O'Reilly Automotive (NASDAQ:ORLY) Issues Earnings Results, Beats Estimates By $0.04 EPS

Key Points

• O’Reilly Automotive beat quarterly expectations: EPS came in at $0.97 versus the $0.93 consensus, while revenue reached $5.12 billion, ahead of the $5.02 billion estimate.
• Shares rose 0.7% to $90.44 following the results. Analysts remain broadly positive, with 17 Buy ratings, three Holds, and a consensus price target of $108.11.
• Insiders have recently sold shares, including a senior vice president’s 3,000-share sale and a director’s 1,000-share sale; insiders sold 6,000 shares worth $550,530 over the past 90 days.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) issued its earnings results on Wednesday. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04, FiscalAI reports. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $5.12 billion for the quarter, compared to analysts' expectations of $5.02 billion.

O'Reilly Automotive Stock Up 0.7%

ORLY traded up $0.62 during trading on Wednesday, hitting $90.44. The company's stock had a trading volume of 9,007,365 shares, compared to its average volume of 6,402,352. O'Reilly Automotive has a one year low of $82.59 and a one year high of $102.46. The firm has a market cap of $73.16 billion, a PE ratio of 28.80, a P/E/G ratio of 2.23 and a beta of 0.54. The business's 50 day simple moving average is $87.28 and its 200-day simple moving average is $90.60.

Wall Street Analyst Weigh In

ORLY has been the topic of several research analyst reports. UBS Group reissued a "buy" rating on shares of O'Reilly Automotive in a report on Friday, July 31st. Evercore reaffirmed an "outperform" rating on shares of O'Reilly Automotive in a report on Monday. Royal Bank Of Canada reaffirmed 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. Bank of America assumed coverage on O'Reilly Automotive in a research report on Monday. They set a "buy" rating and a $106.00 price objective for the company. Finally, DA Davidson reissued a "buy" rating and issued a $106.00 target price on shares of O'Reilly Automotive in a report on Wednesday, September 16th. Seventeen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, O'Reilly Automotive has an average rating of "Moderate Buy" and a consensus price target of $108.11.

O'Reilly Automotive News Summary

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

• Positive Sentiment: O'Reilly reported record third-quarter revenue and earnings for the period ended September 30, 2026. The company delivered earnings per share of $0.97, exceeding the $0.93 analyst consensus, while revenue of $5.12 billion topped expectations of $5.02 billion. The earnings and revenue beats provide the clearest near-term catalyst for ORLY. O'Reilly Automotive, Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: O'Reilly shares recently crossed above their 200-day moving average after finding support, a technical signal that may encourage momentum-oriented investors and reinforce a longer-term bullish outlook. O'Reilly Crossed Above the 200-Day Moving Average
• Neutral Sentiment: Bank of America initiated coverage of O'Reilly Automotive. The report could broaden institutional attention, although the available information does not specify the firm's rating or price target. Bank of America Initiates Coverage on O'Reilly Automotive
• Negative Sentiment: Evercore ISI lowered its price target to $110 from $115. Although the revised target remains above the stock's recent trading level, the reduction signals somewhat more cautious expectations. Evercore ISI Adjusts Price Target on O'Reilly Automotive

Insider Transactions at O'Reilly Automotive

In related news, SVP Christopher Mancini sold 3,000 shares of O'Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was 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 in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of the business's stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the sale, the director directly owned 18,675 shares of the company's stock, valued at $1,640,225.25. This represents a 5.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is currently owned by insiders.

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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