O’Reilly Automotive, Inc. $ORLY is DE Burlo Group Inc.’s 8th Largest Position

Posted by George Bondi on Jun 14th, 2026

DE Burlo Group Inc. increased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 15.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 381,725 shares of the specialty retailer’s stock after purchasing an additional 50,100 shares during the period. O’Reilly Automotive makes up about 4.2% of DE Burlo Group Inc.’s investment portfolio, making the stock its 8th largest position. DE Burlo Group Inc.’s holdings in O’Reilly Automotive were worth $34,817,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Sivia Capital Partners LLC grew its position in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares in the last quarter. NewEdge Advisors LLC increased its stake in O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the last quarter. Sei Investments Co. raised its position in O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas lifted its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction dated 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 sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. The trade was a 52.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on ORLY. Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Evercore restated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. TD Cowen restated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Check Out Our Latest Analysis on O’Reilly Automotive

O’Reilly Automotive Stock Up 1.0%

ORLY opened at $91.02 on Friday. The business has a fifty day moving average of $91.60 and a 200 day moving average of $93.37. The stock has a market cap of $75.43 billion, a P/E ratio of 29.75, a PEG ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the firm posted $9.35 earnings per share. The business’s 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. Equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

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.