Blair William & Co. IL Grows Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Posted by Francis Steltz on Jun 17th, 2026

Blair William & Co. IL lifted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,114,040 shares of the specialty retailer’s stock after acquiring an additional 28,587 shares during the quarter. Blair William & Co. IL’s holdings in O’Reilly Automotive were worth $101,612,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ORLY. Sivia Capital Partners LLC raised its stake in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the last quarter. NewEdge Advisors LLC boosted its stake in shares of O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after buying an additional 65,067 shares during the last quarter. Sei Investments Co. boosted its stake in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas grew its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company raised its position in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Raymond James Financial restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One research 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Check Out Our Latest Stock Analysis on O’Reilly Automotive

Insider Transactions at O’Reilly Automotive

In related news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction on 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 of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last ninety days. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Trading Up 0.5%

Shares of ORLY stock opened at $90.68 on Wednesday. The company has a market capitalization of $75.15 billion, a P/E ratio of 29.63, a P/E/G ratio of 1.99 and a beta of 0.53. The business’s 50 day moving average is $91.56 and its two-hundred day moving average is $93.17. 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, beating the consensus estimate of $0.69 by $0.03. The company 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%.O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the company earned $9.35 earnings per share. 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 3.24 earnings per share for the current fiscal year.

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.