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O'Reilly Automotive (NASDAQ:ORLY) Shares Unloaded Rep. Jonathan L. Jackson

O'Reilly Automotive logo with Retail/Wholesale background
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Key Points

  • Rep. Jonathan L. Jackson disclosed selling O'Reilly Automotive shares worth between $1,001 and $15,000 on April 24, according to a filing made public on May 27.
  • O'Reilly Automotive reported strong quarterly results, with EPS of $0.72 beating estimates and revenue of $4.56 billion topping forecasts, while revenue rose 10.2% year over year. The company also guided FY2026 EPS to 3.15-3.25.
  • Despite recent insider selling and the stock trading near $89.23, analysts remain broadly positive, with a Moderate Buy consensus and an average price target of $112.25. Institutions continue to hold a large majority of the shares.
  • Interested in O'Reilly Automotive? Here are five stocks we like better.

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of O'Reilly Automotive, Inc. NASDAQ: ORLY. In a filing disclosed on May 27th, the Representative disclosed that they had sold between $1,001 and $15,000 in O'Reilly Automotive stock on April 24th. The trade occurred in the Representative's "MORGAN STANLEY SEP IRA" account.

Representative Jonathan L. Jackson also recently made the following trade(s):

  • Sold $50,001 - $100,000 in shares of Visa NYSE: V on 4/24/2026.
  • Purchased $1,001 - $15,000 in shares of BP NYSE: BP on 3/20/2026.
  • Sold $15,001 - $50,000 in shares of O'Reilly Automotive NASDAQ: ORLY on 3/19/2026.
  • Purchased $15,001 - $50,000 in shares of BP NYSE: BP on 3/19/2026.
  • Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 3/9/2026.

O'Reilly Automotive Stock Up 0.2%

O'Reilly Automotive stock opened at $89.23 on Friday. The firm has a 50-day moving average price of $91.88 and a two-hundred day moving average price of $94.11. The firm has a market capitalization of $73.95 billion, a price-to-earnings ratio of 29.16, a PEG ratio of 1.96 and a beta of 0.58. O'Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O'Reilly Automotive's revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the business posted $9.35 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts expect that O'Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Institutional Trading of O'Reilly Automotive

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Allen Capital Group LLC bought a new stake in shares of O'Reilly Automotive in the 1st quarter worth approximately $2,316,000. Glenmede Trust Co. NA raised its holdings in shares of O'Reilly Automotive by 0.5% in the 1st quarter. Glenmede Trust Co. NA now owns 45,899 shares of the specialty retailer's stock worth $4,237,000 after purchasing an additional 232 shares in the last quarter. Wellington Grp LLC raised its holdings in shares of O'Reilly Automotive by 9.1% in the 1st quarter. Wellington Grp LLC now owns 11,926 shares of the specialty retailer's stock worth $1,101,000 after purchasing an additional 994 shares in the last quarter. Vestor Capital LLC raised its holdings in shares of O'Reilly Automotive by 6,238.1% in the 1st quarter. Vestor Capital LLC now owns 98,874 shares of the specialty retailer's stock worth $9,127,000 after purchasing an additional 97,314 shares in the last quarter. Finally, Janus Henderson Group PLC increased its position in shares of O'Reilly Automotive by 38.4% in the first quarter. Janus Henderson Group PLC now owns 3,062,102 shares of the specialty retailer's stock worth $282,662,000 after acquiring an additional 850,312 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms have issued reports on ORLY. Raymond James Financial reissued an "outperform" rating and set a $115.00 target price on shares of O'Reilly Automotive in a research note on Friday, May 1st. Citigroup restated a "buy" rating and set a $115.00 price target (up from $110.00) on shares of O'Reilly Automotive in a research report on Friday, May 1st. Truist Financial set a $108.00 price target on shares of O'Reilly Automotive in a research report on Thursday, April 30th. TD Cowen restated a "buy" rating and set a $117.00 price target (up from $115.00) on shares of O'Reilly Automotive in a research report on Friday, May 1st. Finally, Evercore restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $112.25.

Read Our Latest Research Report on ORLY

Insider Activity

In other news, Director John Raymond Murphy sold 2,595 shares of O'Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company's stock, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Philip M. Hopper sold 3,700 shares of O'Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the transaction, the senior vice president directly owned 4,888 shares in the company, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 104,530 shares of company stock valued at $9,709,404. 0.77% of the stock is currently owned by insiders.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois' 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027. Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois' 1st Congressional District. He declared candidacy for the 2026 election. Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson's career experience includes working as an investment analyst and an entrepreneur.

O'Reilly Automotive Company Profile

(Get Free Report)

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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