Glenview Trust Co lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 7.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 160,188 shares of the specialty retailer’s stock after purchasing an additional 11,178 shares during the period. Glenview Trust Co’s holdings in O’Reilly Automotive were worth $13,682,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently made changes to their positions in ORLY. BlackRock Inc. purchased a new position in shares of O’Reilly Automotive in the second quarter valued at about $5,950,042,000. Bank of New York Mellon Corp purchased a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of O’Reilly Automotive by 1.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after buying an additional 141,915 shares during the period. Amundi raised its holdings in shares of O’Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer’s stock valued at $784,449,000 after acquiring an additional 1,397,671 shares in the last quarter. Finally, Bank of America Corp DE bought a new position in shares of O’Reilly Automotive during the second quarter valued at approximately $721,747,000. Institutional investors own 85.00% of the company’s stock.
Key O’Reilly Automotive News
Here are the key news stories impacting O’Reilly Automotive this week:
- Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
- Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
- Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
- Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
- Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
- Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway
Analyst Upgrades and Downgrades
Several research firms recently weighed in on ORLY. DA Davidson reiterated a “buy” rating and issued a $106.00 price target on shares of O’Reilly Automotive in a report on Wednesday, September 16th. The Goldman Sachs Group reaffirmed a “conviction-buy” rating and issued a $104.00 target price on shares of O’Reilly Automotive in a research report on Friday. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 target price (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. Sanford C. Bernstein began coverage on shares of O’Reilly Automotive in a research note on Tuesday, September 29th. They set a “market perform” rating and a $94.00 target price on the stock. Finally, Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $107.89.
Insider Transactions at O’Reilly Automotive
In other news, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at $17,577. The trade was a 94.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,000 shares of company stock valued at $550,530 in the last ninety days. 0.77% of the stock is currently owned by corporate insiders.
O’Reilly Automotive Stock Up 0.1%
ORLY opened at $88.12 on Friday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $102.46. The stock has a market cap of $71.29 billion, a PE ratio of 27.03, a PEG ratio of 2.12 and a beta of 0.54. The business has a 50 day moving average of $87.20 and a 200-day moving average of $90.53.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The company had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.02 billion. During the same period last year, the business earned $0.85 EPS. O’Reilly Automotive’s quarterly revenue was up 8.8% compared to the same quarter last year. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.28 EPS for the current year.
O’Reilly Automotive Profile
O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.
Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.
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