O’Reilly Automotive (NASDAQ:ORLY) Stock Sold Off by Rep. Kevin Hern

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in O’Reilly Automotive stock on August 31st. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of CenterPoint Energy (NYSE:CNP) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of TJX Companies (NYSE:TJX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of STERIS (NYSE:STE) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of IQVIA (NYSE:IQV) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Emerson Electric (NYSE:EMR) on 9/14/2026.

O’Reilly Automotive Stock Down 0.5%

Shares of ORLY traded down $0.44 during trading hours on Tuesday, hitting $86.07. 3,662,930 shares of the company were exchanged, compared to its average volume of 6,529,205. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The company has a market cap of $69.63 billion, a price-to-earnings ratio of 27.41, a P/E/G ratio of 2.14 and a beta of 0.52. The firm’s fifty day moving average is $88.48 and its 200 day moving average is $89.59.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting 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 during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter 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. Analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares in the company, 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. Insiders sold 6,000 shares of company stock worth $550,530 over the last ninety days. 0.77% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on ORLY. Citigroup reaffirmed a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Robert W. Baird set a $100.00 target price on O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley reduced their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Weiss Ratings lowered O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Finally, DA Davidson restated a “buy” rating and set a $106.00 price objective on shares of O’Reilly Automotive in a research report on Wednesday, September 16th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $106.50.

Institutional Trading of O’Reilly Automotive

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. BlackRock Inc. bought a new stake in shares of O’Reilly Automotive in the second quarter worth $5,950,042,000. Geode Capital Management LLC lifted its holdings in O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Norges Bank acquired a new position in O’Reilly Automotive during the 4th quarter worth about $1,134,311,000. Bank of New York Mellon Corp bought a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at about $1,023,936,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of O’Reilly Automotive by 1.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after buying an additional 141,915 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.