AustralianSuper Pty Ltd Has $2.87 Million Stake in O’Reilly Automotive, Inc. $ORLY

AustralianSuper Pty Ltd decreased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 20.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,480 shares of the specialty retailer’s stock after selling 8,324 shares during the period. AustralianSuper Pty Ltd’s holdings in O’Reilly Automotive were worth $2,871,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vestmark Advisory Solutions Inc. increased its holdings in shares of O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after purchasing an additional 13,100 shares during the period. Vanguard Group Inc. increased its holdings in shares of O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares during the period. Overbrook Management Corp increased its holdings in shares of O’Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after purchasing an additional 19,171 shares during the period. Atlantic Union Bankshares Corp increased its holdings in shares of O’Reilly Automotive by 336.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after purchasing an additional 33,103 shares during the period. Finally, Alphinity Investment Management Pty Ltd bought a new position in shares of O’Reilly Automotive during the 3rd quarter worth about $435,620,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Buying and Selling

In other news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 transaction of $350,020.00. Following the transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

Wall Street Analyst Weigh In

ORLY has been the topic of several research reports. Evercore restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson boosted their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Stock Down 1.3%

NASDAQ:ORLY opened at $88.49 on Friday. The firm has a market cap of $73.33 billion, a PE ratio of 28.92, a price-to-earnings-growth ratio of 1.97 and a beta of 0.58. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The company’s 50-day moving average price is $92.22 and its two-hundred day moving average price is $94.36.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the previous year, the business earned $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.25 EPS 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.