O'Reilly AutomotiveORLY
About: O'Reilly is an aftermarket automotive parts retailer in the United States and Mexico with more than $16 billion in annual sales. The company operates over 6,000 domestic stores and serves both the do-it-yourself (about 50% of sales) and professional (47% of sales) end markets. O'Reilly differentiates itself by providing quality service to its customers throughout the entirety of the vehicle diagnosis and purchasing process. Furthermore, the firm boasts an impressive hub-and-spoke distribution network designed to provide its localized store base with ample aftermarket part availability across a variety of vehicle makes and models.
Employees: 93,047
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
17,213% more repeat investments, than reductions
Existing positions increased: 1,385 | Existing positions reduced: 8
1171.12% more ownership
Funds ownership: 83.36% [Q1] → 1254.48% (+1171.12%) [Q2]
80% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 91
2% more funds holding
Funds holding: 1,524 [Q1] → 1,560 (+36) [Q2]
6% less capital invested
Capital invested by funds: $68.3B [Q1] → $64.3B (-$4B) [Q2]
10% less call options, than puts
Call options by funds: $177M | Put options by funds: $197M
32% less funds holding in top 10
Funds holding in top 10: 60 [Q1] → 41 (-19) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Evercore ISI Group Greg Melich | 7%upside $110 | Outperform Maintained | 12 Aug 2025 |
Citigroup Steven Zaccone | 11%upside $114 | Buy Maintained | 25 Jul 2025 |
DA Davidson Michael Baker | 12%upside $115 | Buy Maintained | 25 Jul 2025 |
BMO Capital Tristan Thomas-Martin | 7%upside $110 | Outperform Maintained | 25 Jul 2025 |
Truist Securities Scot Ciccarelli | 6%upside $109 | Buy Maintained | 25 Jul 2025 |
Financial journalist opinion
Based on 11 articles about ORLY published over the past 30 days
