72,418 O'Reilly Automotive, Inc. $ORLY Shares Sold by Calamos Advisors LLC

Key Points

• Calamos Advisors cut its O'Reilly Automotive stake by 23.7%, selling 72,418 shares in the third quarter and retaining 232,590 shares valued at about $19.9 million.
• Analysts maintain a generally positive view: the stock has a “Moderate Buy” consensus rating and an average price target of $108, with 17 Buy or Strong Buy ratings and three Holds.
• Company insiders sold a combined 153,655 shares worth about $14.1 million over three months. In its latest quarter, O'Reilly beat EPS and revenue estimates, while revenue grew 8.8% year over year.

Calamos Advisors LLC lowered its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 23.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 232,590 shares of the specialty retailer's stock after selling 72,418 shares during the period. Calamos Advisors LLC's holdings in O'Reilly Automotive were worth $19,866,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of ORLY. Alta Advisers Ltd boosted its holdings in shares of O'Reilly Automotive by 80.7% during the third quarter. Alta Advisers Ltd now owns 5,998 shares of the specialty retailer's stock worth $512,000 after acquiring an additional 2,678 shares during the period. Kestra Advisory Services LLC increased its stake in shares of O'Reilly Automotive by 2.1% during the third quarter. Kestra Advisory Services LLC now owns 65,477 shares of the specialty retailer's stock worth $5,592,000 after purchasing an additional 1,321 shares during the period. Rakuten Investment Management Inc. increased its stake in shares of O'Reilly Automotive by 8.3% during the third 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 during the period. Provenance Wealth Advisors LLC lifted its holdings in O'Reilly Automotive by 1,226.7% during the 3rd quarter. Provenance Wealth Advisors LLC now owns 597 shares of the specialty retailer's stock worth $51,000 after purchasing an additional 552 shares during the last quarter. Finally, Integrity Alliance LLC. boosted its stake in O'Reilly Automotive by 3.5% in the 3rd quarter. Integrity Alliance LLC. now owns 3,981 shares of the specialty retailer's stock valued at $340,000 after purchasing an additional 133 shares during the period. 85.00% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of research reports. DA Davidson reaffirmed a "buy" rating and issued a $106.00 price objective on shares of O'Reilly Automotive in a report on Wednesday, September 16th. TD Cowen dropped their target price on O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a report on Friday, July 31st. The Goldman Sachs Group reissued a "conviction-buy" rating and set a $104.00 target price on shares of O'Reilly Automotive in a report on Friday, October 30th. Sanford C. Bernstein started coverage on shares of O'Reilly Automotive in a research report on Tuesday, September 29th. They issued a "market perform" rating and a $94.00 target price for the company. Finally, Morgan Stanley decreased their price target on shares of 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $108.00.

Insider Buying and Selling at O'Reilly Automotive

In other news, SVP Larry Gray sold 7,750 shares of the company's stock in a transaction that occurred on Tuesday, November 3rd. The shares were sold at an average price of $90.22, for a total transaction of $699,205.00. Following the completion of the sale, the senior vice president owned 4,971 shares of the company's stock, valued at approximately $448,483.62. This represents a 60.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman Gregory L. Henslee sold 138,705 shares of the stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $91.75, for a total transaction of $12,726,183.75. Following the sale, the chairman owned 241,950 shares in the company, valued at $22,198,912.50. This represents a 36.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 153,655 shares of company stock valued at $14,085,983 over the last three months. 0.77% of the stock is owned by insiders.

O'Reilly Automotive News Roundup

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 Price Performance

Shares of NASDAQ:ORLY opened at $89.89 on Friday. The business's 50 day simple moving average is $87.33 and its 200 day simple moving average is $90.44. O'Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $102.46. The company has a market capitalization of $72.72 billion, a P/E ratio of 27.57, a P/E/G ratio of 2.14 and a beta of 0.55.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. The firm 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 was up 8.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.85 EPS. On average, sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.31 EPS for the current fiscal year.

O'Reilly Automotive Profile

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.

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