O'Reilly Automotive, Inc.

(NASDAQ Global Select)
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Somewhat Bullish +45

Fund Update: 254,999 O'REILLY AUTO (ORLY) shares added to BARTLETT & CO. WEALTH MANAGEMENT LLC portfolio | ORLY Stock News - Quiver Quantitative

AI-generated analysis

πŸ“ˆ Bartlett & Co. Wealth Management LLC added 254,999 shares of ORLY based on Q1 2026 holdings.

πŸ“‰ UBS Asset Management removed 18,649,041 shares (-70.9%) and FMR LLC reduced holdings by 4,792,743 shares (-18.2%).

πŸ“ˆ Nuveen added 3,721,733 shares (+32.8%) and Wellington Management increased its position by 2,964,945 shares.

πŸ’° O'Reilly insiders sold stock four times in the last six months with zero purchases, led by CFO Jeremy Adam Fletcher selling 3,795 shares.

πŸ›οΈ Representative Jonathan L. Jackson sold up to $50,000 of ORLY stock on March 19.

πŸ“Š Four firms issued buy ratings recently, including RBC Capital and Morgan Stanley with 'Outperform' or 'Overweight' designations.

🎯 Analyst price targets for ORLY range from $108 to $120, with a median target of $112 set by 12 analysts.

πŸ“… Recent analyst targets were issued in late April and early May 2026 by firms like TD Cowen and UBS.

Bullish Signals
  • 718 institutional investors added ORLY shares to their portfolios in the most recent quarter, indicating broad institutional accumulation.
  • Major funds like Nuveen (+32.8%) and Wellington Management (+25.1%) significantly increased their positions during Q4 2025 or Q1 2026.
  • Wall Street consensus remains bullish with four firms issuing 'Outperform' or 'Overweight' ratings in the last several months.
  • Analysts have set a median price target of $112, with specific targets ranging up to $120 from UBS and TD Cowen.
Risk Factors
  • UBS Asset Management drastically reduced its position by removing over 18.6 million shares (-70.9%), representing a loss of approximately $1.7 billion.
  • FMR LLC (Fidelity) decreased its holdings by nearly 4.8 million shares (-18.2%), reducing exposure by roughly $437 million.
  • O'Reilly insiders have executed four sales in the past six months with no purchases, including significant sales from the CFO and SVP of Real Estate.
  • Representative Jonathan L. Jackson sold up to $50,000 worth of shares, adding to the recent insider selling activity.
Full Analysis
Bartlett & Co. Wealth Management LLC added 254,999 shares of O'Reilly Automotive (ORLY) to its portfolio based on a Q1 2026 SEC 13F filing dated March 31, 2026. This move contributes to a broader trend where 718 institutional investors increased their ORLY holdings in the most recent quarter, while 814 decreased theirs. The article details significant shifts among major institutional holders. Notable reductions include UBS Asset Management removing over 18.6 million shares and FMR LLC (Fidelity) cutting nearly 4.8 million shares. Conversely, Nuveen added roughly 3.7 million shares and Wellington Management increased its position by nearly 3 million shares during the reporting periods. Insider trading data reveals that O'Reilly executives have sold stock four times in the past six months with no purchases, including sales by CFO Jeremy Adam Fletcher and SVP Philip M Hopper. Additionally, Representative Jonathan L. Jackson sold up to $50,000 worth of shares. Analyst sentiment remains positive, with multiple firms issuing 'Outperform' or 'Overweight' ratings and a median price target of $112. Wall Street analysts have set varying price targets for ORLY in the last six months, ranging from $108 to $120. Recent targets include $115 from Greg Melich at Evercore ISI and $120 from Michael Lasser at UBS. The article notes that these estimates may be subject to filing or parsing errors but reflects a consensus of bullish outlooks from major financial institutions.