O'Reilly Automotive, Inc. (ORLY) - What Are Brokerages Saying About This Stock?

Key Points

• Analyst sentiment is broadly positive: 20 brokerages give O’Reilly Automotive a consensus “Moderate Buy” rating, with an average 12-month price target of $108.
• Quarterly results topped estimates: O’Reilly reported EPS of $0.97 versus $0.93 expected and revenue of $5.12 billion versus $5.02 billion; revenue rose 8.8% year over year.
• Insider selling is a notable concern: Company insiders sold about 153,655 shares worth $14.1 million over the past three months, while institutional investors own 85% of the stock.

Shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) have received a consensus rating of "Moderate Buy" from the twenty brokerages that are presently covering the stock, MarketBeat.com reports. Three investment analysts have rated the stock with a hold rating, sixteen have issued a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $108.00.

A number of equities research analysts recently issued reports on the stock. Royal Bank Of Canada reissued an "outperform" rating and issued a $111.00 price objective (up from $110.00) on shares of O'Reilly Automotive in a report on Tuesday, October 20th. Robert W. Baird set a $100.00 target price on shares of O'Reilly Automotive and gave the stock a "neutral" rating in a research note on Friday, July 31st. Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a research note on Monday, October 26th. Citigroup reiterated a "buy" rating and issued a $106.00 target price (up from $104.00) on shares of O'Reilly Automotive in a report on Monday, August 3rd. Finally, Sanford C. Bernstein began coverage on shares of O'Reilly Automotive in a research note on Tuesday, September 29th. They issued a "market perform" rating and a $94.00 price target for the company.

O'Reilly Automotive Stock Performance

NASDAQ ORLY opened at $89.89 on Monday. The stock's fifty day moving average is $87.33 and its two-hundred day moving average is $90.44. The firm has a market capitalization of $72.72 billion, a P/E ratio of 27.57, a price-to-earnings-growth ratio of 2.14 and a beta of 0.55. O'Reilly Automotive has a fifty-two week low of $82.59 and a fifty-two week high of $102.46.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.93 by $0.04. O'Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The business had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.02 billion. During the same period last year, the company earned $0.85 EPS. The company's revenue for the quarter was up 8.8% on a year-over-year basis. As a group, sell-side analysts forecast that O'Reilly Automotive will post 3.31 EPS for the current year.

Insider Buying and Selling at O'Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of O'Reilly Automotive 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 sale, the senior vice president owned 189 shares of the company's stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Larry Gray sold 7,750 shares of the company's stock in a transaction that occurred on Tuesday, November 3rd. The shares were sold at an average price of $90.22, for a total value of $699,205.00. Following the completion of the transaction, the senior vice president owned 4,971 shares in the company, valued at $448,483.62. This represents a 60.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 153,655 shares of company stock worth $14,085,983. Insiders own 0.77% of the company's stock.

Institutional Investors Weigh In On O'Reilly Automotive

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Allworth Financial LP raised its holdings in shares of O'Reilly Automotive by 3.7% in the third quarter. Allworth Financial LP now owns 15,078 shares of the specialty retailer's stock valued at $1,389,000 after buying an additional 531 shares during the last quarter. Fisher Asset Management LLC boosted its stake in shares of O'Reilly Automotive by 9.7% during the third quarter. Fisher Asset Management LLC now owns 487,729 shares of the specialty retailer's stock worth $41,657,000 after buying an additional 43,294 shares during the period. Eurizon Capital SGR S.p.A. boosted its stake in shares of O'Reilly Automotive by 82.0% during the third quarter. Eurizon Capital SGR S.p.A. now owns 209,885 shares of the specialty retailer's stock worth $17,934,000 after buying an additional 94,573 shares during the period. King Luther Capital Management Corp grew its holdings in shares of O'Reilly Automotive by 2.7% during the third quarter. King Luther Capital Management Corp now owns 2,180,009 shares of the specialty retailer's stock worth $186,195,000 after buying an additional 56,550 shares during the last quarter. Finally, Commons Capital LLC grew its holdings in shares of O'Reilly Automotive by 2.4% during the third quarter. Commons Capital LLC now owns 10,992 shares of the specialty retailer's stock worth $939,000 after buying an additional 259 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company's stock.

Key Headlines Impacting O'Reilly Automotive

Here are the key news stories impacting O'Reilly Automotive this week:

• Positive Sentiment: A report says O’Reilly’s higher 2026 outlook is providing support for the stock, offering a positive counterpoint to recent selling pressure. Article: O'Reilly Automotive stock gains support from higher 2026 outlook
• Neutral Sentiment: Coverage also highlights O’Reilly’s resilience to economic swings, though the supplied article details do not specify a new company development or estimate change. Article: What Makes O’Reilly Automotive (ORLY) Resilient to Economic Swings?
• Negative Sentiment: Chairman Gregory Henslee sold 138,705 shares for about $12.7 million, reducing his direct stake by 36.44%. Director Maria Sastre also sold 1,200 shares. These sales can prompt concern about insider confidence, although they do not by themselves establish a change in the company’s prospects. Insider transaction details
• Negative Sentiment: SVP Larry Gray sold 7,750 shares, reducing his position by 60.92%. The cluster of sales, alongside reports of fresh valuation concerns, may be adding pressure to shares. Article: O'Reilly Automotive insider Larry Gray sells 7,750 shares Article: O'Reilly Automotive stock faces fresh valuation concern after insider sale

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops.

The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers.

Founded in 1957 by Charles F.

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