KEYBANK NATIONAL ASSOCIATION/OH has added 326,664 shares of $ORLY to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ORLY.
O'REILLY AUTO Hedge Fund Activity
We have seen 740 institutional investors add shares of O'REILLY AUTO stock to their portfolio, and 764 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 18,649,041 shares (-70.9%) from their portfolio in Q4 2025, for an estimated $1,700,979,029
- FMR LLC removed 4,792,743 shares (-18.2%) from their portfolio in Q4 2025, for an estimated $437,146,089
- RAKUTEN INVESTMENT MANAGEMENT, INC. removed 3,232,663 shares (-95.4%) from their portfolio in Q4 2025, for an estimated $294,851,192
- WELLINGTON MANAGEMENT GROUP LLP added 2,964,945 shares (+25.1%) to their portfolio in Q4 2025, for an estimated $270,432,633
- BESSEMER GROUP INC removed 2,356,799 shares (-54.5%) from their portfolio in Q4 2025, for an estimated $214,963,636
- PRINCIPAL FINANCIAL GROUP INC removed 2,329,182 shares (-9.7%) from their portfolio in Q4 2025, for an estimated $212,444,690
- VOYA INVESTMENT MANAGEMENT LLC removed 2,160,086 shares (-61.2%) from their portfolio in Q4 2025, for an estimated $197,021,444
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
O'REILLY AUTO Insider Trading Activity
O'REILLY AUTO insiders have traded $ORLY stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by insiders over the last 6 months:
- JEREMY ADAM FLETCHER (EVP & CFO) sold 3,795 shares for an estimated $379,500
- PHILIP M HOPPER (SVP OF REAL ESTATE & EXPANSION) sold 3,500 shares for an estimated $354,361
- JOHN RAYMOND MURPHY sold 3,125 shares for an estimated $289,376
- CHRISTOPHER ANDREW MANCINI (SVP OF STORE OPERATIONS) sold 2,355 shares for an estimated $238,585
- MARIA SASTRE sold 1,000 shares for an estimated $92,681
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
O'REILLY AUTO Congressional Stock Trading
Members of Congress have traded $ORLY stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 03/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE KEVIN HERN sold up to $15,000 on 10/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
O'REILLY AUTO Analyst Ratings
Wall Street analysts have issued reports on $ORLY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/30/2026
- Morgan Stanley issued a "Overweight" rating on 01/15/2026
- Evercore ISI Group issued a "Outperform" rating on 12/16/2025
- Baird issued a "Outperform" rating on 12/04/2025
To track analyst ratings and price targets for O'REILLY AUTO, check out Quiver Quantitative's $ORLY forecast page.
O'REILLY AUTO Price Targets
Multiple analysts have issued price targets for $ORLY recently. We have seen 10 analysts offer price targets for $ORLY in the last 6 months, with a median target of $109.5.
Here are some recent targets:
- Greg Melich from Evercore ISI Group set a target price of $110.0 on 04/07/2026
- Steven Zaccone from Citigroup set a target price of $110.0 on 02/09/2026
- David Bellinger from Mizuho set a target price of $105.0 on 02/06/2026
- Steven Shemesh from RBC Capital set a target price of $109.0 on 02/06/2026
- Scot Ciccarelli from Truist Securities set a target price of $107.0 on 02/06/2026
- Michael Baker from DA Davidson set a target price of $110.0 on 02/06/2026
- Christopher Horvers from JP Morgan set a target price of $108.0 on 02/06/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ORLY ticker page for more data.
