O’Reilly Automotive, Inc. $ORLY Shares Bought by Envestnet Portfolio Solutions Inc.

Posted by George Bondi on May 21st, 2026

Envestnet Portfolio Solutions Inc. grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 85.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 89,881 shares of the specialty retailer’s stock after acquiring an additional 41,461 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in O’Reilly Automotive were worth $8,194,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORLY. Welch Group LLC grew its holdings in O’Reilly Automotive by 0.8% during the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after purchasing an additional 102 shares in the last quarter. Commons Capital LLC raised its stake in shares of O’Reilly Automotive by 1.1% in the 3rd quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock valued at $1,066,000 after purchasing an additional 104 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its stake in shares of O’Reilly Automotive by 2.4% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after purchasing an additional 104 shares in the last quarter. Fayez Sarofim & Co lifted its stake in O’Reilly Automotive by 1.4% during the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after purchasing an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC lifted its stake in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after purchasing an additional 107 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Up 0.3%

NASDAQ ORLY opened at $92.22 on Thursday. The company has a fifty day simple moving average of $92.07 and a 200 day simple moving average of $94.27. The company has a market cap of $76.42 billion, a P/E ratio of 30.14, a P/E/G ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 1 year low of $86.77 and a 1 year high of $108.71.

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

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of research reports. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, JPMorgan Chase & Co. reduced their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $112.25.

Read Our Latest Analysis on ORLY

Insider Buying and Selling at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred 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 sale, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 19,930 shares of company stock valued at $1,875,444 in the last quarter. Corporate insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

(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.