O’Reilly Automotive, Inc. $ORLY Stock Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,951,370 shares of the specialty retailer’s stock after selling 82,107 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in O’Reilly Automotive were worth $166,667,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of O’Reilly Automotive during the 3rd quarter worth approximately $53,490,000. ProShare Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1.3% in the third quarter. ProShare Advisors LLC now owns 909,772 shares of the specialty retailer’s stock valued at $77,704,000 after purchasing an additional 11,572 shares during the last quarter. Vise Technologies Inc. lifted its position in O’Reilly Automotive by 16.5% during the third quarter. Vise Technologies Inc. now owns 37,430 shares of the specialty retailer’s stock worth $3,197,000 after buying an additional 5,307 shares in the last quarter. Cidel Asset Management Inc. lifted its position in O’Reilly Automotive by 10.0% during the third quarter. Cidel Asset Management Inc. now owns 3,932 shares of the specialty retailer’s stock worth $336,000 after buying an additional 359 shares in the last quarter. Finally, Invera Wealth Advisors LLC lifted its position in O’Reilly Automotive by 226.4% during the third quarter. Invera Wealth Advisors LLC now owns 13,977 shares of the specialty retailer’s stock worth $1,194,000 after buying an additional 9,695 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction that occurred 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 sale, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 18,675 shares of the company’s stock, valued at $1,640,225.25. This represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,000 shares of company stock valued at $550,530. Corporate insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

ORLY has been the subject of several analyst reports. The Goldman Sachs Group restated a “conviction-buy” rating and issued a $104.00 target price on shares of O’Reilly Automotive in a report on Friday. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Thursday. Royal Bank Of Canada reissued an “outperform” rating and set a $111.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive and gave the company a “neutral” rating in a report on Friday, July 31st. Finally, Raymond James Financial restated an “outperform” rating and set a $110.00 price objective (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.89.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $88.12 on Monday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $102.46. The firm has a 50 day moving average price of $87.20 and a 200 day moving average price of $90.53. The company has a market capitalization of $71.29 billion, a PE ratio of 27.03, a price-to-earnings-growth ratio of 2.11 and a beta of 0.55.

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

O’Reilly Automotive News Summary

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

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.