84,600 O Reilly Automotive (ORLY) shares sold after option exercise
O'Reilly Automotive's SVP, Robert Allen Dumas, exercised 84,600 nonqualified employee stock options at strike prices of $17.98 and $17.12, then immediately sold all 84,600 shares in an open-market transaction at $92.5977 per share. This exercise-and-sell event, totaling over $7.8 million, resulted in Dumas holding 1,782 direct shares and 2,436 indirect shares through the company's 401k plan. The transaction was filed as a neutral impact event on May 20, 2026.
PNC Financial Services Group Inc. Sells 11,941 Shares of O'Reilly Automotive, Inc. $ORLY
PNC Financial Services Group Inc. reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.3% in the fourth quarter, selling 11,941 shares to own 514,236 shares valued at $46,903,000. Other institutional investors also adjusted their holdings, while analysts maintain a "Moderate Buy" consensus rating for the company with an average target price of $112.25. Insider transactions also show recent share sales by CEO Brad W. Beckham and Director John Raymond Murphy.
Highly Short Stock Advance Auto Parts Warns About Consumer Spending
Advance Auto Parts (NYSE: AAP) reported stronger-than-expected first-quarter results, with adjusted EPS of 77 cents and sales of $2.614 billion, beating analyst estimates. The company attributed gains to merchandising initiatives and improved parts availability while signaling caution regarding consumer spending, elevated gas prices, and geopolitical uncertainty. Despite strong performance and a significant short interest of nearly 30%, Advance Auto Parts reaffirmed its fiscal 2026 EPS and sales guidance.
Leadership Shift and Dividend Move Could Be A Game Changer For Group 1 Automotive (GPI)
Group 1 Automotive (GPI) recently appointed CFO Daniel McHenry as the new President and CEO of its UK business and affirmed a quarterly dividend of US$0.55 per share. This leadership and governance shift, alongside increased shareholder power to call special meetings, could influence the company's investment narrative. The article discusses potential impacts of these changes on the company's acquisition-reliant model and future growth.
Mach 1 Financial Group LLC Invests $2.74 Million in O'Reilly Automotive, Inc. $ORLY
Mach 1 Financial Group LLC has invested $2.74 million in O'Reilly Automotive, Inc. by purchasing 30,012 shares in the fourth quarter. This comes as O'Reilly Automotive reported strong earnings, beating analyst expectations with 10.2% year-over-year revenue growth. Despite insider selling, analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $112.25.
Advance Auto Parts Stock Surges After Earnings. 2026 Off to a ‘Solid Start,’ CEO Says.
Advance Auto Parts (AAP) shares surged after the company reported better-than-expected earnings and sales for the fiscal first quarter. The CEO stated that 2026 is off to a "solid start" as the auto parts retailer works on a turnaround.
IFP Advisors Inc Increases Stake in O'Reilly Automotive, Inc. $ORLY
IFP Advisors Inc significantly increased its holdings in O'Reilly Automotive, Inc. by 30.3% in the fourth quarter of last year, bringing its total to 47,086 shares valued at $4.3 million. This increase comes as O'Reilly Automotive reported strong quarterly earnings, surpassing analyst estimates with EPS of $0.72 and revenue of $4.56 billion, a 10.2% increase year-over-year. Despite recent insider selling, analyst sentiment remains largely positive, with an average "Moderate Buy" rating and a price target of $112.25.
Rathbones Group PLC Buys 104,006 Shares of O'Reilly Automotive, Inc. $ORLY
Rathbones Group PLC increased its stake in O'Reilly Automotive, Inc. by 6.9% in the fourth quarter, purchasing 104,006 additional shares to bring its total holding to over 1.6 million shares valued at approximately $146.3 million. Wall Street analysts largely maintain bullish ratings on ORLY, with a consensus target price of $112.25, despite some insider selling by executives. The company recently reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires New Holdings in O'Reilly Automotive, Inc. $ORLY
Fideuram Intesa Sanpaolo Private Banking S.P.A. has acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY), purchasing 24,183 shares valued at approximately $2.2 million during the fourth quarter. This acquisition comes as O'Reilly Automotive reported better-than-expected first-quarter earnings, with EPS of $0.72 against an expected $0.69, and revenue climbing 10.2% year-over-year to $4.56 billion. Despite some recent insider selling, Wall Street maintains a "Moderate Buy" consensus rating for ORLY with an average price target of $112.25.
Envestnet Portfolio Solutions Inc. Purchases 41,461 Shares of O'Reilly Automotive, Inc. $ORLY
Envestnet Portfolio Solutions Inc. significantly increased its stake in O'Reilly Automotive, Inc. by purchasing an additional 41,461 shares, bringing its total holdings to 89,881 shares valued at $8.2 million. This move comes as O'Reilly Automotive reported better-than-expected quarterly results with strong revenue growth. Despite some insider selling, Wall Street maintains a "Moderate Buy" consensus rating for ORLY with an average price target of $112.25.
Is It Too Late To Consider O'Reilly Automotive (ORLY) After Its Strong Five Year Run?
O'Reilly Automotive (ORLY) has seen significant growth over the past five years, but current valuation models suggest the stock may be overvalued. A Discounted Cash Flow analysis indicates it could be trading 36.1% above its intrinsic value, and its P/E ratio of 29.35x is higher than industry and peer averages. The article presents bullish and bearish narratives for investors to consider, highlighting different revenue growth and margin assumptions.
O'Reilly Automotive (ORLY) director sells 2,595 shares of stock
O'Reilly Automotive director John Raymond Murphy sold 2,595 shares of company stock at $88.67 per share on May 18, 2026. Following the transaction, he directly holds 4,000 shares, which include unvested restricted share awards, and indirectly holds 8,125 shares in an IRA account. The sale, classified as a non-derivative open-market transaction, totals $230,099.
ORLY (ORLY) Form 144 shows 84,600 shares from options planned for sale on 05/20/2026
O'Reilly Automotive, Inc. (ORLY) has filed a Form 144 indicating planned sales of 84,600 shares of common stock derived from options. These sales are scheduled for May 20, 2026, and originate from two option grants issued in February and March 2017. Fidelity Brokerage Services LLC is listed as the broker for these cash transactions.
Cequent Announces Distribution Through O'Reilly Auto Parts
Cequent Consumer Products announced that its Reese Towpower products are now available at O’Reilly Auto Parts stores and online. This new retail partnership, which began in January 2012, positions Reese Towpower as the leading brand of towing products through O'Reilly's extensive network of 3,740 stores. The announcement also highlighted Cequent’s NASCAR sponsorship plans, featuring O'Reilly Auto Parts logos on their race vehicles at Kansas Speedway.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Yeti Holdings (YETI), O’Reilly Auto (ORLY) and Home Depot (HD)
This article summarizes analyst sentiments for Yeti Holdings (YETI), O’Reilly Auto (ORLY), and Home Depot (HD). While Yeti Holdings received a "Hold" rating from UBS and a "Moderate Buy" consensus, O'Reilly Auto consistently earned "Buy" ratings and a "Strong Buy" consensus. Home Depot also garnered a "Buy" rating from Jefferies and a "Strong Buy" consensus, highlighting varying expert opinions within the consumer cyclical sector.
Advance Auto Parts earnings up next as turnaround faces test By Investing.com
Advance Auto Parts is set to report its first-quarter earnings, with analysts expecting $0.43 per share on $2.57 billion in revenue. Investors will focus on gross margin expansion and comparable-store sales amid headwinds like elevated gas prices. The stock faces skeptical sentiment with high short interest, despite recent positive analyst adjustments and initiatives to drive recovery.
O'Reilly Automotive, Inc. $ORLY Shares Acquired by ProShare Advisors LLC
ProShare Advisors LLC increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 38.1% in the fourth quarter, now owning 1,464,990 shares valued at $133.62 million. Other institutional investors like Akre Capital Management LLC and Ameriprise Financial Inc. also significantly increased their holdings. The company's stock is trading at $91.92, with a market capitalization of $76.18 billion, and has an average analyst rating of "Moderate Buy" with a target price of $112.25.
Resona Asset Management Co. Ltd. Lowers Stock Position in O'Reilly Automotive, Inc. $ORLY
Resona Asset Management Co. Ltd. reduced its stake in O'Reilly Automotive, Inc. by 3.4% in the fourth quarter, selling 11,122 shares and holding 319,838 shares valued at $29.2 million. Despite this, other institutional investors have increased their positions, and 85.00% of the company's stock is owned by hedge funds and institutional investors. Analysts currently rate O'Reilly Automotive with a "Moderate Buy" consensus and a target price of $112.25.
Mission Wealth Management LP Decreases Holdings in O'Reilly Automotive, Inc. $ORLY
Mission Wealth Management LP reduced its stake in O'Reilly Automotive (NASDAQ:ORLY) by 72.2% in the fourth quarter, selling 27,446 shares. Despite this, other institutional investors like Vanguard and Akre Capital significantly increased their holdings, and ORLY reported stronger-than-expected quarterly earnings. Analysts maintain a "Moderate Buy" rating for the stock with an average price target of $112.25.
Fairtree Asset Management Pty Ltd Takes Position in O'Reilly Automotive, Inc. $ORLY
Fairtree Asset Management Pty Ltd purchased 15,183 shares of O'Reilly Automotive, Inc. valued at approximately $1.39 million during the fourth quarter, establishing a new position. This comes despite significant insider selling by SVP Philip M. Hopper and CEO Brad W. Beckham in May, reducing their holdings. O'Reilly Automotive recently outperformed analysts' expectations with reported EPS of $0.72 and revenue of $4.56 billion, and analysts currently rate the stock as a Moderate Buy with a consensus price target of $112.25.
Stronger Q1 Results and Store Expansion Plans Could Be A Game Changer For O'Reilly (ORLY)
O'Reilly Automotive reported strong Q1 2026 results with US$4.56 billion in revenue and US$842 million in operating income, alongside plans to open up to 235 new stores in 2026. This performance reinforces the company's growth narrative despite shareholders rejecting a proposal on political spending. The focus remains on store expansion and managing rising costs and competitive pressures to maintain margins and achieve projected revenues and earnings by 2029.
O’Reilly Auto Affirms Leadership, Governance and Compensation Framework
O'Reilly Automotive's board approved a $2 million stock option award for Executive Chairman Greg Henslee, vesting over four years to align his interests with shareholders. Shareholders re-elected directors, approved executive compensation, and ratified the auditor, while rejecting a proposal on corporate political spending, indicating strong support for the company's current governance. TipRanks' AI Analyst, Spark, rates ORLY as Neutral, citing strong operating performance and earnings outlook balanced against elevated balance-sheet risk and valuation concerns.
Maria Sastre (NASDAQ: ORLY) receives 2,035 restricted O'Reilly shares
O'Reilly Automotive director Maria Sastre received a grant of 2,035 shares of common stock as a restricted share award, with a reference price of $88.49 per share. The award is scheduled to vest in a single installment on May 13, 2027. Following this grant, Sastre's direct holdings in O'Reilly Automotive total 16,970 shares, comprising 2,035 unvested restricted shares and 14,935 directly held shares.
Familiar Goodyear tire for Coca-Cola 600
Goodyear will provide a familiar tire setup for the NASCAR Cup Series' Coca-Cola 600, using the same Goodyear Racing Eagle tires that have been run four previous times this season on intermediate tracks. This setup is the latest evolution of their intermediate track tire package, and teams come with valuable data. Additionally, for the eighth consecutive Memorial Day weekend, Goodyear branding on all tires will feature the Honor and Remember logo.
TimesSquare Capital Management LLC Sells 45,065 Shares of O'Reilly Automotive, Inc. $ORLY
TimesSquare Capital Management LLC reduced its stake in O'Reilly Automotive, Inc. by 4.5% during the fourth quarter, selling 45,065 shares. Institutional investors collectively own 85.00% of the stock, with several firms increasing their holdings significantly. Analysts largely maintain a "Moderate Buy" rating for O'Reilly Automotive, with a consensus target price of $112.25.
Man Tries To Price-Match Between O’Reilly And AutoZone. Then He Makes A Decision—And Learns An Expensive Lesson: 'I Can Look'
A content creator named Dave Savage attempted to price-match a motorcycle battery between O’Reilly Auto Parts and AutoZone but encountered higher in-store prices than online, and unhelpful customer service. Both O'Reilly and AutoZone have policies against price-matching online prices, which Savage discovered the hard way, leading him to conclude that poor customer service and price discrepancies drive consumer business to online retailers like Amazon. The article highlights the differences between online and in-store shopping for auto parts and includes comments from others sympathetic to both the consumer and the store employees.
North Dakota State Investment Board Takes Position in O'Reilly Automotive, Inc. $ORLY
The North Dakota State Investment Board has acquired a new stake of 29,232 shares, valued at approximately $2.67 million, in O'Reilly Automotive (NASDAQ:ORLY) during the fourth quarter. This move aligns with a broader trend of institutional investment, though insider selling by CEO Brad W. Beckham and SVP Philip M. Hopper was also noted. O'Reilly Automotive recently surpassed quarterly earnings expectations and maintains a "Moderate Buy" consensus rating from analysts, with a target price of $112.25.
A Look at O'Reilly Automotive Inc (ORLY) After 3.7% Gain -- GF Value $94.10 vs Price $91.74
O'Reilly Automotive Inc (ORLY) shares gained 3.7% on May 18, 2026, trading at $91.74, which is 2.5% below its GF Value™ of $94.10, suggesting it is slightly undervalued. The company boasts a strong GF Score™ of 95/100, driven by excellent profitability and growth, though insider selling activity of $1.7 million in the last three months warrants caution for investors. Its current TTM P/E of 30.0x is also above its 5-year median, indicating a higher valuation than historical norms.
O'Reilly Automotive Inc stock (US67103H1077): option grant and analyst optimism keep Nasdaq retailer
O'Reilly Automotive Inc (ORLY) shares experienced a recent 3.7% climb, nearing record levels, partly due to a new stock option grant to its chairman and continued analyst optimism. The company's business model, focused on both DIY and professional automotive aftermarket segments, benefits from an aging vehicle fleet and robust logistics. While maintaining a strong market position, its valuation suggests investor expectations for sustained earnings growth, warranting attention to competitive dynamics and macroeconomic shifts.
O’Reilly Automotive elects board members and approves executive compensation
O’Reilly Automotive, Inc. held its 2026 Annual Meeting of Shareholders, where new board members were elected, executive compensation was approved, and a shareholder proposal on political spending was rejected. The company also announced a stock option award for Executive Chairman Greg Henslee. These decisions follow a strong first quarter performance that led several analysts to raise their price targets for the auto parts retailer.
O’Reilly Automotive elects board members and approves executive compensation
O'Reilly Automotive held its 2026 Annual Meeting where shareholders elected nine board members, including Greg Henslee and David O’Reilly. The board also approved a $2,000,000 stock option award for Executive Chairman Greg Henslee, vesting over four years. Shareholders also approved executive compensation and Ernst & Young as auditors, but rejected a proposal on corporate political spending.
[Form 4] O REILLY AUTOMOTIVE INC Insider Trading Activity
O'Reilly Automotive director John Raymond Murphy reported a new equity grant via a Form 4 filing. He received 2,035 restricted shares at $88.49 per share, which vest on May 13, 2027. This transaction is a compensation-related update and not an open-market purchase or sale, increasing his direct holdings to 6,595 shares and indirect holdings in an IRA to 8,125 shares.
O'Reilly Automotive (ORLY) director receives 2,035 restricted shares
O'Reilly Automotive director Kimberly A. deBeers was granted 2,035 restricted shares of Common Stock at $88.49 per share as part of her routine equity compensation. These shares vest in a single installment on May 13, 2027. Following this grant, Ms. deBeers beneficially owns a total of 4,000 shares, comprising 2,035 unvested restricted shares and 1,965 directly held shares.
O’Reilly (NASDAQ: ORLY) chairman awarded 56,039 stock options and reports holdings
O'Reilly Automotive's Chairman, Gregory L. Henslee, was granted 56,039 nonqualified stock options with an exercise price of $89.68 per share, vesting over four years and expiring on May 14, 2036. This award significantly updates his equity holdings, which now include 241,669 direct shares (including unvested restricted awards) and 191,604 indirect shares through a 401(k) plan and a Grantor Retained Annuity Trust (GRAT). The filing indicates a compensation-related awards rather than open-market transactions.
O’Reilly Automotive (NASDAQ: ORLY) reports 2026 meeting votes and $2M option grant
O’Reilly Automotive, Inc. (NASDAQ: ORLY) announced the results of its 2026 Annual Meeting, where shareholders elected nine directors, approved executive compensation, and ratified Ernst & Young LLP as independent auditors. The Board also granted Executive Chairman Greg Henslee a stock option award with a grant date fair value of $2,000,000, vesting over four years. A shareholder proposal regarding corporate political spending was not approved.
O'Reilly Automotive Inc. stock outperforms competitors on strong trading day
O'Reilly Automotive Inc. (ORLY) shares rose 3.67% to $91.74 on Monday, outperforming the broader market. This gain ended a three-day losing streak for the company's stock. The Dow Jones Industrial Average also saw a slight increase, while the S&P 500 Index experienced a minor decline on the same trading day.
[144] O REILLY AUTOMOTIVE INC SEC Filing
This article details an SEC Form 144 filing for O'Reilly Automotive Inc. (ORLY), indicating a proposed sale of securities. The filing specifies the sale of 2,595 shares of common stock with an aggregate market value of $230,098.65, acquired through restricted stock vesting on May 15, 2025. The transaction is scheduled for May 18, 2026, through Fidelity Brokerage Services LLC on NASDAQ.
Gabelli Funds LLC Lowers Stake in O'Reilly Automotive, Inc. $ORLY
Gabelli Funds LLC reduced its stake in O'Reilly Automotive (NASDAQ:ORLY) by 4.1% in Q4, selling 44,500 shares, but still holds over a million shares valued at $95.4 million. Despite the reduction, analysts maintain a "Moderate Buy" rating with a consensus price target of $112.25, after the company reported strong quarterly earnings and various institutional investors adjusted their positions. Recent insider sales by a SVP and CEO totaling over $1.6 million have also been noted.
20,041 Shares in O'Reilly Automotive, Inc. $ORLY Purchased by Aegis Wealth Management Inc.
Aegis Wealth Management Inc. initiated a new position in O'Reilly Automotive (NASDAQ:ORLY) by purchasing 20,041 shares valued at approximately $1.83 million during the fourth quarter, making it their 13th largest holding. Institutional ownership of O'Reilly Automotive remains strong at 85%, with notable increases from firms like Vanguard Group Inc. and Akre Capital Management LLC. Analysts maintain a "Moderate Buy" rating for ORLY with a consensus price target of $112.25, amidst recent insider selling but strong quarterly EPS and revenue beats.
O'Reilly Automotive, Inc. (NASDAQ:ORLY) Receives Consensus Recommendation of "Moderate Buy" from Analysts
O'Reilly Automotive, Inc. (NASDAQ:ORLY) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $112.25. The company recently surpassed quarterly earnings and revenue estimates. While some long-term earnings estimates were raised, certain future-quarter forecasts were slightly trimmed, indicating cautious optimism among analysts.
O’Reilly Automotive (ORLY) Q1 Revenue Rises 10% to $4.56B on Strong Comp Sales
O’Reilly Automotive (NASDAQ: ORLY) announced strong Q1 2026 results, with total revenue increasing 10% to $4.56 billion, driven by an 8.1% rise in comparable store sales. Net income grew 12% to $604 million, and diluted EPS climbed 16% to $0.72. The company also updated its full-year 2026 guidance, projecting total revenue between $18.7 billion and $19.0 billion.
O'Reilly Automotive stock (US67103H1077): institutional buying meets strong retail footprint
O'Reilly Automotive has seen increased institutional interest, with DNB Asset Management boosting its stake, even as the stock recently softened. The company operates as a major retailer and distributor of automotive aftermarket parts in North America, serving both professional repair shops and DIY customers through a dense store network. Its revenue is primarily driven by demand for replacement parts for aging vehicles, and its competitive position is maintained through parts availability, pricing strategies, and logistics efficiency in a competitive market.
AutoZone stock (US0530151036): Earnings in focus as investors watch automotive demand
AutoZone (US0530151036) recently released its quarterly figures, highlighting strong demand for automotive parts, especially in its commercial segment. The company's strategy focuses on store network density, efficient inventory management, and an expanding commercial business to serve professional repair shops. While the aftermarket benefits from aging vehicles, AutoZone navigates risks from technological shifts, such as electric vehicles, and ongoing competitive pressures.
O'Reilly Automotive stock (US67103H1077): solid Q1 numbers meet cautious market
O'Reilly Automotive reported stronger-than-expected Q1 2026 earnings of $0.72 per share and 10.2% revenue growth to $4.56 billion, reaffirming its full-year EPS guidance. Despite these positive results and generally favorable analyst price targets, the stock recently traded lower, closing down 1.3% on May 15, 2026. This disconnect highlights that while the company possesses a resilient business model and strong fundamentals, short-term market dynamics can diverge from long-term performance.
Thrivent Financial for Lutherans Has $33.88 Million Stock Position in O'Reilly Automotive, Inc. $ORLY
Thrivent Financial for Lutherans significantly increased its stake in O'Reilly Automotive (NASDAQ:ORLY) by 31.5% in the fourth quarter, now holding 370,954 shares valued at $33.88 million. Despite some insider selling from the CEO and SVP, analyst sentiment remains positive, with a "Moderate Buy" consensus and an average price target of $112.25 following strong Q1 earnings and raised FY 2026 EPS guidance. Other hedge funds have also notably boosted their positions in ORLY.
DNB Asset Management AS Purchases 21,002 Shares of O'Reilly Automotive, Inc. $ORLY
DNB Asset Management AS increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 12.8% during the fourth quarter, purchasing an additional 21,002 shares to bring its total holding to 184,783 shares valued at approximately $16.9 million. This move comes as O'Reilly Automotive reported strong quarterly earnings, beating analyst expectations with $0.72 EPS and a 10.2% increase in revenue. Despite positive fundamentals and a "Moderate Buy" consensus rating from analysts, the stock was trading down 1.3%. Insider selling by SVP Philip M. Hopper and CEO Brad W. Beckham was also reported, reducing their respective holdings significantly.
2026 Dover Motor Speedway O'Reilly Auto Parts Series Paint Schemes
This article showcases the various paint schemes used by drivers participating in the NASCAR O'Reilly Auto Parts Series BetRivers 200 at Dover Motor Speedway on May 16, 2026. It features numerous photos of cars, including both practice and race action, highlighting the unique designs and sponsors for each team and driver. The images capture a wide array of vehicles, from Chevrolet to Toyota, with their distinct liveries.
2026 O’Reilly Auto Parts Series Incentive Bonus hub: Information, winners, more
O'Reilly Auto Parts is sponsoring a new financial incentive program for the 2026 NASCAR O'Reilly Auto Parts Series. The program will award $5,700 to each race winner, a $26,000 bonus to the driver with the most per-race bonuses, and a $57,000 bonus to the series champion. In total, $271,100 will be awarded, bringing the total incentive with the Dash 4 Cash program to $671,100.
A Look At O'Reilly Automotive (ORLY) Valuation After Recent Share Price Weakness
O'Reilly Automotive (ORLY) has experienced recent stock price weakness across various timeframes, despite strong long-term returns. Simply Wall St's analysis suggests the stock is 19.3% undervalued with a fair value of $109.70, supported by store expansion, but notes a potentially expensive P/E ratio compared to peers, indicating mixed signals for investors.
Arbejdsmarkedets Tillaegspension Takes Position in O'Reilly Automotive, Inc. $ORLY
Arbejdsmarkedets Tillaegspension initiated a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during Q4, acquiring 246,779 shares valued at $22.5 million. This move comes as O'Reilly Automotive reported better-than-expected quarterly results, with EPS of $0.72 and revenue of $4.56 billion, exceeding analyst consensus. Wall Street maintains a "Moderate Buy" rating for the stock, with an average price target of $112.25, and several analysts have recently raised their targets.
