O’Reilly Automotive, Inc. $ORLY Stock: Rakuten Investment Management Inc. Increases Holdings

Posted by Brian Himes on Nov 5th, 2026

Rakuten Investment Management Inc. increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 8.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 216,660 shares of the specialty retailer’s stock after purchasing an additional 16,535 shares during the period. Rakuten Investment Management Inc.’s holdings in O’Reilly Automotive were worth $18,648,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of ORLY. BlackRock Inc. bought a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $5,950,042,000. Bank of New York Mellon Corp bought a new position in shares of O’Reilly Automotive in the second quarter valued at $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of O’Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after buying an additional 141,915 shares in the last quarter. Amundi increased its holdings in O’Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer’s stock worth $784,449,000 after buying an additional 1,397,671 shares during the last quarter. Finally, Bank of America Corp DE bought a new position in shares of O’Reilly Automotive in the 2nd quarter valued at about $721,747,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Trading Up 2.6%

ORLY opened at $92.34 on Thursday. The company has a fifty day moving average price of $87.25 and a two-hundred day moving average price of $90.48. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $102.46. The company has a market cap of $74.70 billion, a P/E ratio of 27.60, a price-to-earnings-growth ratio of 2.14 and a beta of 0.55.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The business had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.02 billion. During the same quarter in the previous year, the business earned $0.85 EPS. The company’s quarterly revenue was up 8.8% on a year-over-year basis. On average, research analysts forecast that O’Reilly Automotive, Inc. will post 3.31 EPS for the current fiscal year.

Insider Buying and Selling

In other news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 6,000 shares of company stock valued at $550,530. Company insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on ORLY. UBS Group reissued a “buy” rating and set a $122.00 target price (up from $120.00) on shares of O’Reilly Automotive in a report on Thursday, October 29th. Citigroup restated a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Bank of America assumed coverage on O’Reilly Automotive in a research report on Monday, October 26th. They issued a “buy” rating and a $106.00 target price on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $111.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Tuesday, October 20th. Finally, Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Monday, October 26th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $108.00.

View Our Latest Research Report on O’Reilly Automotive

O’Reilly Automotive Profile

(Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.