O’Reilly Automotive, Inc. $ORLY Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lessened its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 7.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,573,546 shares of the specialty retailer’s stock after selling 280,052 shares during the quarter. Envestnet Asset Management Inc. owned 0.42% of O’Reilly Automotive worth $385,264,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Canton Hathaway LLC grew its position in O’Reilly Automotive by 1,400.0% during the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 280 shares during the period. Nemes Rush Group LLC boosted its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 294 shares in the last quarter. True Wealth Design LLC grew its position in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the period. Aspect Partners LLC grew its position in shares of O’Reilly Automotive by 3,036.4% during the 2nd quarter. Aspect Partners LLC now owns 345 shares of the specialty retailer’s stock valued at $31,000 after acquiring an additional 334 shares during the period. Finally, Bell Investment Advisors Inc increased its stake in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Bell Investment Advisors Inc now owns 345 shares of the specialty retailer’s stock valued at $31,000 after purchasing an additional 322 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,500 shares of the stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at $485,190. This represents a 42.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the sale, the senior vice president directly owned 28 shares in the company, valued at approximately $2,836.68. The trade was a 98.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.01% of the company’s stock.

Trending Headlines about O’Reilly Automotive

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

• Positive Sentiment: Strong top‑line and comps: Q4 sales rose to $4.41B (+8% YoY) and company reported 5.6% comparable‑store sales growth (4.7% for the full year), supporting ongoing market share gains and record annual revenue. O’Reilly Reports 5.6% Q4 Comparable Store Sales Growth
• Positive Sentiment: Record earnings and buybacks: full‑year EPS rose 10% to $2.97, net income hit a record $2.54B, and management repurchased $500M in Q4 (and ~$1.4M after quarter), leaving ~$2.26B remaining on the buyback authorization — supportive of shareholder returns. O’Reilly Reports 5.6% Q4 Comparable Store Sales Growth
• Neutral Sentiment: Analyst support remains: several firms maintain positive ratings and targets (e.g., DA Davidson reaffirmed a Buy with a $110 target; Evercore ISI has Outperform), which provides upside thesis momentum if guidance execution reassures investors. DA Davidson Reaffirms Buy Evercore ISI Buy
• Negative Sentiment: Guidance disappointed: FY2026 EPS guidance of $3.10–$3.20 came in below the consensus (~$3.31) and revenue guidance of $18.7B–$19.0B sits at the low end of expectations — the guidance gap is the main driver pressuring the stock. Shares Fall as 2026 Guidance Disappoints
• Negative Sentiment: Small EPS miss and margin pressure: Q4 EPS was $0.71 vs. the $0.72 consensus (a modest miss) and management called out higher SG&A (team health care, casualty claim costs), which could compress margins if the costs persist. Q4 Earnings Lag Estimates
• Negative Sentiment: Rising leverage and insider selling: long‑term debt increased year‑over‑year (~$6.02B) and filings cited recent insider sales, which some investors view as a governance/valuation headwind. Record Results and Capital Activity

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Robert W. Baird upgraded O’Reilly Automotive to a “strong-buy” rating in a research report on Thursday, December 4th. The Goldman Sachs Group set a $121.00 target price on O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, October 24th. Raymond James Financial raised shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a report on Wednesday, November 5th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, Evercore ISI reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $111.60.

O’Reilly Automotive Price Performance

ORLY stock opened at $96.74 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $85.55 and a 1 year high of $108.71. The firm has a market capitalization of $81.66 billion, a PE ratio of 33.51, a price-to-earnings-growth ratio of 2.06 and a beta of 0.62. The business has a 50 day simple moving average of $95.29 and a 200-day simple moving average of $99.18.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The business’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the firm posted $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

O’Reilly Automotive Profile

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.