237,749 O’Reilly Automotive, Inc. $ORLY Shares Bought by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,940.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 250,000 shares of the specialty retailer’s stock after buying an additional 237,749 shares during the quarter. International Assets Investment Management LLC’s holdings in O’Reilly Automotive were worth $21,352,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in ORLY. Kelleher Financial Advisors bought a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $28,000. Fiduciary Financial Advisors acquired a new position in O’Reilly Automotive in the 2nd quarter valued at approximately $28,000. Whipplewood Advisors LLC increased its position in O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares during the period. Bell Investment Advisors Inc acquired a new position in O’Reilly Automotive in the 2nd quarter valued at approximately $29,000. Finally, MidFirst Bank bought a new position in shares of O’Reilly Automotive during the second quarter valued at $34,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

Analysts Set New Price Targets

A number of equities analysts have recently commented on ORLY shares. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Thursday. Roth Capital reissued a “buy” rating and issued a $111.00 price objective (up from $109.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. Bank of America assumed coverage on O’Reilly Automotive in a report on Monday, October 26th. They issued a “buy” rating and a $106.00 price objective for the company. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $111.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. Finally, Weiss Ratings lowered O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.89.

O’Reilly Automotive Trading Up 0.1%

Shares of ORLY opened at $88.12 on Friday. The stock has a market capitalization of $71.29 billion, a P/E ratio of 27.03, a price-to-earnings-growth ratio of 2.12 and a beta of 0.54. The firm’s fifty day simple moving average is $87.20 and its two-hundred day simple moving average is $90.53. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $102.46.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The firm had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.02 billion. During the same period last year, the business posted $0.85 EPS. The business’s revenue was up 8.8% compared to the same quarter last year. As a group, research analysts predict that O’Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year.

Insider Activity at O’Reilly Automotive

In related news, Director Thomas Hendrickson sold 1,000 shares of the company’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the sale, the director owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,000 shares of company stock worth $550,530 in the last 90 days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.