Rep. Lisa C. McClain Sells O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares

Representative Lisa C. McClain (R-Michigan) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on September 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in O’Reilly Automotive stock on August 4th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 8/28/2025.
• Purchased $1,001 – $15,000 in shares of ACI Worldwide (NASDAQ:ACIW) on 8/19/2025.
• Purchased $1,001 – $15,000 in shares of HCA Healthcare (NYSE:HCA) on 8/19/2025.
• Sold $1,001 – $15,000 in shares of Amedisys (NASDAQ:AMED) on 8/18/2025.
• Purchased $1,001 – $15,000 in shares of Kite Realty Group Trust (NYSE:KRG) on 8/13/2025.
• Sold $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 8/13/2025.
• Purchased $1,001 – $15,000 in shares of JD.com (NASDAQ:JD) on 8/13/2025.
• Sold $1,001 – $15,000 in shares of Trade Desk (NASDAQ:TTD) on 8/13/2025.
• Sold $1,001 – $15,000 in shares of US Foods (NYSE:USFD) on 8/13/2025.
• Purchased $1,001 – $15,000 in shares of Agree Realty (NYSE:ADC) on 8/13/2025.

O’Reilly Automotive Trading Up 0.2%

Shares of ORLY stock opened at $103.93 on Monday. The company has a market capitalization of $88.18 billion, a P/E ratio of 37.15, a P/E/G ratio of 2.74 and a beta of 0.60. The business’s 50 day moving average is $101.37 and its two-hundred day moving average is $94.60. O’Reilly Automotive, Inc. has a 12-month low of $73.33 and a 12-month high of $108.42.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.78. The company had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.54 billion. O’Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%.O’Reilly Automotive’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $10.55 earnings per share. O’Reilly Automotive has set its FY 2025 guidance at 2.850-2.950 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Analyst Ratings Changes

ORLY has been the topic of a number of recent analyst reports. Evercore ISI increased their price target on O’Reilly Automotive from $108.00 to $110.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 12th. BMO Capital Markets increased their price target on O’Reilly Automotive from $100.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Wells Fargo & Company raised their target price on O’Reilly Automotive from $103.00 to $105.00 and gave the company an “overweight” rating in a research report on Thursday, July 24th. Wolfe Research assumed coverage on O’Reilly Automotive in a research report on Thursday. They set an “outperform” rating and a $121.00 price target for the company. Finally, UBS Group increased their price objective on O’Reilly Automotive from $105.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive presently has a consensus rating of “Buy” and a consensus target price of $107.17.

Insiders Place Their Bets

In related news, SVP Shari Lynne Reaves sold 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total value of $207,620.00. Following the sale, the senior vice president owned 12,826 shares in the company, valued at $1,331,467.06. This represents a 13.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Mark Joseph Merz sold 29,505 shares of the company’s stock in a transaction that occurred on Tuesday, July 29th. The stock was sold at an average price of $98.25, for a total value of $2,898,866.25. Following the completion of the sale, the senior vice president owned 4,234 shares in the company, valued at approximately $415,990.50. This represents a 87.45% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 125,635 shares of company stock worth $12,740,916. Company insiders own 1.01% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Carolinas Wealth Consulting LLC increased its position in O’Reilly Automotive by 14.3% during the 4th quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer’s stock worth $76,000 after purchasing an additional 8 shares during the period. Marcum Wealth LLC increased its position in O’Reilly Automotive by 4.0% during the 1st quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer’s stock worth $301,000 after purchasing an additional 8 shares during the period. Adero Partners LLC increased its position in O’Reilly Automotive by 1.9% during the 1st quarter. Adero Partners LLC now owns 425 shares of the specialty retailer’s stock worth $609,000 after purchasing an additional 8 shares during the period. Avior Wealth Management LLC increased its position in O’Reilly Automotive by 3.5% during the 1st quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer’s stock worth $342,000 after purchasing an additional 8 shares during the period. Finally, Lindbrook Capital LLC increased its position in O’Reilly Automotive by 2.6% during the 1st quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer’s stock worth $448,000 after purchasing an additional 8 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.