California State Teachers Retirement System Has $118.83 Million Stock Holdings in O’Reilly Automotive, Inc. $ORLY

California State Teachers Retirement System decreased its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 1,287,318 shares of the specialty retailer’s stock after selling 31,695 shares during the quarter. California State Teachers Retirement System’s holdings in O’Reilly Automotive were worth $118,832,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Sivia Capital Partners LLC lifted its stake in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the period. NewEdge Advisors LLC grew its position in shares of O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after buying an additional 65,067 shares during the period. Sei Investments Co. increased its stake in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after acquiring an additional 444,371 shares during the last quarter. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company raised its position in shares of O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on ORLY. DA Davidson set a $114.00 price objective on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. Roth Capital reiterated a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a report on Monday, May 4th. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $110.22.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last 90 days. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive News Summary

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

• Positive Sentiment: O’Reilly reported record second-quarter revenue and earnings. Diluted EPS rose 10% year over year to $0.86, exceeding the Zacks consensus estimate of $0.85 and matching other estimates of $0.86. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable-store sales increased 6.0%, while total revenue grew 8.1% year over year, indicating continued demand for automotive aftermarket products. O’Reilly Automotive Reports Second Quarter 2026 Results
• Positive Sentiment: Capital returns and cash generation were strong: O’Reilly repurchased $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Fiscal 2026 EPS guidance of $3.20-$3.30 is centered at $3.25, essentially matching consensus. Revenue guidance of $18.9 billion-$19.2 billion also brackets the $19.1 billion consensus, offering limited evidence of an outlook upgrade. O’Reilly Automotive Guidance and Earnings Details
• Negative Sentiment: Because management did not materially raise its full-year outlook after the quarterly beat, investors may view the results as strong but already reflected in the valuation. That lack of an upside revision likely helps explain the stock’s softer response.

O’Reilly Automotive Price Performance

ORLY opened at $90.63 on Thursday. The business’s 50-day moving average price is $88.32 and its two-hundred day moving average price is $91.74. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The company has a market capitalization of $75.11 billion, a price-to-earnings ratio of 29.62, a P/E/G ratio of 2.01 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Sell-side analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal 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.