38,890 O'Reilly Automotive, Inc. $ORLY Shares Sold by Soltis Investment Advisors LLC

Key Points

• Soltis Investment Advisors cut its O’Reilly Automotive stake by 66.7% in the third quarter, selling 38,890 shares and retaining 19,456 shares valued at approximately $1.66 million. Institutional investors collectively own about 85% of the company.
• O’Reilly reported stronger-than-expected third-quarter results, with EPS of $0.97 and revenue of $5.12 billion, up 8.8% year over year. Comparable sales rose 7.2%, and management raised its full-year 2026 outlook, although tariff refunds provided part of the earnings benefit.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $107.89, but valuation concerns and the stock’s muted post-earnings reaction remain potential risks.

Soltis Investment Advisors LLC reduced its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 66.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,456 shares of the specialty retailer's stock after selling 38,890 shares during the quarter. Soltis Investment Advisors LLC's holdings in O'Reilly Automotive were worth $1,662,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ORLY. First National Bank of Mount Dora Trust Investment Services grew its stake in O'Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock worth $5,381,000 after buying an additional 12,316 shares during the last quarter. Swiss National Bank increased its position in O'Reilly Automotive by 6.5% during the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock worth $228,670,000 after buying an additional 152,100 shares during the period. Corient Private Wealth LP increased its position in O'Reilly Automotive by 46.0% during the second quarter. Corient Private Wealth LP now owns 1,077,091 shares of the specialty retailer's stock worth $99,189,000 after buying an additional 339,465 shares during the period. Nykredit A S acquired a new position in O'Reilly Automotive during the second quarter worth approximately $34,040,000. Finally, Pelham Capital Ltd. lifted its stake in O'Reilly Automotive by 25.9% in the second quarter. Pelham Capital Ltd. now owns 163,377 shares of the specialty retailer's stock valued at $15,045,000 after buying an additional 33,610 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O'Reilly Automotive News Summary

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

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O'Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O'Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O'Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O'Reilly Automotive Has a Long Growth Runway

O'Reilly Automotive Trading Up 0.1%

Shares of ORLY opened at $88.12 on Friday. The stock's 50 day moving average is $87.20 and its two-hundred day moving average is $90.53. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $102.46. The firm has a market capitalization of $71.29 billion, a PE ratio of 27.03, a P/E/G ratio of 2.12 and a beta of 0.54.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. The business had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.02 billion. O'Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The company's revenue for the quarter was up 8.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.85 EPS. On average, sell-side analysts predict that O'Reilly Automotive, Inc. will post 3.28 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Roth Capital reissued a "buy" rating and issued a $111.00 price objective (up from $109.00) on shares of O'Reilly Automotive in a report on Friday, July 31st. TD Cowen reduced 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 report on Friday, July 31st. Citigroup reiterated a "buy" rating and set a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a report on Monday. Finally, BNP Paribas Exane lowered their price objective on shares of O'Reilly Automotive from $116.00 to $115.00 and set an "outperform" rating on the stock in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $107.89.

Insiders Place Their Bets

In other O'Reilly Automotive news, Director Thomas Hendrickson sold 1,000 shares of the firm's stock in a transaction on 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 sale, the director 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the business's stock in a transaction on 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 owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is owned by corporate insiders.

O'Reilly Automotive Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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