O'Reilly AutomotiveORLY
About: O'Reilly is an aftermarket automotive parts retailer in the United States and Mexico with nearly $16 billion in annual sales. The company operates over 6,000 domestic stores and serves both the do-it-yourself (about 55% of sales) and professional (45% of sales) end markets. Despite operating amid a highly fragmented industry, 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 product availability across a variety of vehicle makes and models.
Employees: 90,302
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
12% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 98
3% more capital invested
Capital invested by funds: $55.6B [Q2] → $57.1B (+$1.53B) [Q3]
1% less funds holding
Funds holding: 1,373 [Q2] → 1,366 (-7) [Q3]
3% less funds holding in top 10
Funds holding in top 10: 35 [Q2] → 34 (-1) [Q3]
3.05% less ownership
Funds ownership: 89.45% [Q2] → 86.4% (-3.05%) [Q3]
12% less call options, than puts
Call options by funds: $342M | Put options by funds: $389M
21% less repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 554
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
BMO Capital Tristan Thomas-Martin 67% 1-year accuracy 6 / 9 met price target | 10%upside $1,450 | Outperform Maintained | 10 Feb 2025 |
Barclays Seth Sigman 68% 1-year accuracy 32 / 47 met price target | 5%downside $1,250 | Equal-Weight Maintained | 7 Feb 2025 |
DA Davidson Michael Baker 58% 1-year accuracy 25 / 43 met price target | 16%upside $1,525 | Buy Maintained | 7 Feb 2025 |
RBC Capital Steven Shemesh 76% 1-year accuracy 39 / 51 met price target | 10%upside $1,453 | Outperform Maintained | 7 Feb 2025 |
Guggenheim Steven Forbes 45% 1-year accuracy 9 / 20 met price target | 12%upside $1,475 | Buy Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 13 articles about ORLY published over the past 30 days









