O'Reilly Automotive, Inc. (NASDAQ:ORLY) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analysts maintain a favorable outlook: O'Reilly Automotive has a consensus “Moderate Buy” rating, with 14 buy, three hold and one strong-buy recommendation. The average 12-month price target is $107.24, above the stock’s reported $84.71 price.
• Quarterly results were solid: Revenue rose 8.1% year over year to $4.89 billion, exceeding estimates, while earnings per share of $0.86 matched consensus expectations. The company issued fiscal 2026 EPS guidance of $3.20–$3.30.
• Insiders sold shares while institutions remain heavily invested: Company insiders sold 6,000 shares worth approximately $550,530 over the past 90 days, while institutional investors and hedge funds own about 85% of the stock.

Shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the eighteen analysts that are presently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $107.2353.

A number of research analysts have recently weighed in on ORLY shares. Robert W. Baird set a $100.00 price target on O'Reilly Automotive in a research note on Friday, July 31st. UBS Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. Roth Capital reiterated a "buy" rating and issued a $111.00 price objective on shares of O'Reilly Automotive in a report on Friday, July 31st. Citigroup reissued a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Finally, DA Davidson reissued a "buy" rating and issued a $106.00 target price on shares of O'Reilly Automotive in a research note on Wednesday.

Insider Activity

In related news, Director Maria Sastre sold 2,000 shares of the business's stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Mancini sold 3,000 shares of the company's stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares of the company's stock, valued at $17,577. The trade was a 94.07% 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. 0.77% of the stock is owned by insiders.

Hedge Funds Weigh In On O'Reilly Automotive

Institutional investors and hedge funds have recently made changes to their positions in the company. Kelleher Financial Advisors bought a new position in O'Reilly Automotive during the second quarter worth about $28,000. Fiduciary Financial Advisors bought a new stake in shares of O'Reilly Automotive in the second quarter worth about $28,000. Whipplewood Advisors LLC increased its holdings in shares of O'Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock worth $29,000 after acquiring an additional 295 shares in the last quarter. Bell Investment Advisors Inc acquired a new stake in shares of O'Reilly Automotive during the second quarter worth about $29,000. Finally, Kohmann Bosshard Financial Services LLC raised its position in shares of O'Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock worth $30,000 after purchasing an additional 114 shares during the period. Institutional investors and hedge funds own 85.00% of the company's stock.

O'Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $84.71 on Friday. O'Reilly Automotive has a one year low of $82.59 and a one year high of $108.71. The company has a 50 day moving average of $88.50 and a 200-day moving average of $90.06. The stock has a market cap of $68.53 billion, a price-to-earnings ratio of 26.98, a P/E/G ratio of 2.10 and a beta of 0.52.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting the consensus estimate of $0.86. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the business posted $0.78 earnings per share. O'Reilly Automotive's 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. Equities research analysts anticipate that O'Reilly Automotive will post 3.27 earnings per share for the current year.

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O'Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

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