Night Squared LP Acquires 19,051 Shares of O’Reilly Automotive, Inc. $ORLY

Posted by Francis Steltz on Jun 17th, 2026

Night Squared LP increased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 33.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,025 shares of the specialty retailer’s stock after buying an additional 19,051 shares during the quarter. O’Reilly Automotive accounts for 2.0% of Night Squared LP’s portfolio, making the stock its 20th largest position. Night Squared LP’s holdings in O’Reilly Automotive were worth $6,934,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive in the fourth quarter worth approximately $25,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive during the 3rd quarter worth approximately $31,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive during the 4th quarter worth approximately $27,000. Finally, Ares Financial Consulting LLC bought a new position in O’Reilly Automotive during the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

In related news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value 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. The trade was a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last ninety days. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $90.68 on Wednesday. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71. The firm has a market capitalization of $75.15 billion, a P/E ratio of 29.63, a PEG ratio of 1.99 and a beta of 0.53. The business has a fifty day moving average of $91.56 and a 200 day moving average of $93.17.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings data 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 negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the previous year, the company posted $9.35 earnings per share. O’Reilly Automotive’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. Analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

ORLY has been the topic of a number of recent analyst reports. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen reissued 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. DA Davidson lifted their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. One 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’s stock. According to data from MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

Read Our Latest Analysis on ORLY

O’Reilly Automotive Company 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.