O’Reilly Automotive, Inc. $ORLY Shares Acquired by Janus Henderson Group PLC

Janus Henderson Group PLC boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 38.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,062,102 shares of the specialty retailer’s stock after purchasing an additional 850,312 shares during the quarter. Janus Henderson Group PLC’s holdings in O’Reilly Automotive were worth $282,662,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares during the last quarter. State Street Corp grew its position in shares of O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after acquiring an additional 140,387 shares during the last quarter. Geode Capital Management LLC grew its position in shares of O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after acquiring an additional 372,896 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after acquiring an additional 2,964,945 shares during the period. Finally, Norges Bank acquired a new stake in shares of O’Reilly Automotive in the 4th quarter worth about $1,134,311,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive 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 transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 in the last ninety days. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Trading Down 3.6%

Shares of O’Reilly Automotive stock opened at $87.36 on Friday. 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 cap of $72.40 billion, a PE ratio of 27.82, a price-to-earnings-growth ratio of 2.00 and a beta of 0.51. The company’s 50-day moving average price is $88.22 and its two-hundred day moving average price is $91.69.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 291.77%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have issued reports on ORLY shares. Roth Capital reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research note on Monday, May 4th. Raymond James Financial restated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a research report on Friday, May 1st. Finally, Citigroup restated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $110.00.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: O’Reilly reported record second-quarter revenue of $4.89 billion, up 8.1% year over year and above the roughly $4.86 billion analyst estimate. Diluted EPS rose 10% to $0.86, matching or slightly exceeding consensus estimates. O’Reilly second-quarter results
• Positive Sentiment: Comparable-store sales increased 6.0%, while growth from professional customers supported the quarter and helped underpin the company’s 2026 outlook. O’Reilly Q2 earnings analysis
• Positive Sentiment: The company repurchased approximately $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. Continued repurchases could provide earnings-per-share support and signal management’s confidence in the business. O’Reilly repurchase analysis
• Neutral Sentiment: O’Reilly maintained fiscal 2026 EPS guidance of $3.20-$3.30 and revenue guidance of $18.9-$19.2 billion. The ranges broadly surround analyst expectations, limiting the impact of the guidance update. O’Reilly 2026 results
• Negative Sentiment: Morgan Stanley lowered its price target from $112 to $108, although it retained an Overweight rating. The target reduction, combined with the stock’s elevated valuation, may be contributing to profit-taking despite the earnings beat. Morgan Stanley target update

O’Reilly Automotive Company Profile

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.