O’Reilly Automotive, Inc. $ORLY Shares Bought by New York State Teachers Retirement System

New York State Teachers Retirement System grew its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 659,493 shares of the specialty retailer’s stock after purchasing an additional 5,259 shares during the quarter. New York State Teachers Retirement System owned approximately 0.08% of O’Reilly Automotive worth $60,152,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive in the fourth quarter worth $25,000. True Wealth Design LLC lifted its position 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 worth $29,000 after buying an additional 152 shares during the last quarter. IAG Wealth Partners LLC bought a new position in shares of O’Reilly Automotive in the 3rd quarter worth about $31,000. Westfuller Advisors LLC acquired a new position in shares of O’Reilly Automotive in the 3rd quarter valued at about $32,000. Finally, Financial Consulate Inc. acquired a new position in shares of O’Reilly Automotive in the 3rd quarter valued at about $34,000. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on ORLY shares. Morgan Stanley reiterated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research note on Thursday. Mizuho set a $105.00 target price on O’Reilly Automotive and gave the company an “outperform” rating in a research note on Friday, February 6th. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Citigroup dropped their price target on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Finally, Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $110.26.

Key O’Reilly Automotive News

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

• Positive Sentiment: Q1 beat consensus on both EPS and revenue: GAAP EPS $0.72 vs. $0.69 est., and revenue $4.56B vs. $4.46B est.; revenue was up ~10.2% year-over-year, driving record quarterly results. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Strong same-store sales momentum — O’Reilly delivered its 33rd consecutive year of positive comp growth, supporting confidence in demand and store-level performance. O’Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth
• Positive Sentiment: Management cited margin gains and stronger cash flow; analysts noted profit and cash-flow growth driven by higher comps and operational leverage. These fundamentals help justify the strong market reaction. O’Reilly Q1 Earnings Surpass Estimates on Strong Comps Growth
• Neutral Sentiment: FY‑2026 guidance set to EPS $3.150–3.250 (company midpoint slightly near analyst consensus of ~$3.23) and revenue guidance $18.7B–$19.0B (top of range equals consensus). Guidance is essentially in-line but a touch cautious on the low end, so markets will parse the cadence of the year. O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
• Negative Sentiment: Return on equity showed a large negative figure (reported in summaries), a metric investors may scrutinize—likely impacted by capital structure and buybacks—but it can raise governance/profitability questions despite strong operating results. O’Reilly Automotive Earnings Data & Transcript
• Neutral Sentiment: Full conference call / transcript is available for details on margin drivers, parts inventory, and share‑repurchase plans—items that will influence whether the beat sustains. O’Reilly Automotive, Inc. (ORLY) Q1 2026 Earnings Call Transcript

O’Reilly Automotive Trading Up 8.4%

ORLY opened at $99.40 on Friday. The business’s 50 day moving average is $92.51 and its 200-day moving average is $94.96. The stock has a market cap of $83.17 billion, a PE ratio of 32.48, a price-to-earnings-growth ratio of 2.03 and a beta of 0.60. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 270.31% and a net margin of 14.30%.The business’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the prior year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.23 EPS 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.