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after acquiring an additional 2,964,945 shares during the period. Finally, Norges Bank bought a new stake in shares of O’Reilly Automotive during the fourth quarter valued at approximately $1,134,311,000. 85.00% of the stock is currently owned by institutional investors.

Key Stories Impacting O’Reilly Automotive

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $91.05 on Monday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The company’s 50 day moving average price is $88.91 and its two-hundred day moving average price is $91.35. The stock has a market cap of $73.66 billion, a P/E ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51.

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

Insiders Place Their Bets

In related news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 90,800 shares of company stock valued at $8,402,644. 0.77% of the stock is owned by company insiders.

Analyst Ratings Changes

ORLY has been the subject of a number of recent research reports. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Citigroup reaffirmed a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average price target of $107.24.

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.