Thrivent Financial for Lutherans Buys 88,896 Shares of O’Reilly Automotive, Inc. $ORLY

Posted by Brian Himes on May 17th, 2026

Thrivent Financial for Lutherans raised its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 31.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 370,954 shares of the specialty retailer’s stock after buying an additional 88,896 shares during the period. Thrivent Financial for Lutherans’ holdings in O’Reilly Automotive were worth $33,884,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in ORLY. Akre Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the last quarter. Alphinity Investment Management Pty Ltd purchased a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $435,620,000. Rakuten Investment Management Inc. purchased a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $365,417,000. Ameriprise Financial Inc. boosted its stake in shares of O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after purchasing an additional 2,814,071 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its stake in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after purchasing an additional 2,176,568 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of research reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. TD Cowen reaffirmed a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Mizuho upped their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, JPMorgan Chase & Co. cut their price objective on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

View Our Latest Stock Report on O’Reilly Automotive

O’Reilly Automotive Stock Down 1.3%

Shares of ORLY opened at $88.49 on Friday. The stock has a market capitalization of $73.33 billion, a P/E ratio of 28.92, a PEG ratio of 1.95 and a beta of 0.58. The firm has a fifty day simple moving average of $92.22 and a two-hundred day simple moving average of $94.36. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.25 EPS for the current fiscal year.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.77% of the company’s stock.

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.