Vestcor Inc Raises Stake in O’Reilly Automotive, Inc. $ORLY

Posted by Geri Gentry on Jun 7th, 2026

Vestcor Inc lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 54.2% in the fourth quarter, Holdings Channel reports. The firm owned 65,926 shares of the specialty retailer’s stock after purchasing an additional 23,173 shares during the period. Vestcor Inc’s holdings in O’Reilly Automotive were worth $6,013,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Welch Group LLC grew its stake in O’Reilly Automotive by 0.8% during the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after buying an additional 102 shares during the period. Commons Capital LLC grew its stake in O’Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after buying an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC grew its stake in O’Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the period. Fayez Sarofim & Co grew 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 buying an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC grew 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 buying an additional 107 shares during the period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on ORLY. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Evercore restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Finally, Raymond James Financial restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Get Our Latest Research Report on ORLY

O’Reilly Automotive Price Performance

Shares of ORLY opened at $90.33 on Friday. The stock’s 50-day moving average is $91.78 and its two-hundred day moving average is $93.69. The stock has a market cap of $74.86 billion, a PE ratio of 29.52, a P/E/G ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. During the same quarter in the previous year, the firm posted $9.35 earnings per share. The firm’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, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

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.