Rep. Kevin Hern Unloads Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in O’Reilly Automotive stock on September 2nd. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of CenterPoint Energy (NYSE:CNP) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of TJX Companies (NYSE:TJX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of STERIS (NYSE:STE) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of IQVIA (NYSE:IQV) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Emerson Electric (NYSE:EMR) on 9/14/2026.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY traded down $0.42 during mid-day trading on Tuesday, reaching $86.08. 555,913 shares of the company were exchanged, compared to its average volume of 6,511,625. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The firm’s 50-day simple moving average is $88.52 and its 200 day simple moving average is $89.65. The firm has a market cap of $69.64 billion, a price-to-earnings ratio of 27.42, a P/E/G ratio of 2.14 and a beta of 0.52.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s 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 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analyst Ratings Changes

ORLY has been the topic of a number of research reports. The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. TD Cowen dropped their price target on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Citigroup reiterated a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Finally, Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $106.50.

Insiders Place Their Bets

In other news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Christopher Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 6,000 shares of company stock valued at $550,530. Insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On O’Reilly Automotive

Hedge funds and other institutional investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in O’Reilly Automotive during the second quarter worth $5,950,042,000. Geode Capital Management LLC raised its holdings in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after acquiring an additional 372,896 shares during the last quarter. Norges Bank acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $1,134,311,000. Bank of New York Mellon Corp purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at $1,023,936,000. Finally, Goldman Sachs Group Inc. increased its stake in O’Reilly Automotive by 9.8% in the fourth quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.