ProShare Advisors LLC Acquires 11,572 Shares of O’Reilly Automotive, Inc. $ORLY

ProShare Advisors LLC lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 909,772 shares of the specialty retailer’s stock after purchasing an additional 11,572 shares during the quarter. ProShare Advisors LLC’s holdings in O’Reilly Automotive were worth $77,704,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vise Technologies Inc. raised its stake in shares of O’Reilly Automotive by 16.5% in the third quarter. Vise Technologies Inc. now owns 37,430 shares of the specialty retailer’s stock valued at $3,197,000 after acquiring an additional 5,307 shares in the last quarter. Cidel Asset Management Inc. grew its stake in O’Reilly Automotive by 10.0% during the 3rd quarter. Cidel Asset Management Inc. now owns 3,932 shares of the specialty retailer’s stock worth $336,000 after purchasing an additional 359 shares in the last quarter. Invera Wealth Advisors LLC increased its holdings in O’Reilly Automotive by 226.4% during the 3rd quarter. Invera Wealth Advisors LLC now owns 13,977 shares of the specialty retailer’s stock worth $1,194,000 after purchasing an additional 9,695 shares during the period. MGO One Seven LLC boosted its stake in shares of O’Reilly Automotive by 31.5% in the 3rd quarter. MGO One Seven LLC now owns 45,131 shares of the specialty retailer’s stock valued at $3,855,000 after buying an additional 10,802 shares during the period. Finally, Aprio Wealth Management LLC grew its position in shares of O’Reilly Automotive by 18.3% during the third quarter. Aprio Wealth Management LLC now owns 7,017 shares of the specialty retailer’s stock worth $599,000 after buying an additional 1,085 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive News Summary

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

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $88.12 on Monday. The stock has a 50 day moving average of $87.20 and a two-hundred day moving average of $90.53. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46. The stock has a market capitalization of $71.29 billion, a price-to-earnings ratio of 27.03, a PEG ratio of 2.11 and a beta of 0.55.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The company had revenue of $5.12 billion during the quarter, compared to analysts’ expectations of $5.02 billion. During the same quarter last year, the business earned $0.85 EPS. The business’s revenue was up 8.8% on a year-over-year basis. Equities analysts predict that O’Reilly Automotive, Inc. will post 3.31 earnings per share for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction 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 owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,000 shares of company stock valued at $550,530. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

ORLY has been the subject of several recent analyst reports. DA Davidson reaffirmed a “buy” rating and set a $106.00 price objective on shares of O’Reilly Automotive in a research report on Wednesday, September 16th. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. TD Cowen lowered their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Robert W. Baird set a $100.00 price objective on O’Reilly Automotive and gave the stock a “neutral” rating in a research report on Friday, July 31st. Finally, The Goldman Sachs Group reiterated a “conviction-buy” rating and issued a $104.00 price objective on shares of O’Reilly Automotive in a report on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus price target of $107.89.

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.