O’Reilly Automotive, Inc. $ORLY is Long Road Investment Counsel LLC’s Largest Position

Posted by Brian Himes on Jul 21st, 2026

Long Road Investment Counsel LLC raised its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 303,265 shares of the specialty retailer’s stock after purchasing an additional 8,500 shares during the quarter. O’Reilly Automotive comprises approximately 11.0% of Long Road Investment Counsel LLC’s holdings, making the stock its biggest holding. Long Road Investment Counsel LLC’s holdings in O’Reilly Automotive were worth $27,994,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in ORLY. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive during the 4th quarter worth about $25,000. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at approximately $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at approximately $27,000. Whipplewood Advisors LLC lifted its position in O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its position in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Down 1.8%

Shares of NASDAQ ORLY opened at $84.53 on Tuesday. The stock’s 50 day moving average price is $88.63 and its two-hundred day moving average price is $91.85. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a market capitalization of $70.05 billion, a P/E ratio of 27.62, a PEG ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the company posted $9.35 earnings per share. The firm’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were 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 in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on ORLY. Evercore reissued an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup reissued a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Roth Capital reaffirmed a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a research 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 stock. According to data from MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.70.

Read Our Latest Report on O’Reilly Automotive

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.