Canada Post Corp Registered Pension Plan Increases Position in O’Reilly Automotive, Inc. $ORLY

Canada Post Corp Registered Pension Plan grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 54.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,525 shares of the specialty retailer’s stock after purchasing an additional 7,560 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in O’Reilly Automotive were worth $2,315,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Capital Investment Advisory Services LLC increased its holdings in shares of O’Reilly Automotive by 6.1% in the third quarter. Capital Investment Advisory Services LLC now owns 3,246 shares of the specialty retailer’s stock valued at $350,000 after purchasing an additional 188 shares during the last quarter. MONECO Advisors LLC increased its stake in shares of O’Reilly Automotive by 7.3% in the 3rd quarter. MONECO Advisors LLC now owns 5,943 shares of the specialty retailer’s stock worth $641,000 after acquiring an additional 403 shares during the last quarter. Waterloo Capital L.P. acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter worth $469,000. Legacy Financial Group Inc. purchased a new position in shares of O’Reilly Automotive during the 3rd quarter worth $233,000. Finally, Portside Wealth Group LLC increased its position in shares of O’Reilly Automotive by 8.8% during the third quarter. Portside Wealth Group LLC now owns 2,977 shares of the specialty retailer’s stock valued at $321,000 after acquiring an additional 242 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $94.22 on Friday. The business has a 50-day simple moving average of $94.98 and a 200-day simple moving average of $99.16. O’Reilly Automotive, Inc. has a one year low of $85.55 and a one year high of $108.71. The company has a market cap of $79.53 billion, a PE ratio of 31.80, a P/E/G ratio of 2.05 and a beta of 0.62.

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

Insiders Place Their Bets

In other news, SVP Philip M. Hopper sold 3,500 shares of the company’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 completion of the transaction, the senior vice president directly owned 4,792 shares of the company’s stock, valued at approximately $485,190. This represents a 42.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 value 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. The trade was a 98.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.01% of the company’s stock.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: JPMorgan kept an “overweight” rating on ORLY even after trimming its price target from $114 to $108, signaling continued confidence in medium‑term upside. Read More.
• Positive Sentiment: DA Davidson reiterated a “Buy” rating on ORLY, supporting demand from bullish institutional investors. Read More.
• Positive Sentiment: Evercore ISI issued a “Buy” on the stock, adding another pro‑growth analyst voice after the quarter. Read More.
• Positive Sentiment: Management set a 2026 comparable‑store sales target of 3%–5% and reiterated accelerated North American store expansion, supporting longer‑term revenue growth assumptions. Read More.
• Neutral Sentiment: Revenue trends remain healthy: Q4 revenue rose ~7.8% year‑over‑year, comps +5.6% and store count reached ~6,585 — shows steady business momentum but not enough by itself to offset guidance concerns. Read More.
• Neutral Sentiment: Several analyst notes and earnings summaries (Seeking Alpha, Yahoo highlights) emphasize ORLY remains attractive for long‑term holders despite near‑term headwinds. Read More.
• Negative Sentiment: Q4 EPS missed consensus by $0.01 (reported $0.71 vs $0.72) and FY2026 EPS guidance of $3.10–3.20 came in below the Street, creating downward pressure on near‑term expectations. Read More.
• Negative Sentiment: Following results, several analysts trimmed forecasts and some models were reduced — a catalyst for additional selling or more cautious positioning. Read More.
• Negative Sentiment: Robert W. Baird downgraded ORLY from “outperform” to “neutral” with a $96 target, reflecting more guarded near‑term outlook among some sell‑side firms. Read More.

Analysts Set New Price Targets

Several research firms recently weighed in on ORLY. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday. JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a research note on Friday. Finally, Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $110.58.

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.