Rep. Kevin Hern Sells Shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY)

Key Points

• Rep. Kevin Hern sold $15,001–$50,000 of O'Reilly Automotive stock on September 2 through the HERN FAMILY FOUNDATION account, amid several other disclosed stock sales.
• O'Reilly shares were trading at $86.51, while the company reported 8.1% year-over-year revenue growth and quarterly EPS of $0.86, matching analyst expectations.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $107.24; institutional investors own approximately 85% of the stock.

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of O'Reilly Automotive, Inc. NASDAQ: ORLY. In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in O'Reilly Automotive stock on September 2nd. The trade occurred in the Representative's "HERN FAMILY FOUNDATION" account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 - $50,000 in shares of CenterPoint Energy NYSE: CNP on 9/15/2026.
• Sold $1,001 - $15,000 in shares of TJX Companies NYSE: TJX on 9/15/2026.
• Sold $15,001 - $50,000 in shares of STERIS NYSE: STE on 9/15/2026.
• Sold $1,001 - $15,000 in shares of Seagate Technology NASDAQ: STX on 9/15/2026.
• Sold $15,001 - $50,000 in shares of NextEra Energy NYSE: NEE on 9/14/2026.
• Sold $1,001 - $15,000 in shares of Marsh & McLennan Companies NYSE: MRSH on 9/14/2026.
• Sold $15,001 - $50,000 in shares of IQVIA NYSE: IQV on 9/14/2026.
• Sold $15,001 - $50,000 in shares of Home Depot NYSE: HD on 9/14/2026.
• Sold $1,001 - $15,000 in shares of Home Depot NYSE: HD on 9/14/2026.
• Sold $15,001 - $50,000 in shares of Emerson Electric NYSE: EMR on 9/14/2026.

O'Reilly Automotive Trading Up 0.5%

NASDAQ ORLY opened at $86.51 on Tuesday. The firm has a market capitalization of $69.98 billion, a PE ratio of 27.55, a price-to-earnings-growth ratio of 2.14 and a beta of 0.52. The business's 50-day moving average price is $88.52 and its two-hundred day moving average price is $89.65. O'Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.86. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm's revenue was up 8.1% compared to the same quarter last year. During the same period last year, the company earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts forecast that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Mainstream Capital Management LLC raised its stake in shares of O'Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer's stock valued at $1,166,000 after buying an additional 109 shares in the last quarter. Dynasty Wealth Management LLC boosted its position in shares of O'Reilly Automotive by 2.7% during the 4th quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer's stock valued at $390,000 after acquiring an additional 113 shares in the last quarter. Kohmann Bosshard Financial Services LLC increased its stake in O'Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after acquiring an additional 114 shares during the period. Pointe Capital Management LLC raised its position in O'Reilly Automotive by 1.2% in the second quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer's stock worth $962,000 after purchasing an additional 127 shares in the last quarter. Finally, Louisbourg Investments Inc. boosted its holdings in O'Reilly Automotive by 49.2% during the first quarter. Louisbourg Investments Inc. now owns 391 shares of the specialty retailer's stock valued at $36,000 after purchasing an additional 129 shares in the last quarter. Institutional investors own 85.00% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on ORLY shares. DA Davidson reaffirmed a "buy" rating and issued a $106.00 price objective on shares of O'Reilly Automotive in a research note on Wednesday, September 16th. UBS Group restated a "buy" rating on shares of O'Reilly Automotive in a report on Friday, July 31st. Roth Capital reaffirmed a "buy" rating and set a $111.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. Wolfe Research set a $98.00 price objective on O'Reilly Automotive in a research report on Wednesday, July 15th. Finally, Morgan Stanley dropped their price objective on O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, O'Reilly Automotive presently has an average rating of "Moderate Buy" and an average price target of $107.24.

Insider Transactions at O'Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of the business's stock in a transaction on Wednesday, August 12th. The shares were 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 in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Maria Sastre sold 2,000 shares of the company's 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 sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,000 shares of company stock valued at $550,530. Corporate insiders own 0.77% of the company's stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma's 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027. Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma's 1st Congressional District. He declared candidacy for the 2026 election. Kevin Hern went into business as a McDonald's franchisee in 1999. He acquired 10 McDonald's franchises by 2012. He served on the McDonald's National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O'Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O'Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.