Pallas Capital Advisors LLC Takes $6.03 Million Position in O’Reilly Automotive, Inc. $ORLY

Posted by Brian Himes on Aug 18th, 2026

Pallas Capital Advisors LLC acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 65,479 shares of the specialty retailer’s stock, valued at approximately $6,030,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Caldwell Trust Co increased its stake in shares of O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after acquiring an additional 12,167 shares during the period. First National Bank of Mount Dora Trust Investment Services lifted its position in O’Reilly Automotive by 26.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after purchasing an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter worth approximately $3,908,000. Swiss National Bank boosted its stake in O’Reilly Automotive by 6.5% during the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock valued at $228,670,000 after purchasing an additional 152,100 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in O’Reilly Automotive by 6.6% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 90,800 shares of company stock worth $8,402,644. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $90.23 on Tuesday. The stock has a market capitalization of $72.99 billion, a P/E ratio of 28.74, a P/E/G ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The business’s fifty day moving average is $88.93 and its two-hundred day moving average is $91.28.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company’s revenue was up 8.1% compared to the same quarter last year. During the same period last year, the company posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have recently commented on ORLY. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a research note on Friday, July 24th. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Citigroup reiterated a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

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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.