Van Hulzen Asset Management LLC Invests $1.56 Million in O’Reilly Automotive, Inc. $ORLY

Posted by Geri Gentry on Sep 10th, 2026

Van Hulzen Asset Management LLC purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 16,915 shares of the specialty retailer’s stock, valued at approximately $1,558,000.

A number of other large investors have also added to or reduced their stakes in ORLY. California State Teachers Retirement System increased its stake in O’Reilly Automotive by 9,003.0% during the second quarter. California State Teachers Retirement System now owns 117,184,893 shares of the specialty retailer’s stock worth $10,791,557,000 after acquiring an additional 115,897,575 shares during the last quarter. BlackRock Inc. purchased a new position in shares of O’Reilly Automotive in the 2nd quarter worth approximately $5,950,042,000. Norges Bank bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Bank of New York Mellon Corp purchased a new stake in O’Reilly Automotive during the 2nd quarter valued at $1,023,936,000. Finally, Akre Capital Management LLC lifted its position in O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on ORLY. Citigroup reissued a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Morgan Stanley cut their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. TD Cowen reduced their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Weiss Ratings downgraded shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Finally, Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $107.24.

Get Our Latest Report on ORLY

O’Reilly Automotive Trading Up 0.2%

Shares of NASDAQ:ORLY opened at $86.08 on Thursday. The company has a market capitalization of $69.64 billion, a PE ratio of 27.41, a P/E/G ratio of 2.13 and a beta of 0.52. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The business’s fifty day simple moving average is $88.72 and its 200-day simple moving average is $90.43.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the company earned $0.78 earnings per share. 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. Research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Company Profile

(Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.