O’Reilly Automotive, Inc. $ORLY Shares Sold by Sumitomo Mitsui Trust Group Inc.

Posted by Stanley Muller on Nov 2nd, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 4.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,951,370 shares of the specialty retailer’s stock after selling 82,107 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.24% of O’Reilly Automotive worth $166,667,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Mirae Asset Global Investments Co. Ltd. purchased a new position in O’Reilly Automotive in the third quarter valued at about $53,490,000. ProShare Advisors LLC lifted its position in shares of O’Reilly Automotive by 1.3% during the third quarter. ProShare Advisors LLC now owns 909,772 shares of the specialty retailer’s stock valued at $77,704,000 after buying an additional 11,572 shares during the last quarter. Vise Technologies Inc. boosted its holdings in shares of O’Reilly Automotive by 16.5% in the 3rd quarter. Vise Technologies Inc. now owns 37,430 shares of the specialty retailer’s stock valued at $3,197,000 after buying an additional 5,307 shares in the last quarter. Cidel Asset Management Inc. boosted its holdings in shares of O’Reilly Automotive by 10.0% in the 3rd quarter. Cidel Asset Management Inc. now owns 3,932 shares of the specialty retailer’s stock valued at $336,000 after buying an additional 359 shares in the last quarter. Finally, Invera Wealth Advisors LLC boosted its holdings in shares of O’Reilly Automotive by 226.4% in the 3rd quarter. Invera Wealth Advisors LLC now owns 13,977 shares of the specialty retailer’s stock valued at $1,194,000 after buying an additional 9,695 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive News Roundup

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

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 6,000 shares of company stock worth $550,530 over the last 90 days. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $88.12 on Monday. The company has a market capitalization of $71.29 billion, a price-to-earnings ratio of 27.03, a PEG ratio of 2.11 and a beta of 0.55. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $102.46. The stock’s 50-day moving average price is $87.20 and its 200-day moving average price is $90.53.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The firm had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.02 billion. During the same quarter in the previous year, the business earned $0.85 EPS. O’Reilly Automotive’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently commented on ORLY shares. Sanford C. Bernstein assumed 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 price objective for the company. Bank of America assumed coverage on shares of O’Reilly Automotive in a research note on Monday, October 26th. They issued a “buy” rating and a $106.00 target price for the company. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Wells Fargo & Company increased their price objective on O’Reilly Automotive from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $107.89.

Read Our Latest Stock Analysis on ORLY

O’Reilly Automotive Profile

(Free Report)

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.