20,990 Shares in O'Reilly Automotive, Inc. $ORLY Bought by Kendall Capital Management

Key Points

• Kendall Capital Management acquired 20,990 O'Reilly Automotive shares worth approximately $1.93 million in the second quarter. Institutional investors collectively own about 85% of the company.
• O'Reilly reported quarterly earnings of $0.86 per share, in line with estimates, while revenue rose 8.1% year over year to $4.89 billion. The company maintained fiscal 2026 EPS guidance of $3.20–$3.30.
• Analysts maintain a favorable outlook, with a consensus rating of “Moderate Buy” and an average price target of $107.24 versus the stock’s $89.11 opening price. Insiders, however, sold 6,200 shares worth roughly $568,684 over the past 90 days.

Kendall Capital Management bought a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 20,990 shares of the specialty retailer's stock, valued at approximately $1,933,000.

Several other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of O'Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer's stock worth $7,272,186,000 after purchasing an additional 458,613 shares during the last quarter. BlackRock Inc. acquired a new position in shares of O'Reilly Automotive in the second quarter valued at approximately $5,950,042,000. State Street Corp raised its holdings in O'Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock valued at $3,393,568,000 after buying an additional 140,387 shares during the last quarter. Geode Capital Management LLC raised its holdings in O'Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock valued at $2,201,555,000 after buying an additional 372,896 shares during the last quarter. Finally, Wellington Management Group LLP boosted its position in O'Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the period. 85.00% of the stock is currently owned by institutional investors.

Insider Transactions at O'Reilly Automotive

In related news, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares of the company's stock, valued at $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of O'Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president directly owned 189 shares of the company's stock, valued at $17,577. This represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,200 shares of company stock worth $568,684. Company insiders own 0.77% of the company's stock.

O'Reilly Automotive Price Performance

O'Reilly Automotive stock opened at $89.11 on Friday. The stock's 50 day moving average is $88.91 and its 200 day moving average is $91.07. The firm has a market cap of $72.09 billion, a P/E ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51. O'Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71.

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

Analysts Set New Price Targets

A number of research firms have weighed in on ORLY. The Goldman Sachs Group reissued a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. TD Cowen dropped their price target on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research note on Friday, July 31st. Truist Financial set a $108.00 price target on shares of O'Reilly Automotive in a report on Thursday, April 30th. Roth Capital reissued a "buy" rating and issued a $111.00 price objective on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, Evercore restated an "outperform" rating and issued a $115.00 price objective on shares of O'Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $107.24.

About O'Reilly Automotive

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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