O'Reilly Automotive (ORLY)

• Market cap: $88.7B
• 1 day: -0.8%
• 5 days: -1.05%
• 1 month: 3.12%
• 3 months: 17.74%
• 6 months: 16.33%
• Year to date: 32.04%
• 1 year: 39.05%
• 5 years: 235.53%
• 10 years: 525.67%
• Sector: Consumer Discretionary
• Industry: Auto Parts

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)

74% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 94

14.68% more ownership

Funds ownership: 1250.56% [Q1] → 1265.24% (+14.68%) [Q2]

11% more call options, than puts

Call options by funds: $301M | Put options by funds: $272M

3% more funds holding

Funds holding: 1,527 [Q1] → 1,572 (+45) [Q2]

3% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 571

5% less capital invested

Capital invested by funds: $68.3B [Q1] → $64.9B (-$3.46B) [Q2]

32% less funds holding in top 10

Funds holding in top 10: 60 [Q1] → 41 (-19) [Q2]

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $86
• Avg. target: $110
• High target: $125

12 analyst ratings

• positive: 11 92%
• neutral: 1 8%
• negative: 0 0%

TD Cowen Max Rakhlenko	$125	Buy Maintained	15 Sep 2025
Evercore ISI Group Greg Melich	$110	Outperform Maintained	12 Aug 2025
Citigroup Steven Zaccone	$114	Buy Maintained	25 Jul 2025
DA Davidson Michael Baker	$115	Buy Maintained	25 Jul 2025
BMO Capital Tristan Thomas-Martin	$110	Outperform Maintained	25 Jul 2025