O'Reilly Automotive (NASDAQ:ORLY) Stock

O'REILLY AUTOMOTIVE INC

O'Reilly Automotive

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. 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 part availability across a variety of vehicle makes and models.

O'Reilly Automotive Inc

On Thursday, Goldman Sachs analyst Brooke Roach discussed the impact of the U.S. reciprocal tariffs on retail companies.
On April 2, President Trump announced reciprocal tariffs, including a 10% hike on all countries except Mexico and Canada, with higher rates for select nations with trade deficits.
The most significant retail impact is expected from increased tariffs on major sourcing partners like Vietnam, Indonesia, Bangladesh, and Cambodia, said the analyst.
The U.S. is significantly raising tariffs on imports, with China&#8217;s tariff rate increasing to 54% (up from 20%). Other key sourcing countries like Vietnam (46%), Indonesia (32%), Bangladesh (37%), Cambodia (49%), and India (27%) will also see tariff hikes, while EU imports face a 20% tariff.
Canada and Mexico remain exempt under USMCA, though non-USMCA compliant goods will be taxed at 12%. Overall, apparel and footwear tariffs are estimated to rise to an average of 38%, noted the analyst.
Additionally, the de minimis duty-free exemption for packages under $800 from China and Hong Kong will end on May 1, 2025.
These shipments will face a 30% tariff or $25 per item, increasing to $50 per item after June 1, 2025. The Secretary of Commerce will review within 90 days whether to expand this policy to Macau.
The newly announced tariffs will pressure brands and retailers, forcing them to adjust pricing, negotiate with vendors, and optimize costs to protect margins.
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While most companies will be affected, some are less exposed, including brands with lower U.S. sales exposure like Amer Sports Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>), Canada Goose Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOOS#NYSE">GOOS</a>) and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>). Retailers with indirect sourcing, such as department stores and off-price retailers, could benefit from supply chain disruptions.
Companies that do not source their product from international markets or source from exempt regions, such as Savers Value Village Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SVV#NYSE">SVV</a>) with thrift business model and Kontoor Brands Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KTB#NYSE">KTB</a>) reliance on Mexico, though it also sources from Bangladesh, are less exposed.
The analyst notes that brands with momentum and strong consumer engagement are likely to have more substantial relative pricing power in the marketplace overall.
The analyst noted higher exposure to incrementally new tariffs from Vietnam and Cambodia-exposed businesses include sportswear like Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) and general apparel like Torrid Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CURV#NYSE">CURV</a>), Figs Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIGS#NYSE">FIGS</a>), Victoria&#8217;s Secret &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>), and Gap Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>).
The Home Furnishings industry with companies like RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) and Williams-Sonoma Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>) faces the greatest risk from tariffs due to its high exposure to China and Vietnam and the discretionary nature of its products.
RH sources 72% of its products from Asia, including 23% from China and 35% from Vietnam, while WSM has 23% China and 14% Vietnam exposure.
Retailers Five Below Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) and Best Buy Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) are also vulnerable, with 60% of their products sourced from China. While Vietnam exposure remains unclear for most industries, home furnishing companies have the highest risk, said the analyst.
On the other hand, Auto Parts companies like Advance Auto Parts Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>), AutoZone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) and O&#8217;Reilly Automotive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) and Home Improvement retailers like Home Depot Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) and Lowe&#8217;s Companies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>) are better positioned, as they can pass increased costs.
Similarly, retailers that sell food like Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), BJ&#8217;s Wholesale Club Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BJ#NYSE">BJ</a>), and Costco Wholesale Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>) are relatively insulated.
Companies with minimal reliance on China, such as Ulta Beauty Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) and Bath &amp; Body Works Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>), are also well-positioned against these tariffs.
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Goldman Sachs Warns Tariffs Will Hit Apparel And Home Furnishings Hardest, Highlights Most Exposed Stocks

Goldman Sachs analyst Kate McShane on Tuesday highlighted concerns over market volatility, declining consumer activity, and ongoing economic uncertainty within the auto parts retail sector, which are influencing th<a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">e overall outlook on a few major players in the niche industry.</a>
As a result, the analyst adjusted ratings for Genuine Parts Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPC#NYSE">GPC</a>) and AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>).
Here are the key takeaways from the analyst:
Genuine Parts: McShane downgraded the stock from Neutral to Sell, lowering <a target="_blank" href="https://www.benzinga.com/quote/GPC/analyst-ratings" rel="noreferrer noopener">the price forecast from $133 to $114.</a>
The analyst writes that Genuine Parts is less well-positioned in the current market environment compared to peers like O&#8217;Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) and AutoZone, mainly due to recent underperformance at its NAPA business, slowing trends in its European Automotive segment, and potential risks from its Industrial division in the face of an uncertain macro environment.
While Genuine Parts&#8217; guidance for FY25 suggests a stronger second half of the year, the analyst views this recovery as dependent on steady improvements in end-market demand, which may face downside risks, particularly if current trends continue to underperform management&#8217;s expectations.
The analyst observes that comparable trends at Genuine Parts&#8217; European Automotive business have weakened over the past year, with the potential for continued softness in the near term, raising concerns about the company&#8217;s performance in that segment going forward.
The analyst has revised the FY25 EPS estimate to $7.82, down from $7.94, reflecting a more cautious outlook for the second half of the year in terms of both sales and margins.
Additionally, the FY26 and FY27 EPS estimates have been lowered to $8.60 (from $9.09) and $9.55 (from $10.06), indicating ongoing concerns about future performance.
GPC shares are trading lower by 0.81% to $118.18 at last check Tuesday.
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AutoZone: McShane upgraded AutoZone from Sell to Neutral, <a target="_blank" href="https://www.benzinga.com/quote/AZO/analyst-ratings" rel="noreferrer noopener">raising the price forecast from $3,044 to $3,811.</a>
The analyst has upgraded the stock, citing the company&#8217;s defensively positioned business, which appears increasingly attractive in the current macroeconomic environment.
Per McShane, key factors include improvements in AutoZone&#8217;s &#8220;do it for me,&#8221; or DIFM business, a recovery in DIY trends, and the auto parts industry&#8217;s strong pricing power, which should help offset any potential tariff impacts.
Since being added to the Americas Sell list on October 14, 2024, AutoZone&#8217;s shares have risen 19.6%, outperforming the S&amp;P 500, which declined by 4.8%.
The analyst acknowledges that trends in AutoZone&#8217;s domestic business have improved, contrary to their previous view, with the company gaining market share and seeing resilient demand, particularly from its DIY customer base.
Meanwhile, the analyst also notes that AutoZone&#8217;s current valuation, based on its NTM EV/EBITDA, is above historical levels, indicating that investors are placing greater value on the company&#8217;s defensive positioning amid current market uncertainty.
The analyst has increased the FY25 EPS estimate to $148.36, up from $146.65, driven by slightly stronger domestic same-store sales growth and revised tax rate assumptions.
AZO shares are trading lower by 0.03% to $3,811.74 at last check Tuesday.
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Goldman Sachs Shakes Up Auto Parts Stocks: Downgrades Genuine Parts, Upgrades AutoZone Amid Economic Volatility

The <a href="https://www.benzinga.com/topic/s-p-500">S&amp;P 500 had</a> a rough start to 2025, sinking 6.53% over the first quarter, but not every sector suffered the same fate. 
While energy stocks lit up the leaderboard with a scorching 9.31% gain, consumer discretionary and technology stocks took a beating, plunging 14.23% and 13.1%, respectively.
<h2 class="wp-block-heading">Energy's Power Play</h2>
Oil and gas stocks came out swinging, with Hess Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>) leading the charge, soaring 21.34% over the past three months. EQT Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) followed closely, rising 19.61%, while Devon Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) and Coterra Energy (CTRA) also <a href="https://www.sectorspdrs.com/sectortracker">posted</a> double-digit gains. 
The biggest energy players, Chevron Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and Exxon Mobil Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), delivered solid performances as well, gaining 15.34% and 10.57%, respectively.
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<h2 class="wp-block-heading">Consumer Discretionary's Divide</h2>
It was a brutal quarter for consumer discretionary, but not all stocks in the sector were drowning. Auto parts retailers proved surprisingly resilient, with O'Reilly Automotive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) accelerating 17.64% and AutoZone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) climbing 16.33%. Yum! Brands Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>), the parent company of Taco Bell and KFC, also managed a 15.18% gain, proving that fast food remains a winning bet even in choppy markets.
<h2 class="wp-block-heading">Tech's Tough Quarter—But Some Shined</h2>
Tech stocks had a miserable run, but a few managed to buck the trend. VeriSign Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) surged 23.03%, leading the charge, while Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Roper Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROP#NASDAQ">ROP</a>) gained 11.87% and 11.21%, respectively. IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) also posted a solid 9.53% gain, and Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) continued its momentum, adding 8.56%.
<h2 class="wp-block-heading">What's Next?</h2>
With the second quarter underway, investors will be watching if Energy can keep its momentum or if beaten-down sectors like Tech and Consumer Discretionary stage a comeback. 
For now, it&#8217;s clear: Energy stocks ruled the first quarter, while Tech and Discretionary stocks got left in the dust.
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Shares of auto-repair stocks are higher after President Trump said he would introduce new tariffs on auto and auto parts imports. Tariffs could increase auto prices and support demand for used cars and repairs.

O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) has outperformed the market over the past 15 years by 15.17% on an annualized basis producing an average annual return of 26.23%. Currently, O'Reilly Automotive has a market capitalization of $79.24 billion. 
Buying $1000 In ORLY: If an investor had bought $1000 of ORLY stock 15 years ago, it would be worth $33,109.09 today based on a price of $1380.98 for ORLY at the time of writing.
<h3>O'Reilly Automotive's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743020113_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In O'Reilly Automotive 15 Years Ago Would Be Worth Today

In a market environment that's anything but calm, both individual investors and mutual fund managers are rethinking their strategies. Growth stocks are proving elusive, so many are turning to defensive names—a tactic long embraced by <a href="https://www.benzinga.com/startups/25/02/43451833/warren-buffetts-1m-bet-why-simple-index-funds-crushed-hedge-funds-by-7-1-to-2-2-over-a-decade">Warren Buffett</a>.
<a href="https://www.investors.com/research/best-stocks-to-buy-watch-ibd-screen-of-the-day/">Investor's Business Daily's</a> "Stocks That Funds Are Buying" screener recently highlighted 14 stocks that fit the bill. Among these, Coca‑Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) and O'Reilly Automotive (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NYSE">ORLY</a>) are getting a lot of attention.
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<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.55 per share now</a>.</li>
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<h2 class="wp-block-heading">Defensive Moves Gain Ground</h2>
Coca‑Cola has managed to stand out even as major indexes have been slipping and market volatility has increased. According to <a href="https://www.alphaspread.com/comparison/nyse/ko/vs/indx/gspc">Alpha Spread</a>, over the past 12 months, Coca-Cola has outperformed the S&amp;P 500, delivering a 19% return compared to the index&#8217;s 9% growth. This strong performance highlights Coca-Cola&#8217;s resilience and continued investor confidence.
The stock's weekly performance has placed it solidly in a buy zone, with critical entry levels around $71.77 and 72.65. Coca‑Cola's momentum has been strong since late January, and recent <a href="https://d1io3yog0oux5.cloudfront.net/_2e64352bb48bdc5f4b77d6dc46c09d7e/cocacolacompany/db/734/8176/earnings_release/2024+Q4+Earnings+Release+%28Ex-99.1%29+-+Final.pdf">fourth‑quarter earnings estimates </a>exceeded expectations, according to <a href="https://www.fool.com/data-news/2025/02/11/coca-cola-tops-q4-estimates-demand-up/">The Motley Fool</a>.
Forecasts indicate earnings could grow by 3% to 4% in 2025. Notably, <a href="https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-ko/coca-cola/news/the-coca-cola-company-nyseko-is-favoured-by-institutional-ow-2">Simply Wall Street</a> reports institutional investors hold approximately 65% of Coca-Cola&#8217;s shares, highlighting strong confidence from major investment firms. A steady dividend yield of 2.8% only adds to the stock's appeal.
Trending: This platform is reshaping how you invest in private companies —<a href="https://www.benzinga.com/money/kingscrowd-adv"> and you can be a part of it for $0.18 per share</a>
O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) is also turning heads. As consumers increasingly choose to maintain and repair their current vehicles over buying new ones in uncertain times, demand for auto parts has remained steady. Its share price has been creeping above a flat‑base buy zone, even hitting levels of $1,348.16.&nbsp;
Despite some fluctuations following a <a href="https://corporate.oreillyauto.com/2025/02/05/oreilly-automotive-inc-reports-fourth-quarter-and-full-year-2024-results-3/">mixed fourth‑quarter report</a> in February, the stock has accumulated over a 13% gain year‑to‑date, as reported by <a href="https://www.macrotrends.net/stocks/charts/ORLY/oreilly-automotive/stock-price-history">Macrotrends</a>.&nbsp;
The company's fundamentals—reflected in an earnings stability factor of 7, an accumulation/distribution rating of B–, and a 1.2 up/down volume ratio—indicate a solid position. Recent data from <a href="https://www.investors.com/ibd-data-stories/oreilly-automotive-joins-rank-of-stocks-with-rs-ratings-over-90/">Investors Business Daily</a> shows that its relative strength rating has risen into the 90s, reinforcing its defensive status.
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In the midst of this shift, big money managers scoop up shares, reinforcing a trend toward safer investments. Data from<a href="https://www.marketwatch.com/story/active-mutual-funds-struggle-to-beat-large-cap-stock-benchmarks-again-ba4a2f6d"> MarketWatch</a> reveal that just 36% of actively managed U.S. large‑cap mutual funds outperformed their benchmarks in 2024. This underperformance has nudged managers to lean into <a href="https://www.benzinga.com/startups/25/02/43466203/warren-buffetts-127-billion-stock-sell-off-sends-wall-street-a-stark-warning-for-2025-below-average-returns-ahead">stocks</a> that promise steady returns.
Not everyone sees the picture the same way. Some market strategists<a href="https://www.wsj.com/finance/stocks/investor-sentiment-outlook-aaii-survey-725a24bb"> </a>believe that high‑quality growth stocks still carry long‑term potential if market sentiment shifts. According to <a href="https://washingtoncrossingadvisors.com/why-market-stress-favors-quality-the-macroeconomic-case-for-quality-investing/">Washington Crossing Advisors</a>, high-quality companies generally fare better in a difficult economic environment because they possess good balance sheets and sound earnings.
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Warren Buffett's $24B Coca-Cola Bet Still Pays Off—Stock Nears Record High As 'Big Money Managers Scoop Up Shares'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
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<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
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<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$225.00</td>
<td>$37.2K</td>
<td>10.4K</td>
<td>63.7K</td>
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<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$150.00</td>
<td>$30.3K</td>
<td>27.0K</td>
<td>11.2K</td>
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<td>RIVN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$11.00</td>
<td>$31.5K</td>
<td>23.7K</td>
<td>4.5K</td>
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<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$190.00</td>
<td>$31.7K</td>
<td>1.4K</td>
<td>741</td>
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<td>ETSY</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$35.00</td>
<td>$109.8K</td>
<td>168</td>
<td>519</td>
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<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$75.00</td>
<td>$44.5K</td>
<td>3.0K</td>
<td>336</td>
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<td>UAA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$53.8K</td>
<td>1.0K</td>
<td>200</td>
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<td>JD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$30.00</td>
<td>$59.1K</td>
<td>3.4K</td>
<td>38</td>
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<td>PDD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$130.00</td>
<td>$31.3K</td>
<td>777</td>
<td>16</td>
</tr>
<tr>
<td>ORLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$1200.00</td>
<td>$53.9K</td>
<td>17</td>
<td>11</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a put option sweep with neutral sentiment. It expires in 3 day(s) on March 21, 2025. Parties traded 62 contract(s) at a $225.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.2K, with a price of $600.0 per contract. There were 10449 open contracts at this strike prior to today, and today 63744 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on March 21, 2025. This event was a transfer of 330 contract(s) at a $150.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $30.3K, with a price of $92.0 per contract. There were 27085 open contracts at this strike prior to today, and today 11269 contract(s) were bought and sold. 
• Regarding RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on March 21, 2025. Parties traded 420 contract(s) at a $11.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $75.0 per contract. There were 23778 open contracts at this strike prior to today, and today 4593 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option trade that happens to be bullish, expiring in 59 day(s) on May 16, 2025. This event was a transfer of 23 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $31.7K, with a price of $1380.0 per contract. There were 1495 open contracts at this strike prior to today, and today 741 contract(s) were bought and sold. 
• For ETSY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>), we notice a put option sweep that happens to be bearish, expiring in 185 day(s) on September 19, 2025. This event was a transfer of 519 contract(s) at a $35.00 strike. This particular put needed to be split into 78 different trades to become filled. The total cost received by the writing party (or parties) was $109.8K, with a price of $210.0 per contract. There were 168 open contracts at this strike prior to today, and today 519 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a call option trade with bullish sentiment. It expires in 94 day(s) on June 20, 2025. Parties traded 100 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $44.5K, with a price of $445.0 per contract. There were 3050 open contracts at this strike prior to today, and today 336 contract(s) were bought and sold. 
• Regarding UAA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAA#NYSE">UAA</a>), we observe a call option sweep with bullish sentiment. It expires in 668 day(s) on January 15, 2027. Parties traded 200 contract(s) at a $5.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $53.8K, with a price of $269.0 per contract. There were 1074 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option trade that happens to be neutral, expiring in 304 day(s) on January 16, 2026. This event was a transfer of 35 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $59.1K, with a price of $1690.0 per contract. There were 3433 open contracts at this strike prior to today, and today 38 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a put option sweep that happens to be bearish, expiring in 304 day(s) on January 16, 2026. This event was a transfer of 14 contract(s) at a $130.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.3K, with a price of $2240.0 per contract. There were 777 open contracts at this strike prior to today, and today 16 contract(s) were bought and sold. 
• Regarding ORLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), we observe a put option trade with bearish sentiment. It expires in 276 day(s) on December 19, 2025. Parties traded 11 contract(s) at a $1200.00 strike. The total cost received by the writing party (or parties) was $53.9K, with a price of $4900.0 per contract. There were 17 open contracts at this strike prior to today, and today 11 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

BABA

ETSY

Citigourp Global Markets 2% Protected Notes Linked To The Djia

RIVN

TSLA

10 Consumer Discretionary Stocks Whale Activity In Today's Session

O'Reilly Automotive shares are trading higher after the company announced a 1-for-15 stock split subject to shareholder approval.

<ul>
<li>Board approves 15-for-1 stock split, subject to shareholder approval of share authorization increase</li>
<li>Split is aimed at helping team members take advantage of employee stock purchase benefits</li>
</ul>
SPRINGFIELD, Mo., March 13, 2025 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. (the "Company" or "O'Reilly") (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced that its Board of Directors (the "Board") approved a 15-for-1 split of its common stock, to be effected in the form of a one-time special stock dividend.
The stock split is subject to shareholder approval of an amendment to O'Reilly's Articles of Incorporation to increase the number of authorized shares of common stock to accommodate the stock split. O'Reilly intends to seek shareholder approval for this amendment at its upcoming annual meeting on May 15, 2025.

Stock Split

O'Reilly Automotive Approves 15-For-1 Stock Split, Subject To Shareholder Approval Of An Increase In The Number Of Authorized Shares Of Common Stock At Its Upcoming Annual Meeting On May 15, 2025

Guggenheim analyst Steven Forbes reiterates O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Buy and maintains $1475 price target.

Reiteration

Guggenheim Reiterates Buy on O'Reilly Automotive, Maintains $1475 Price Target

O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) has outperformed the market over the past 10 years by 9.43% on an annualized basis producing an average annual return of 20.2%. Currently, O'Reilly Automotive has a market capitalization of $75.69 billion. 
Buying $100 In ORLY: If an investor had bought $100 of ORLY stock 10 years ago, it would be worth $645.70 today based on a price of $1319.01 for ORLY at the time of writing.
<h3>O'Reilly Automotive's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741387508_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning O'Reilly Automotive Stock In The Last 10 Years

Deep-pocketed investors have adopted a bearish approach towards O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ORLY usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for O'Reilly Automotive. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 25% leaning bullish and 50% bearish. Among these notable options, 5 are puts, totaling $192,247, and 3 are calls, amounting to $285,360.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $1300.0 to $1740.0 for O'Reilly Automotive over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for O'Reilly Automotive's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of O'Reilly Automotive's whale activity within a strike price range from $1300.0 to $1740.0 in the last 30 days. 
<h3>O'Reilly Automotive Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741376788_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORLY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$131.0</td>
<td>$128.3</td>
<td>$131.0</td>
<td>$1320.00</td>
<td>$131.0K</td>
<td align="right">4</td>
<td align="right">20</td>
</tr>
<tr>
<td>ORLY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$131.0</td>
<td>$122.9</td>
<td>$128.0</td>
<td>$1320.00</td>
<td>$128.0K</td>
<td align="right">4</td>
<td align="right">0</td>
</tr>
<tr>
<td>ORLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$113.9</td>
<td>$106.7</td>
<td>$111.5</td>
<td>$1400.00</td>
<td>$55.7K</td>
<td align="right">5</td>
<td align="right">5</td>
</tr>
<tr>
<td>ORLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$433.7</td>
<td>$428.0</td>
<td>$433.7</td>
<td>$1740.00</td>
<td>$43.3K</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>ORLY</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$38.4</td>
<td>$33.9</td>
<td>$38.4</td>
<td>$1330.00</td>
<td>$33.2K</td>
<td align="right">60</td>
<td align="right">37</td>
</tr>
</tbody>
</table>

<h3>About O'Reilly Automotive</h3>
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. 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 part availability across a variety of vehicle makes and models.
<h3>Present Market Standing of O'Reilly Automotive</h3>
<ul>
<li>With a volume of 216,464, the price of ORLY is down -0.88% at $1319.31. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 47 days.</li>
</ul>
<h3>Professional Analyst Ratings for O'Reilly Automotive</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $1417.6.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Mizuho has decided to maintain their Outperform rating on O'Reilly Automotive, which currently sits at a price target of $1400. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on O'Reilly Automotive with a target price of $1250. 
&#x2A; An analyst from RBC Capital has decided to maintain their Outperform rating on O'Reilly Automotive, which currently sits at a price target of $1453. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Buy rating for O'Reilly Automotive, targeting a price of $1535. 
&#x2A; An analyst from BMO Capital persists with their Outperform rating on O'Reilly Automotive, maintaining a target price of $1450. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for O'Reilly Automotive, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

O'Reilly Automotive's Options: A Look at What the Big Money is Thinking

O'Reilly Automotive's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NYSE">ORLY</a>) short percent of float has risen 14.86% since its last report. The company recently reported that it has 974 thousand shares sold short, which is 1.7% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?utm_source=insights&amp;adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?utm_source=insights&amp;adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>O'Reilly Automotive Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740073522_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for O'Reilly Automotive has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing O'Reilly Automotive's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, O'Reilly Automotive's peer group average for short interest as a percentage of float is 10.34%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?utm_source=insights&amp;adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About O'Reilly Automotive?

O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) has outperformed the market over the past 20 years by 13.25% on an annualized basis producing an average annual return of 21.71%. Currently, O'Reilly Automotive has a market capitalization of $74.41 billion. 
Buying $1000 In ORLY: If an investor had bought $1000 of ORLY stock 20 years ago, it would be worth $51,919.76 today based on a price of $1289.00 for ORLY at the time of writing.
<h3>O'Reilly Automotive's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739975408_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today

BMO Capital analyst Tristan Thomas-Martin maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Outperform and raises the price target from $1400 to $1450.

BMO Capital Maintains Outperform on O'Reilly Automotive, Raises Price Target to $1450

Barclays analyst Seth Sigman maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Equal-Weight and raises the price target from $1110 to $1250.

Barclays Maintains Equal-Weight on O'Reilly Automotive, Raises Price Target to $1250

DA Davidson analyst Michael Baker maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Buy and raises the price target from $1450 to $1525.

DA Davidson Maintains Buy on O'Reilly Automotive, Raises Price Target to $1525

RBC Capital analyst Steven Shemesh maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Outperform and raises the price target from $1416 to $1453.

RBC Capital Maintains Outperform on O'Reilly Automotive, Raises Price Target to $1453

Guggenheim analyst Steven Forbes maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Buy and raises the price target from $1400 to $1475.

Guggenheim Maintains Buy on O'Reilly Automotive, Raises Price Target to $1475

UBS analyst Michael Lasser maintains O'Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) with a Buy and raises the price target from $1400 to $1535.

UBS Maintains Buy on O'Reilly Automotive, Raises Price Target to $1535

Earnings

Press Releases

O'Reilly Automotive, Inc. Reports Second Quarter 2024 Results

O'Reilly Automotive, Inc. Announces Dates for Its Third Quarter 2024 Earnings Release and Conference Call

Gabelli Funds to Host 48th Annual Automotive Symposium at The Encore at Wynn, Las Vegas, Nevada

O'Reilly Automotive, Inc. Reports Third Quarter 2024 Results

O'Reilly Automotive, Inc. Announces Dates for its Fourth Quarter and Full-Year 2024 Earnings Release and Conference Call

O'Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2024 Results

O'Reilly Automotive, Inc. Board of Directors Approves 15-for-1 Stock Split, Subject to Shareholder Approval of an Increase in the Number of Authorized Shares of Common Stock

O'Reilly Automotive, Inc. Announces Dates for Its First Quarter 2025 Earnings Release and Conference Call

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PHIN

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STRT

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Asbury Automotive Group

AutoNation

ARKO

Autozi Internet Technology (Global) Ltd. - Class A Ordinary Shares

Autozi Internet Tech

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