W1M Asset Management Ltd Buys New Shares in O’Reilly Automotive, Inc. $ORLY

Posted by Brian Himes on Aug 23rd, 2026

W1M Asset Management Ltd purchased a new position in shares of 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 purchased 94,482 shares of the specialty retailer’s stock, valued at approximately $8,698,000.

A number of other hedge funds also recently made changes to their positions in the stock. Caldwell Trust Co boosted its holdings in O’Reilly Automotive by 1,255.6% in 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 last quarter. First National Bank of Mount Dora Trust Investment Services increased its stake in O’Reilly Automotive by 26.8% during 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 acquiring an additional 12,316 shares during the last quarter. Jefferies Financial Group Inc. purchased a new position in shares of O’Reilly Automotive in the 4th quarter worth about $3,908,000. Swiss National Bank raised its holdings in shares of O’Reilly Automotive by 6.5% in the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of O’Reilly Automotive by 6.6% in 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 and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $89.11 on Friday. The firm has a market capitalization of $72.09 billion, a PE ratio of 28.38, a price-to-earnings-growth ratio of 1.95 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock’s 50 day moving average price is $88.91 and its 200 day moving average price is $91.07.

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

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Andrew Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,200 shares of company stock valued at $568,684. Corporate insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets

ORLY has been the subject of a number of research reports. Raymond James Financial reiterated an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. TD Cowen dropped their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. One equities research 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 MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $107.24.

Check Out Our Latest Research Report on O’Reilly Automotive

O’Reilly Automotive Company 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.