Waycross Partners LLC Makes New $1.73 Million Investment in O’Reilly Automotive, Inc. $ORLY

Waycross Partners LLC bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 20,220 shares of the specialty retailer’s stock, valued at approximately $1,727,000.

A number of other institutional investors also recently modified their holdings of ORLY. Alps Advisors Inc. lifted its holdings in shares of O’Reilly Automotive by 3.5% in the third quarter. Alps Advisors Inc. now owns 14,161 shares of the specialty retailer’s stock worth $1,209,000 after acquiring an additional 476 shares during the last quarter. Ashton Thomas Private Wealth LLC grew its holdings in shares of O’Reilly Automotive by 20.9% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 10,160 shares of the specialty retailer’s stock valued at $868,000 after purchasing an additional 1,755 shares during the last quarter. Alta Advisers Ltd grew its holdings in shares of O’Reilly Automotive by 80.7% during the 3rd quarter. Alta Advisers Ltd now owns 5,998 shares of the specialty retailer’s stock valued at $512,000 after purchasing an additional 2,678 shares during the last quarter. Kestra Advisory Services LLC grew its holdings in shares of O’Reilly Automotive by 2.1% during the 3rd quarter. Kestra Advisory Services LLC now owns 65,477 shares of the specialty retailer’s stock valued at $5,592,000 after purchasing an additional 1,321 shares during the last quarter. Finally, Rakuten Investment Management Inc. increased its position in O’Reilly Automotive by 8.3% during the 3rd quarter. Rakuten Investment Management Inc. now owns 216,660 shares of the specialty retailer’s stock worth $18,648,000 after purchasing an additional 16,535 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on ORLY shares. Raymond James Financial restated an “outperform” rating and issued a $110.00 target price (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. Citigroup reissued a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Wells Fargo & Company boosted their price target on O’Reilly Automotive from $100.00 to $105.00 and gave the stock an “overweight” rating in a report on Thursday, October 29th. Sanford C. Bernstein initiated coverage on O’Reilly Automotive in a research note on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 price objective for the company. 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, October 30th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $108.00.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: A report says O’Reilly’s higher 2026 outlook is providing support for the stock, offering a positive counterpoint to recent selling pressure. Article: O’Reilly Automotive stock gains support from higher 2026 outlook
• Neutral Sentiment: Coverage also highlights O’Reilly’s resilience to economic swings, though the supplied article details do not specify a new company development or estimate change. Article: What Makes O’Reilly Automotive (ORLY) Resilient to Economic Swings?
• Negative Sentiment: Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, reducing his direct stake by 36.44%. Director Maria Sastre also sold 1,200 shares. These sales can prompt concern about insider confidence, although they do not by themselves establish a change in the company’s prospects. Insider transaction details
• Negative Sentiment: SVP Larry Gray sold 7,750 shares, reducing his position by 60.92%. The cluster of sales, alongside reports of fresh valuation concerns, may be adding pressure to shares. Article: O’Reilly Automotive insider Larry Gray sells 7,750 shares Article: O’Reilly Automotive stock faces fresh valuation concern after insider sale

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY traded down $1.60 during midday trading on Friday, reaching $89.89. The stock had a trading volume of 7,235,088 shares, compared to its average volume of 6,042,997. The firm has a market cap of $72.72 billion, a price-to-earnings ratio of 27.57, a price-to-earnings-growth ratio of 2.16 and a beta of 0.55. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46. The company’s 50 day moving average price is $87.33 and its 200 day moving average price is $90.44.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share 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 period in the prior year, the company posted $0.85 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 8.8% compared to the same quarter last year. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.31 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 153,655 shares of company stock valued at $14,085,983. 0.77% of the stock is owned by corporate insiders.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops.

The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers.

Founded in 1957 by Charles F.