Recent discussions on X about O'Reilly Automotive (ORLY) have centered around the company's stock split and analyst upgrades, sparking a flurry of interest among investors. Many users have highlighted the 15-for-1 forward stock split as a move to make shares more accessible, potentially drawing in a wider retail investor base. There's also chatter about the company's aggressive share buyback program, with some viewing it as a strong signal of confidence from management.
Analyst actions have further fueled conversations, with several posts noting upgraded price targets and positive ratings like 'Buy' and 'Outperform' from major firms. Some users have pointed out insider trading activity as a point of intrigue, questioning what it might mean for the stock's near-term trajectory. The mix of strategic corporate moves and external endorsements keeps the dialogue lively and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
O'Reilly Automotive Congressional Stock Trading
Members of Congress have traded $ORLY stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/29 and 1 sale worth up to $15,000 on 05/30.
- REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
O'Reilly Automotive Insider Trading Activity
O'Reilly Automotive insiders have traded $ORLY stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by insiders over the last 6 months:
- GREGORY L HENSLEE (CHAIRMAN OF THE BOARD) has made 0 purchases and 2 sales selling 9,000 shares for an estimated $11,879,578.
- CARL DAVID WILBANKS (SVP OF MERCHANDISE) sold 88,485 shares for an estimated $9,073,039
- LAWRENCE P OREILLY has made 0 purchases and 3 sales selling 4,500 shares for an estimated $5,886,213.
- MARK JOSEPH MERZ (SVP OF INTERNATIONAL) has made 0 purchases and 2 sales selling 34,555 shares for an estimated $3,399,178.
- RAMON PARISES ODEMS (SVP NORTHEAST STORE OPS &SALES) sold 2,000 shares for an estimated $2,720,900
- JASON LEE TARRANT (EVP STORE OPS/SALES) sold 1,992 shares for an estimated $2,667,480
- CHRISTOPHER ANDREW MANCINI (SVP OF STORE OPERATIONS) sold 1,557 shares for an estimated $2,108,197
- TAMARA F. CONN (SVP OF LEGAL & GENERAL COUNSEL) sold 1,524 shares for an estimated $2,022,017
- BRAD W BECKHAM (CEO) sold 833 shares for an estimated $1,082,900
- ANDREA WEISS sold 248 shares for an estimated $325,184
- SHARI LYNNE REAVES (SVP OF HR AND TRAINING) has made 0 purchases and 2 sales selling 2,086 shares for an estimated $323,223.
- JOHN RAYMOND MURPHY sold 200 shares for an estimated $275,800
- MARIA SASTRE sold 595 shares for an estimated $60,877
- NAJERA JOSE A MONTELLANO (SVP OF WESTERN STORE OPS/SALES) sold 19 shares for an estimated $25,686
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
O'Reilly Automotive Hedge Fund Activity
We have seen 745 institutional investors add shares of O'Reilly Automotive stock to their portfolio, and 771 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 27,312,593 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $2,461,684,007
- NORGES BANK added 10,812,330 shares (+inf%) to their portfolio in Q2 2025, for an estimated $974,515,302
- WELLINGTON MANAGEMENT GROUP LLP removed 5,512,931 shares (-19.1%) from their portfolio in Q2 2025, for an estimated $496,880,471
- VICTORY CAPITAL MANAGEMENT INC added 4,889,018 shares (+381.7%) to their portfolio in Q2 2025, for an estimated $440,647,192
- AMUNDI removed 4,716,752 shares (-42.8%) from their portfolio in Q2 2025, for an estimated $425,120,857
- ASSENAGON ASSET MANAGEMENT S.A. removed 4,300,179 shares (-94.5%) from their portfolio in Q2 2025, for an estimated $387,575,133
- WINSLOW CAPITAL MANAGEMENT, LLC removed 3,597,252 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $324,220,322
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
O'Reilly Automotive Analyst Ratings
Wall Street analysts have issued reports on $ORLY in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 08/12/2025
- RBC Capital issued a "Outperform" rating on 07/25/2025
- Guggenheim issued a "Buy" rating on 07/25/2025
- Truist Securities issued a "Buy" rating on 07/25/2025
- BMO Capital issued a "Outperform" rating on 07/25/2025
- DA Davidson issued a "Buy" rating on 07/25/2025
- Citigroup issued a "Buy" rating on 07/25/2025
To track analyst ratings and price targets for O'Reilly Automotive, check out Quiver Quantitative's $ORLY forecast page.
O'Reilly Automotive Price Targets
Multiple analysts have issued price targets for $ORLY recently. We have seen 12 analysts offer price targets for $ORLY in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Greg Melich from Evercore ISI Group set a target price of $110.0 on 08/12/2025
- Seth Sigman from Barclays set a target price of $86.0 on 07/25/2025
- Michael Baker from DA Davidson set a target price of $115.0 on 07/25/2025
- Steven Forbes from Guggenheim set a target price of $110.0 on 07/25/2025
- Steven Zaccone from Citigroup set a target price of $114.0 on 07/25/2025
- Steven Shemesh from RBC Capital set a target price of $104.0 on 07/25/2025
- Scot Ciccarelli from Truist Securities set a target price of $109.0 on 07/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
