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

Key Points

• Rep. Jonathan L. Jackson sold between $15,001 and $50,000 of O'Reilly Automotive (NASDAQ:ORLY) shares on March 19 through a "MORGAN STANLEY TRUST ACCOUNT".
• O'Reilly reported quarterly EPS of $0.71 (missing estimates by $0.01) with revenue of $4.41 billion, a 7.8% year‑over‑year increase, and set FY 2026 guidance of EPS $3.10–$3.20.
• The stock was up about 1.4% on the day, trading near $94.40 with a market cap of roughly $79 billion, and carries an average analyst rating of "Moderate Buy" with a consensus price target of $110.26.

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of O'Reilly Automotive, Inc. NASDAQ: ORLY. In a filing disclosed on April 08th, the Representative disclosed that they had sold between $15,001 and $50,000 in O'Reilly Automotive stock on March 19th. The trade occurred in the Representative's "MORGAN STANLEY TRUST ACCOUNT" account.

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

• Purchased $1,001 - $15,000 in shares of BP NYSE: BP on 3/20/2026.
• 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.
• Purchased $50,001 - $100,000 in shares of BNY NYSE: BK on 2/17/2026.
• Sold $1,001 - $15,000 in shares of International Business Machines NYSE: IBM on 2/17/2026.
• Purchased $1,001 - $15,000 in shares of BNY NYSE: BK on 2/17/2026.
• Sold $50,001 - $100,000 in shares of International Business Machines NYSE: IBM on 2/17/2026.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 2/11/2026.
• Purchased $1,001 - $15,000 in shares of Welltower NYSE: WELL on 2/11/2026.
• Sold $1,001 - $15,000 in shares of Tenet Healthcare NYSE: THC on 2/11/2026.

O'Reilly Automotive Stock Up 1.4%

ORLY stock opened at $94.40 on Friday. O'Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The firm has a market cap of $78.98 billion, a P/E ratio of 31.86, a P/E/G ratio of 2.06 and a beta of 0.60. The company's 50-day moving average price is $92.98 and its two-hundred day moving average price is $96.06.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01). O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the prior year, the business earned $9.50 earnings per share. O'Reilly Automotive's quarterly revenue was up 7.8% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. Equities analysts predict that O'Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Institutional Investors Weigh In On O'Reilly Automotive

Hedge funds have recently made changes to their positions in the stock. Eagle Bay Advisors LLC acquired a new stake in shares of O'Reilly Automotive in the 4th quarter valued at approximately $25,000. True Wealth Design LLC boosted its position in O'Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer's stock worth $29,000 after buying an additional 152 shares during the period. IAG Wealth Partners LLC acquired a new stake in O'Reilly Automotive during the 3rd quarter worth approximately $31,000. Tucker Asset Management LLC acquired a new stake in O'Reilly Automotive during the 4th quarter worth approximately $26,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in O'Reilly Automotive during the 4th quarter worth approximately $27,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Roth Mkm reissued a "buy" rating on shares of O'Reilly Automotive in a report on Wednesday, February 4th. DA Davidson restated a "buy" rating and issued a $110.00 price target on shares of O'Reilly Automotive in a research note on Tuesday, February 3rd. Mizuho set a $105.00 price target on shares of O'Reilly Automotive and gave the company an "outperform" rating in a research note on Friday, February 6th. Robert W. Baird downgraded shares of O'Reilly Automotive from an "outperform" rating to a "neutral" rating and set a $96.00 price target on the stock. in a research note on Friday, February 6th. Finally, UBS Group set a $114.00 price target on shares of O'Reilly Automotive in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, O'Reilly Automotive currently has an average rating of "Moderate Buy" and a consensus price target of $110.26.

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.

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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