World Investment Advisors Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

World Investment Advisors boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 31.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 25,798 shares of the specialty retailer’s stock after buying an additional 6,186 shares during the period. World Investment Advisors’ holdings in O’Reilly Automotive were worth $2,199,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in ORLY. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter worth $25,000. IAG Wealth Partners LLC purchased a new position in shares of O’Reilly Automotive in the 3rd quarter worth $31,000. Westfuller Advisors LLC purchased a new position in shares of O’Reilly Automotive in the 3rd quarter worth $32,000. United Community Bank grew its stake in shares of O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after buying an additional 135 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter worth $34,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on ORLY. UBS Group lifted their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Citigroup reaffirmed a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. JPMorgan Chase & Co. dropped their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Trading Down 1.3%

ORLY stock opened at $88.49 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The company has a 50-day moving average price of $92.22 and a 200 day moving average price of $94.36. The stock has a market cap of $73.33 billion, a PE ratio of 28.92, a P/E/G ratio of 1.97 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the company earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.25 EPS for the current year.

Insider Activity

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by insiders.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

O’Reilly Automotive Company 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.