1,855,002 Shares in O’Reilly Automotive, Inc. $ORLY Bought by William Blair Investment Management LLC

Posted by Stanley Muller on Aug 22nd, 2026

William Blair Investment Management LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 1,855,002 shares of the specialty retailer’s stock, valued at approximately $170,827,000. William Blair Investment Management LLC owned approximately 0.23% of O’Reilly Automotive at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. BlackRock Inc. bought a new stake in shares of O’Reilly Automotive in the second quarter valued at about $5,950,042,000. State Street Corp boosted its position in shares of O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after buying an additional 140,387 shares during the period. Geode Capital Management LLC boosted its position in shares of O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Finally, Wellington Management Group LLP grew its holdings in shares of O’Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after buying an additional 2,964,945 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

ORLY has been the topic of a number of recent research reports. Roth Capital reissued a “buy” rating and issued a $111.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen decreased their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a report on Wednesday, July 15th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Mizuho increased 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. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Read Our Latest Research Report on ORLY

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $89.11 on Friday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The company has a market cap of $72.09 billion, a P/E ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51. The stock’s 50-day simple moving average is $88.91 and its 200 day simple moving average is $91.07.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 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.