O’Reilly Automotive, Inc. $ORLY Stake Decreased by Edgestream Partners L.P.

Edgestream Partners L.P. lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 66.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,202 shares of the specialty retailer’s stock after selling 57,466 shares during the period. Edgestream Partners L.P.’s holdings in O’Reilly Automotive were worth $2,696,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Caldwell Trust Co lifted its holdings in O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares during the period. Jefferies Financial Group Inc. bought a new position in O’Reilly Automotive in the 4th quarter valued at about $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in O’Reilly Automotive by 6.6% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after buying an additional 115,447 shares during the period. Goldman Sachs Group Inc. increased its stake in O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after buying an additional 835,518 shares during the period. Finally, Marble Wealth LLC bought a new stake in shares of O’Reilly Automotive during the 4th quarter worth about $2,559,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In other news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 105,730 shares of company stock worth $9,815,388. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Up 2.3%

Shares of O’Reilly Automotive stock opened at $89.35 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The stock has a market cap of $74.05 billion, a PE ratio of 28.46, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51. The business has a fifty day simple moving average of $88.18 and a 200-day simple moving average of $91.68.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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 firm 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 232.45% and a net margin of 14.27%.O’Reilly Automotive’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ORLY. Roth Capital reaffirmed a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a research note on Friday. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday. Evercore reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Finally, Morgan Stanley decreased their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $108.44.

More O’Reilly Automotive News

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

• Positive Sentiment: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales
• Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases
• Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target.
• Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions.

O’Reilly Automotive 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.