Empowered Funds LLC Makes New Investment in O’Reilly Automotive, Inc. $ORLY

Posted by Francis Steltz on Aug 28th, 2026

Empowered Funds LLC acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 368,373 shares of the specialty retailer’s stock, valued at approximately $33,923,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC purchased a new stake in O’Reilly Automotive during the 4th quarter worth about $27,000. Kelleher Financial Advisors purchased a new stake in O’Reilly Automotive during the 2nd quarter worth about $28,000. Fiduciary Financial Advisors acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth about $28,000. Finally, Whipplewood Advisors LLC boosted its position in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 295 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares in the company, valued at approximately $17,577. This represents 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 link. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Trading Down 1.9%

Shares of ORLY opened at $87.83 on Friday. The firm has a market cap of $71.05 billion, a PE ratio of 27.97, a price-to-earnings-growth ratio of 1.96 and a beta of 0.51. The company’s 50 day simple moving average is $88.96 and its 200-day simple moving average is $90.86. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released 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. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the prior year, the firm earned $0.78 EPS. O’Reilly Automotive’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently weighed in on ORLY. DA Davidson set a $106.00 target price on O’Reilly Automotive in a research 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. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen decreased 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 note on Friday, July 31st. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. 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 company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Check Out Our Latest Stock Analysis on ORLY

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.