BNP Paribas Financial Markets Acquires 1,242,846 Shares of O’Reilly Automotive, Inc. $ORLY

Posted by Geri Gentry on May 31st, 2026

BNP Paribas Financial Markets boosted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 77.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 2,853,830 shares of the specialty retailer’s stock after buying an additional 1,242,846 shares during the quarter. BNP Paribas Financial Markets’ holdings in O’Reilly Automotive were worth $260,298,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in ORLY. Norges Bank bought a new stake in O’Reilly Automotive during the fourth quarter valued at approximately $1,134,311,000. Akre Capital Management LLC lifted its holdings in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Alphinity Investment Management Pty Ltd purchased a new position in O’Reilly Automotive during the third quarter valued at approximately $435,620,000. Ameriprise Financial Inc. lifted its holdings in O’Reilly Automotive by 1,316.5% during the second 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. lifted its holdings in O’Reilly Automotive by 1,277.3% during the second 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. 85.00% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

ORLY has been the topic of several analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Roth Mkm reissued a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Check Out Our Latest Stock Analysis on ORLY

O’Reilly Automotive Stock Performance

ORLY stock opened at $86.88 on Friday. O’Reilly Automotive, Inc. has a one year low of $86.42 and a one year high of $108.71. The company’s fifty day moving average price is $91.86 and its 200-day moving average price is $94.06. The company has a market capitalization of $72.00 billion, a PE ratio of 28.39, a price-to-earnings-growth ratio of 1.92 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the firm earned $9.35 earnings per share. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Activity at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of the company’s 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 owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 104,530 shares of company stock worth $9,709,404 over the last ninety days. 0.77% of the stock is owned by corporate insiders.

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.