Johnson Financial Group Inc. Buys Shares of 35,726 O’Reilly Automotive, Inc. $ORLY

Posted by George Bondi on Aug 20th, 2026

Johnson Financial Group Inc. bought a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 35,726 shares of the specialty retailer’s stock, valued at approximately $3,290,000.

Other hedge funds also recently modified their holdings of the company. Sivia Capital Partners LLC lifted its stake in shares of O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC increased its position 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 buying an additional 65,067 shares during the last quarter. Sei Investments Co. increased 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 worth $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas raised its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its holdings in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Trading Up 0.5%

Shares of NASDAQ ORLY opened at $91.20 on Thursday. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The firm has a market capitalization of $73.78 billion, a price-to-earnings ratio of 29.04, a PEG ratio of 1.98 and a beta of 0.51. The business has a fifty day simple moving average of $88.97 and a 200 day simple moving average of $91.15.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the firm earned $0.78 EPS. The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Citigroup reissued a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Robert W. Baird set a $100.00 target price on O’Reilly Automotive in a research report on Friday, July 31st. DA Davidson set a $106.00 price target on O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings raised shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Finally, Raymond James Financial restated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Get Our Latest Analysis on ORLY

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.