STF Management LP Sells 8,290 Shares of O’Reilly Automotive, Inc. $ORLY

STF Management LP lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 62.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,895 shares of the specialty retailer’s stock after selling 8,290 shares during the quarter. STF Management LP’s holdings in O’Reilly Automotive were worth $446,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Welch Group LLC increased its stake in shares of O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after acquiring an additional 102 shares in the last quarter. Commons Capital LLC boosted its holdings in O’Reilly Automotive by 1.1% in the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after acquiring an additional 104 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after acquiring an additional 104 shares in the last quarter. Fayez Sarofim & Co grew its stake in shares of O’Reilly Automotive by 1.4% in the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after acquiring an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC grew its stake in shares of O’Reilly Automotive by 1.9% in the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after acquiring an additional 107 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Key Headlines Impacting O’Reilly Automotive

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.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on ORLY shares. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. Mizuho lifted their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Price Performance

ORLY stock opened at $88.49 on Friday. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The business has a fifty day moving average price of $92.22 and a 200-day moving average price of $94.36. The stock has a market capitalization of $73.33 billion, a P/E ratio of 28.92, a P/E/G ratio of 1.95 and a beta of 0.58.

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

O’Reilly Automotive Company 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.