O'Reilly Automotive (NASDAQ:ORLY) Stock Rating Upgraded by Sanford C. Bernstein

Key Points

• Sanford C. Bernstein upgraded O’Reilly Automotive to “hold,” while the broader analyst consensus remains “Moderate Buy” with a $106.50 target price.
• O’Reilly reported quarterly EPS of $0.86, matching estimates, while revenue reached $4.89 billion and rose 8.1% year over year.
• The stock opened at $85.41, near its 52-week low, as insiders sold 6,000 shares worth about $550,530 over the past 90 days; institutional investors own approximately 85% of the company.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) was upgraded by equities research analysts at Sanford C. Bernstein to a "hold" rating in a research report issued to clients and investors on Tuesday, Zacks reports.

Several other research firms also recently weighed in on ORLY. Robert W. Baird set a $100.00 target price on O'Reilly Automotive in a research report on Friday, July 31st. TD Cowen cut their price target on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a report on Friday, July 31st. Citigroup reaffirmed a "buy" rating and issued a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Weiss Ratings lowered shares of O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Finally, DA Davidson reissued a "buy" rating and issued a $106.00 price objective on shares of O'Reilly Automotive in a research report on Wednesday, September 16th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $106.50.

O'Reilly Automotive Stock Performance

ORLY opened at $85.41 on Tuesday. The stock's 50 day moving average price is $88.46 and its 200-day moving average price is $89.54. O'Reilly Automotive has a one year low of $82.59 and a one year high of $107.96. The stock has a market cap of $69.09 billion, a price-to-earnings ratio of 27.20, a P/E/G ratio of 2.14 and a beta of 0.52.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.86. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period last year, the company earned $0.78 EPS. O'Reilly Automotive's quarterly revenue was up 8.1% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts predict that O'Reilly Automotive will post 3.27 earnings per share for the current fiscal year.

Insider Buying and Selling at O'Reilly Automotive

In other O'Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This represents a 94.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,000 shares of company stock valued at $550,530 in the last ninety days. Corporate insiders own 0.77% of the company's stock.

Institutional Investors Weigh In On O'Reilly Automotive

Several hedge funds have recently modified their holdings of the business. BlackRock Inc. bought a new position in O'Reilly Automotive in the second quarter worth approximately $5,950,042,000. Bank of New York Mellon Corp bought a new position in shares of O'Reilly Automotive in the 2nd quarter worth $1,023,936,000. Goldman Sachs Group Inc. raised its position in shares of O'Reilly Automotive by 9.8% in the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer's stock worth $851,747,000 after acquiring an additional 835,518 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of O'Reilly Automotive by 1.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer's stock worth $859,169,000 after purchasing an additional 141,915 shares during the last quarter. Finally, Amundi boosted its position in O'Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer's stock valued at $784,449,000 after purchasing an additional 1,397,671 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O'Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O'Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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