O’Reilly Automotive, Inc. $ORLY Stake Lifted by Glenview Trust Co

Glenview Trust Co raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 7.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 160,188 shares of the specialty retailer’s stock after acquiring an additional 11,178 shares during the period. Glenview Trust Co’s holdings in O’Reilly Automotive were worth $13,682,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of ORLY. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of O’Reilly Automotive during the 3rd quarter valued at $265,000. Blueprint Investment Partners LLC raised its stake in O’Reilly Automotive by 3.1% during the 3rd quarter. Blueprint Investment Partners LLC now owns 20,987 shares of the specialty retailer’s stock worth $1,792,000 after acquiring an additional 622 shares during the period. Blueprint Financial Advisors LLC lifted its holdings in O’Reilly Automotive by 3.0% during the third quarter. Blueprint Financial Advisors LLC now owns 20,980 shares of the specialty retailer’s stock valued at $1,792,000 after purchasing an additional 615 shares in the last quarter. China Universal Asset Management Co. Ltd. lifted its holdings in O’Reilly Automotive by 9.2% during the third quarter. China Universal Asset Management Co. Ltd. now owns 27,260 shares of the specialty retailer’s stock valued at $2,346,000 after purchasing an additional 2,307 shares in the last quarter. Finally, D.A. Davidson & CO. lifted its holdings in O’Reilly Automotive by 1.7% during the third quarter. D.A. Davidson & CO. now owns 63,904 shares of the specialty retailer’s stock valued at $5,458,000 after purchasing an additional 1,063 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at O’Reilly Automotive

In related news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were 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 approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the transaction, the director directly owned 18,675 shares of the company’s stock, valued at $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Trading Up 0.1%

NASDAQ ORLY opened at $88.12 on Friday. The stock’s 50 day moving average is $87.20 and its 200 day moving average is $90.53. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $102.46. The stock has a market cap of $71.29 billion, a PE ratio of 27.03, a P/E/G ratio of 2.12 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.02 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The company’s revenue was up 8.8% on a year-over-year basis. During the same period last year, the firm posted $0.85 EPS. On average, analysts forecast that O’Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year.

Key Stories Impacting O’Reilly Automotive

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

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

Analyst Upgrades and Downgrades

A number of research firms have weighed in on ORLY. Sanford C. Bernstein initiated coverage on shares of O’Reilly Automotive in a research report on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 price target for the company. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Monday. Roth Capital restated a “buy” rating and set a $111.00 target price (up from $109.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. TD Cowen dropped their target price on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. Finally, Morgan Stanley cut their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $107.89.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.