18,076 Shares in O'Reilly Automotive, Inc. $ORLY Acquired by Nilsine Partners LLC

Key Points

• Nilsine Partners LLC acquired 18,076 shares of O’Reilly Automotive during the second quarter, valued at approximately $1.665 million. Institutional investors collectively own about 85% of the company’s stock.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while adjusted earnings of $0.86 per share matched analyst expectations. The company maintained fiscal 2026 EPS guidance of $3.20 to $3.30.
• Analysts remain positive, with a consensus rating of “Moderate Buy” and an average price target of $107.24, compared with the stock’s reported price of $87.89. Insiders, however, sold 6,000 shares worth $550,530 over the past 90 days.

Nilsine Partners LLC bought a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 18,076 shares of the specialty retailer's stock, valued at approximately $1,665,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ORLY. Tucker Asset Management LLC bought a new stake in shares of O'Reilly Automotive during the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new stake in O'Reilly Automotive during the fourth quarter valued at about $27,000. Kelleher Financial Advisors purchased a new stake in O'Reilly Automotive during the second quarter valued at about $28,000. Fiduciary Financial Advisors bought a new stake in O'Reilly Automotive during the second quarter worth about $28,000. Finally, Whipplewood Advisors LLC lifted its stake in O'Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after purchasing an additional 295 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

Insider Activity

In related news, Director Thomas Hendrickson sold 1,000 shares of O'Reilly Automotive stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the transaction, the director directly owned 18,675 shares of the company's stock, valued at $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company's stock, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 6,000 shares of company stock valued at $550,530. 0.77% of the stock is currently owned by company insiders.

O'Reilly Automotive Stock Performance

ORLY opened at $87.89 on Monday. O'Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The business's 50-day moving average price is $89.02 and its 200-day moving average price is $90.57. The company has a market cap of $71.10 billion, a P/E ratio of 27.99, a P/E/G ratio of 2.18 and a beta of 0.52.

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

Analysts Set New Price Targets

Several equities analysts have recently commented on ORLY shares. Robert W. Baird set a $100.00 price objective on O'Reilly Automotive in a research report on Friday, July 31st. UBS Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. Roth Capital reiterated a "buy" rating and set a $111.00 price target on shares of O'Reilly Automotive in a research report on Friday, July 31st. Raymond James Financial reissued an "outperform" rating and set a $110.00 price target on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $107.24.

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.

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