Mach 1 Financial Group LLC Purchases New Stake in O’Reilly Automotive, Inc. $ORLY

Posted by Brian Himes on May 21st, 2026

Mach 1 Financial Group LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 30,012 shares of the specialty retailer’s stock, valued at approximately $2,737,000.

Several other hedge funds have also recently bought and sold shares of the business. Welch Group LLC raised its holdings in O’Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after buying an additional 102 shares during the period. Commons Capital LLC raised its holdings in O’Reilly Automotive by 1.1% in the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock valued at $1,066,000 after buying an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC raised its holdings in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after buying an additional 104 shares during the period. Fayez Sarofim & Co raised its holdings in O’Reilly Automotive by 1.4% in the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock valued at $823,000 after buying an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC raised its holdings in O’Reilly Automotive by 1.9% in the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after buying an additional 107 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Mizuho raised their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. DA Davidson increased their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. dropped their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Finally, Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Read Our Latest Stock Analysis on ORLY

O’Reilly Automotive Trading Up 0.3%

ORLY stock opened at $92.22 on Thursday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The company has a market capitalization of $76.42 billion, a P/E ratio of 30.14, a PEG ratio of 2.02 and a beta of 0.58. The firm has a 50 day simple moving average of $92.07 and a 200-day simple moving average of $94.27.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the company earned $9.35 earnings per share. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.25 EPS for the current year.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,930 shares of company stock valued at $1,875,444 over the last 90 days. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive 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.