William Blair Investment Management LLC Has $271.94 Million Holdings in O’Reilly Automotive, Inc. $ORLY

Posted by Brenda Bartman on May 24th, 2026

William Blair Investment Management LLC increased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.3% during the fourth quarter, HoldingsChannel reports. The fund owned 2,981,507 shares of the specialty retailer’s stock after acquiring an additional 65,833 shares during the quarter. O’Reilly Automotive accounts for about 0.8% of William Blair Investment Management LLC’s investment portfolio, making the stock its 25th biggest holding. William Blair Investment Management LLC’s holdings in O’Reilly Automotive were worth $271,943,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Welch Group LLC raised its holdings in shares of O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after acquiring an additional 102 shares during the last quarter. Commons Capital LLC raised its holdings 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 worth $1,066,000 after acquiring an additional 104 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its holdings 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 worth $401,000 after acquiring an additional 104 shares during the last quarter. Fayez Sarofim & Co raised its holdings in shares of O’Reilly Automotive by 1.4% in the 3rd quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after acquiring an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC raised its holdings in shares of O’Reilly Automotive by 1.9% in the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $91.74 on Friday. The firm has a market cap of $76.03 billion, a price-to-earnings ratio of 29.98, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The firm has a 50-day moving average price of $91.97 and a two-hundred day moving average price of $94.24.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same quarter last year, the business posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Activity

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction dated 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 owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 104,530 shares of company stock worth $9,709,404. Corporate insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on ORLY shares. Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen restated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, JPMorgan Chase & Co. lowered their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. One equities research 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

View Our Latest Report on O’Reilly Automotive

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.