iA Global Asset Management Inc. Boosts Stake in O’Reilly Automotive, Inc. $ORLY

iA Global Asset Management Inc. increased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,142 shares of the specialty retailer’s stock after buying an additional 6,694 shares during the period. iA Global Asset Management Inc.’s holdings in O’Reilly Automotive were worth $9,864,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Vestmark Advisory Solutions Inc. boosted its position in shares of O’Reilly Automotive by 34.0% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after purchasing an additional 13,100 shares during the period. Vanguard Group Inc. boosted its position in shares of O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after purchasing an additional 436,563 shares during the period. Overbrook Management Corp boosted its position in shares of O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after purchasing an additional 19,171 shares during the period. Caldwell Trust Co boosted its position in shares of O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after purchasing an additional 12,167 shares during the period. Finally, Atlantic Union Bankshares Corp boosted its position in shares of O’Reilly Automotive by 336.4% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock valued at $4,630,000 after purchasing an additional 33,103 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on ORLY shares. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research report on Friday, May 1st. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. DA Davidson upped their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, TD Cowen reissued a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

Key Stories 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

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the 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 directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents 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 company insiders.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $88.49 on Monday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The stock has a 50 day moving average of $92.22 and a two-hundred day moving average of $94.35. The stock has a market capitalization of $73.33 billion, a price-to-earnings ratio of 28.92, a PEG ratio of 1.95 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the firm earned $9.35 EPS. The firm’s revenue for the quarter 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. Equities analysts predict that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.

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.