Clearstead Trust LLC Buys Shares of 12,345 O’Reilly Automotive, Inc. $ORLY

Clearstead Trust LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the second quarter, HoldingsChannel.com reports. The firm purchased 12,345 shares of the specialty retailer’s stock, valued at approximately $1,137,000.

Several other hedge funds and other institutional investors have also made changes to their positions in ORLY. Norges Bank bought a new stake in O’Reilly Automotive in the fourth quarter valued at about $1,134,311,000. Akre Capital Management LLC boosted its holdings in O’Reilly Automotive by 989.3% during 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. Wellington Management Group LLP boosted its holdings in O’Reilly Automotive by 25.1% during the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of O’Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. grew its position in shares of O’Reilly Automotive by 1,277.3% during the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after buying an additional 2,176,568 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Activity

In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the business’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 sale, the senior vice president directly owned 189 shares in the company, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 93,395 shares of company stock worth $8,632,743. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $91.05 on Friday. The business’s 50-day simple moving average is $88.91 and its 200-day simple moving average is $91.41. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The stock has a market capitalization of $73.66 billion, a PE ratio of 29.00, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the prior year, the firm earned $0.78 earnings per share. The firm’s revenue 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. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on ORLY shares. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $107.24.

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.