Bessemer Group Inc. Has $16.71 Million Holdings in O’Reilly Automotive, Inc. $ORLY

Posted by Francis Steltz on Jul 19th, 2026

Bessemer Group Inc. trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 90.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 181,014 shares of the specialty retailer’s stock after selling 1,789,715 shares during the quarter. Bessemer Group Inc.’s holdings in O’Reilly Automotive were worth $16,710,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Independent Financial Group LLC acquired a new position in O’Reilly Automotive in the 1st quarter valued at $339,000. Aware Super Pty Ltd as trustee of Aware Super acquired a new stake in shares of O’Reilly Automotive during the 1st quarter worth $17,411,000. Quartz Partners LLC grew its holdings in shares of O’Reilly Automotive by 6.5% during the 1st quarter. Quartz Partners LLC now owns 13,604 shares of the specialty retailer’s stock worth $1,256,000 after purchasing an additional 826 shares in the last quarter. D.A. Davidson & CO. increased its position in shares of O’Reilly Automotive by 1.9% in the first quarter. D.A. Davidson & CO. now owns 65,344 shares of the specialty retailer’s stock worth $6,032,000 after purchasing an additional 1,204 shares during the period. Finally, Sigma Planning Corp raised its stake in O’Reilly Automotive by 14.8% in the first quarter. Sigma Planning Corp now owns 21,700 shares of the specialty retailer’s stock valued at $2,003,000 after purchasing an additional 2,804 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

ORLY has been the subject of several recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Citigroup restated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. TD Cowen reaffirmed a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Evercore reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $110.70.

Read Our Latest Report on ORLY

Insider Transactions at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director directly owned 4,000 shares in the company, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred 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 sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Down 0.2%

Shares of ORLY stock opened at $86.05 on Friday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company has a market cap of $71.31 billion, a P/E ratio of 28.12, a P/E/G ratio of 1.90 and a beta of 0.51. The business has a fifty day simple moving average of $88.76 and a 200 day simple moving average of $91.90.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data 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. 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 period last year, the firm 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. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

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.