Institutional investors massively increased O’Reilly Automotive stock holdings after strong Q2 earnings and raised guidance.

Institutional investors including PFG Advisors, Summit X LLC, and Los Angeles Capital Management significantly increased their stakes in O’Reilly Automotive (ORLY) during the second quarter, with some boosting holdings by over 1,000%. The company reported strong Q2 2025 earnings on October 22, posting $0.85 EPS and $4.71 billion in revenue, up 7.8% year-over-year, slightly exceeding estimates. O’Reilly raised its fiscal 2025 earnings guidance to $2.90–$3.00 per share. The stock, trading at $97.09 with a market cap of $82.38 billion, has a forward P/E of 33.63 and a consensus "Moderate Buy" rating with a $111.89 target. Over the past 90 days, insiders sold 92,205 shares worth about $9.42 million, reducing insider ownership to 1.01%.