O'Reilly Automotive, Inc. (ORLY) - What Are Investment Firms Thinking About This Stock?

Key Points

• Analysts remain broadly positive: Twenty brokerages give O’Reilly Automotive a consensus “Moderate Buy” rating, with 16 buys and four holds. The average 12-month price target is $107.26.
• Latest results met expectations and showed growth: Quarterly EPS came in at $0.86, matching estimates, while revenue reached $4.89 billion and increased 8.1% year over year.
• Shares remain below their 52-week high amid insider selling: ORLY opened at $86.69 versus a $103.82 high, while insiders sold 6,000 shares worth about $550,530 over the past three months. Institutional investors own approximately 85% of the stock.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) has earned an average recommendation of "Moderate Buy" from the twenty brokerages that are presently covering the stock, MarketBeat.com reports. Four analysts have rated the stock with a hold rating and sixteen have issued a buy rating on the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $107.26.

ORLY has been the topic of a number of research analyst reports. The Goldman Sachs Group reiterated a "buy" rating on shares of O'Reilly Automotive in a report on Monday, August 3rd. Raymond James Financial reissued an "outperform" rating and issued a $110.00 price objective (down from $115.00) on shares of O'Reilly Automotive in a research note on Friday, July 31st. Wolfe Research set a $98.00 price objective on O'Reilly Automotive in a research report on Wednesday, July 15th. Morgan Stanley decreased their price objective on O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Finally, Wells Fargo & Company set a $100.00 target price on O'Reilly Automotive and gave the company an "overweight" rating in a research note on Friday, July 24th.

Insider Transactions at O'Reilly Automotive

In related news, SVP Christopher Mancini sold 3,000 shares of the business's stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president directly owned 189 shares of the company's stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the company's stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $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. This represents a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,000 shares of company stock valued at $550,530 over the last three months. 0.77% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On O'Reilly Automotive

A number of institutional investors have recently modified their holdings of ORLY. Kelleher Financial Advisors bought a new position in shares of O'Reilly Automotive during the 2nd quarter worth about $28,000. Fiduciary Financial Advisors acquired a new position in shares of O'Reilly Automotive during the second quarter valued at about $28,000. Whipplewood Advisors LLC raised its position in shares of O'Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer's stock valued at $29,000 after buying an additional 295 shares during the last quarter. Bell Investment Advisors Inc acquired a new position in shares of O'Reilly Automotive during the second quarter valued at about $29,000. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in shares of O'Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer's stock valued at $30,000 after buying an additional 114 shares during the period. Institutional investors and hedge funds own 85.00% of the company's stock.

O'Reilly Automotive Stock Performance

O'Reilly Automotive stock opened at $86.69 on Thursday. O'Reilly Automotive has a 52 week low of $82.59 and a 52 week high of $103.82. The firm has a market capitalization of $70.13 billion, a price-to-earnings ratio of 27.61, a P/E/G ratio of 2.13 and a beta of 0.54. The company has a 50 day moving average price of $87.62 and a 200 day moving average price of $89.26.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company's quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.78 EPS. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts forecast that O'Reilly Automotive will post 3.28 earnings per share for the current fiscal 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 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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