UniSuper Management 13F: Adds $40M to ORLY Stake
Key Points
- UniSuper Management's stake in O'Reilly Automotive now totals 695,766 shares, worth approximately $59.4 million after the increase.
- The stock recently traded at $91.05, which is about equal to its closing price on the filing date, and below its target mean price of $106.88.
- Analysts maintain a 'buy' rating for O'Reilly Automotive, with a consensus price target of $106.88, reflecting confidence in the company's performance.
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UniSuper Management increased its stake in O'Reilly Automotive, Inc. (ORLY) by 468,955 shares, bringing its total to 695,766 shares valued at about $59.4 million. This change was disclosed in a filing on October 26, 2026.
In the latest report, UniSuper Management's holdings in O'Reilly Automotive grew significantly, reflecting a 206.76% increase in shares. The fund's total reported value for this position is approximately $11.49 billion, with O'Reilly accounting for about 0.52% of its portfolio.
ORLY
O'Reilly Automotive, Inc.
O'Reilly Automotive, Inc. Stock Down 1.0%
The stock recently closed at $91.05 on October 26, 2026, which is about equal to its recent trading price. It currently trades above its 50-day moving average by 4.3% but is below its 52-week high of $102.46 by 11.1%. The mean target price among analysts is $106.88, suggesting potential upside from the current level.
Recent Earnings
O'Reilly Automotive reported trailing twelve-month revenue of $18.57 billion and an earnings per share (EPS) of $3.15. The company's revenue growth year-over-year stands at 8.1%, with a net margin of 14.3%. The next earnings report is scheduled for October 28, 2026.
Insider Buying and Selling at O'Reilly Automotive, Inc.
Several insiders sold shares earlier this year. Director Thomas T. Hendrickson sold 1,200 shares at $88.32 on May 29, 2026, and Officer Christopher Andrew Mancini sold 3,000 shares at $93.00 on August 12, 2026. Maria Amalia Sastre, another director, sold 2,000 shares at $91.85 on the same day. Additionally, Hendrickson sold another 1,000 shares at $87.83 on August 28, 2026.
Analysts Set New Price Targets
On October 26, 2026, Evercore ISI Group maintained its 'Outperform' rating for O'Reilly Automotive with a price target of $110. This follows a series of ratings from analysts, including DA Davidson, which maintained a 'Buy' rating with a target of $106.88 on September 16 and 18, 2026. The consensus among analysts is a 'buy' recommendation with a mean target price of $106.88 based on 25 analyst opinions.
About O'Reilly Automotive
O'Reilly Automotive, Inc. operates as a retailer and supplier of automotive aftermarket parts, tools, and accessories across the United States, Canada, Mexico, and Puerto Rico. The company has a market capitalization of approximately $72.74 billion and employs over 95,800 people.
Bottom Line
Investors should watch for O'Reilly Automotive's upcoming earnings report on October 28, 2026, along with any further filings from UniSuper Management. The significant increase in shares suggests ongoing confidence in the company's performance.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $ORLY (Oct 26, 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