iA Global Asset Management Inc. Purchases 6,694 Shares of O’Reilly Automotive, Inc. $ORLY

iA Global Asset Management Inc. increased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 108,142 shares of the specialty retailer’s stock after acquiring an additional 6,694 shares during the period. iA Global Asset Management Inc.’s holdings in O’Reilly Automotive were worth $9,864,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of ORLY. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the fourth quarter valued at $25,000. IAG Wealth Partners LLC purchased a new position in O’Reilly Automotive during the third quarter valued at $31,000. Westfuller Advisors LLC purchased a new position in O’Reilly Automotive during the third quarter valued at $32,000. United Community Bank lifted its position in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in O’Reilly Automotive during the fourth quarter valued at $34,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $88.49 on Monday. The stock’s 50-day simple moving average is $92.22 and its 200-day simple moving average is $94.35. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The company has a market capitalization of $73.33 billion, a price-to-earnings ratio of 28.92, a PEG ratio of 1.95 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same period in the previous year, the business earned $9.35 earnings per share. The business’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities analysts expect that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms recently weighed in on ORLY. Morgan Stanley reiterated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research report on Friday, May 1st. JPMorgan Chase & Co. lowered their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Evercore reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Citigroup reiterated a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insider Activity

In other news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by insiders.

More O’Reilly Automotive News

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

• Positive Sentiment: Zacks Research boosted multiple earnings estimates for O’Reilly Automotive (NASDAQ: ORLY), signaling analysts see stronger profitability ahead, especially in 2026-2028.
• Neutral Sentiment: The revised forecasts remain close to the current full-year consensus of about $3.24 per share, so the changes are incremental rather than a major thesis shift.
• Negative Sentiment: Some future-quarter estimates were trimmed slightly, including Q4 2026, Q2 2027, Q3 2027, and Q4 2027, which could temper enthusiasm around the stock.

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.