National Pension Service Has $209.89 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Posted by Brian Himes on Sep 11th, 2026

National Pension Service lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.0% during the second quarter, HoldingsChannel reports. The firm owned 2,279,184 shares of the specialty retailer’s stock after buying an additional 43,770 shares during the quarter. National Pension Service’s holdings in O’Reilly Automotive were worth $209,890,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive during the fourth quarter worth about $27,000. Kelleher Financial Advisors bought a new position in O’Reilly Automotive during the second quarter worth about $28,000. Fiduciary Financial Advisors acquired a new position in O’Reilly Automotive in the second quarter valued at about $28,000. Finally, Whipplewood Advisors LLC grew its stake in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 0.7%

NASDAQ:ORLY opened at $85.51 on Friday. The firm has a market capitalization of $69.17 billion, a price-to-earnings ratio of 27.23, a price-to-earnings-growth ratio of 2.14 and a beta of 0.52. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The stock’s 50 day moving average price is $88.63 and its two-hundred day moving average price is $90.37.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share 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 business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the previous year, the company earned $0.78 earnings per share. The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Roth Capital reaffirmed a “buy” rating and set a $111.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen decreased their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. DA Davidson set a $106.00 target price on O’Reilly Automotive in a research note on Friday, July 31st. Weiss Ratings downgraded shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. Finally, Citigroup reaffirmed a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.24.

Get Our Latest Stock Report on ORLY

Insider Activity

In related news, SVP Christopher Mancini sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the transaction, the director owned 18,675 shares of the company’s stock, valued at $1,640,225.25. The trade was a 5.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,000 shares of company stock valued at $550,530 in the last quarter. Company insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

(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.