Howland Capital Management 13F: Adds $985K to ORLY Stake
Key Points
- Howland Capital Management increased its O'Reilly Automotive, Inc. position by 2.3% to 506,740 shares, valued at roughly $43.3 million in a filing on October 22, 2026.
- The auto parts retailer trades with a trailing P/E ratio of 29.2 and recently changed hands around $89.92 per share.
- Wall Street maintains a consensus buy rating on the stock with 26 analysts covering the company and a mean target price of $107.38.
Since the filing, $ORLY is down 2.3% to date (from the $92 close on Oct 22, 2026).
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Howland Capital Management grew its stake in O'Reilly Automotive, Inc. ORLY by 11,528 shares during the quarter, according to a Form 13F filed with the Securities and Exchange Commission on October 22, 2026. O'Reilly Automotive closed at $92.00 on the day of the filing.
ORLY
O'Reilly Automotive, Inc.
Howland Capital Management vs. the S&P 500
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What Changed in Howland Capital Management's O'Reilly Automotive Position
The firm increased its holdings by a 2.3% margin, moving from 495,212 shares up to 506,740 shares. The reported value of the position reached approximately $43.3 million at the close of the period.
Other Institutional Activity in O'Reilly Automotive
Principal Financial Group, Inc. reduced its holdings by 3,856,949 shares, ending the period with 14,208,385 shares worth about $1.3 billion.
O'Reilly Automotive, Inc. Stock Up 0.8%
The shares recently traded around $89.92 as of October 24, 2026, sitting 2.3% below their filing-day close. The stock moves within a 52-week range of $82.59 to $102.46. It trades above its 50-day moving average of $87.35 but below its 200-day moving average of $90.66.
Recent Earnings
The retailer reported trailing-twelve-month revenue of $18.6 billion and basic earnings of $3.15 per share. The company operates with a net profit margin of 14.3% and a return on equity supported by an enterprise generating steady cash flows. The next quarterly earnings release is scheduled for October 28, 2026.
Insider Buying and Selling at O'Reilly Automotive, Inc.
Company insiders completed several transactions prior to the filing. Director Thomas T. Hendrickson sold 1,200 shares on May 29, 2026, at an average price of $88.32 for a total of $105,984. Officer Christopher Andrew Mancini sold 3,000 shares on August 12, 2026, at $93.00 per share totaling $279,000. Director Maria Amalia Sastre sold 2,000 shares on August 12, 2026, at $91.85 for $183,707. Finally, Director Thomas T. Hendrickson sold another 1,000 shares on August 28, 2026, at $87.83 for a total of $87,831.
Analysts Set New Price Targets
Analyst firms have stayed active with coverage adjustments. On August 3, 2026, Citigroup maintained a Buy rating and raised its price target to $106.00 from $104.00. DA Davidson maintained a Buy rating with a $106.00 target on September 16, 2026, and repeated that stance on September 18, 2026. Bernstein initiated coverage on September 29, 2026, with a Market Perform rating and a $94.00 price target. RBC Capital maintained an Outperform rating on October 20, 2026, lifting its target from $110.00 to $111.00. Overall, the stock carries a consensus buy recommendation from 26 analysts.
About O'Reilly Automotive
Headquartered in Springfield, Missouri, O'Reilly Automotive, Inc. operates retail stores and supplies replacement parts, tools, and accessories for automobiles across the United States, Puerto Rico, Canada, and Mexico. The company serves both do-it-yourself car owners and professional service repair shops.
Bottom Line
Investors will watch the upcoming earnings report on October 28, 2026, for updates on same-store sales and inventory costs. Institutional holdings adjustments will appear in subsequent SEC filings.
Related Filing Alerts
Source: Howland Capital Management's 13F filing on $ORLY (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts