Nippon Life Global Investors Americas Inc. Purchases Shares of 22,740 O’Reilly Automotive, Inc. $ORLY

Nippon Life Global Investors Americas Inc. purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 22,740 shares of the specialty retailer’s stock, valued at approximately $2,094,000.

A number of other large investors have also modified their holdings of the stock. Caldwell Trust Co raised its holdings in shares of O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after purchasing an additional 12,167 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services grew its stake in shares of O’Reilly Automotive by 26.8% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after purchasing an additional 12,316 shares in the last quarter. Jefferies Financial Group Inc. acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after buying an additional 115,447 shares during the last quarter. Finally, Swiss National Bank raised its stake in O’Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock valued at $228,670,000 after buying an additional 152,100 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORLY. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a report on Friday, July 24th. Morgan Stanley cut their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Mizuho boosted their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Roth Capital reaffirmed a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, TD Cowen dropped their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 90,800 shares of company stock valued at $8,402,644. Insiders own 0.77% of the company’s stock.

Trending Headlines about 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

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $91.05 on Monday. The company has a market capitalization of $73.66 billion, a P/E ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51. 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 50-day simple moving average of $88.91 and a 200-day simple moving average of $91.35.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the company posted $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. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

About O’Reilly Automotive

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.