Vestmark Advisory Solutions Inc. Has $5.57 Million Stake in O’Reilly Automotive, Inc. $ORLY

Vestmark Advisory Solutions Inc. boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 34.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,657 shares of the specialty retailer’s stock after purchasing an additional 13,100 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in O’Reilly Automotive were worth $5,569,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in ORLY. True Wealth Design LLC increased its stake in shares of O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 152 shares during the last quarter. Canton Hathaway LLC raised its stake in O’Reilly Automotive by 1,400.0% during the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 280 shares in the last quarter. Westfuller Advisors LLC bought a new position in shares of O’Reilly Automotive in the third quarter worth about $32,000. Nemes Rush Group LLC boosted its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 294 shares in the last quarter. Finally, United Community Bank grew its holdings in shares of O’Reilly Automotive by 75.0% during the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $93.50 on Monday. O’Reilly Automotive, Inc. has a 52 week low of $85.55 and a 52 week high of $108.71. The stock has a 50 day moving average price of $94.37 and a two-hundred day moving average price of $98.80. The stock has a market capitalization of $78.92 billion, a PE ratio of 31.55, a price-to-earnings-growth ratio of 2.09 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the previous year, the firm earned $9.50 earnings per share. The company’s revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analyst Ratings Changes

ORLY has been the topic of a number of research reports. Citigroup decreased their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. Barclays set a $91.00 target price on O’Reilly Automotive and gave the company an “equal weight” rating in a research report on Monday, October 27th. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. UBS Group set a $114.00 price objective on shares of O’Reilly Automotive in a research report on Friday, February 6th. Finally, Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $110.26.

More O’Reilly Automotive News

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

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

Insiders Place Their Bets

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the completion of the transaction, the senior vice president owned 28 shares in the company, valued at approximately $2,836.68. This represents a 98.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at $485,190. This trade represents a 42.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.01% of the company’s stock.

O’Reilly Automotive 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.