AustralianSuper Pty Ltd Has $2.87 Million Stake in O’Reilly Automotive, Inc. $ORLY

Posted by George Bondi on May 16th, 2026

AustralianSuper Pty Ltd trimmed its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 20.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 31,480 shares of the specialty retailer’s stock after selling 8,324 shares during the period. AustralianSuper Pty Ltd’s holdings in O’Reilly Automotive were worth $2,871,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of ORLY. Eagle Bay Advisors LLC acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth approximately $25,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive in the third quarter valued at approximately $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive in the third quarter valued at approximately $32,000. United Community Bank lifted its holdings in O’Reilly Automotive by 75.0% in the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after buying an additional 135 shares during the period. Finally, Ares Financial Consulting LLC acquired a new position in O’Reilly Automotive in the fourth quarter valued at approximately $34,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The shares were 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $88.49 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The company has a market capitalization of $73.33 billion, a PE ratio of 28.92, a PEG ratio of 1.97 and a beta of 0.58. The company has a 50 day moving average price of $92.22 and a two-hundred day moving average price of $94.36.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the firm earned $9.35 earnings per share. The business’s quarterly revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ORLY. Raymond James Financial restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Mkm restated a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.25.

View Our Latest Analysis on O’Reilly Automotive

Key O’Reilly Automotive News

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

Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

O’Reilly Automotive Company Profile

(Free Report)

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.