Maria Sastre Sells 2,000 Shares of O'Reilly Automotive (NASDAQ:ORLY) Stock

Key Points

• Director Maria Sastre sold 2,000 O’Reilly Automotive shares for $183,700, reducing her ownership by 11.79% to 14,970 shares.
• O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while adjusted earnings of $0.86 per share matched analyst expectations. The stock recently traded at $91.05, down 1.7%.
• Institutional investors own approximately 85% of the company, and Wall Street maintains a “Moderate Buy” consensus with an average price target of $107.24 versus the current share price.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director Maria Sastre sold 2,000 shares of the firm's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

O'Reilly Automotive Trading Down 1.7%

ORLY traded down $1.53 during trading hours on Friday, hitting $91.05. The company's stock had a trading volume of 3,397,250 shares, compared to its average volume of 6,666,043. The firm has a market capitalization of $73.66 billion, a PE ratio of 29.00, a PEG ratio of 2.01 and a beta of 0.51. O'Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The company has a 50-day simple moving average of $88.89 and a 200 day simple moving average of $91.41.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate 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 for the quarter, compared to analysts' expectations of $4.86 billion. During the same quarter in the previous year, the company earned $0.78 earnings per share. The firm'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. Research analysts expect that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Institutional Investors Weigh In On O'Reilly Automotive

A number of hedge funds and other institutional investors have recently made changes to their positions in ORLY. Sivia Capital Partners LLC increased its holdings in O'Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer's stock worth $319,000 after buying an additional 3,262 shares during the last quarter. NewEdge Advisors LLC grew its position in O'Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer's stock worth $6,262,000 after acquiring an additional 65,067 shares in the last quarter. Sei Investments Co. raised its holdings in shares of O'Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer's stock valued at $50,502,000 after purchasing an additional 444,371 shares in the last quarter. BNP Paribas lifted its stake in shares of O'Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer's stock valued at $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company boosted its holdings in O'Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer's stock worth $44,950,000 after purchasing an additional 464,536 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O'Reilly Automotive News Summary

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O'Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O'Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O'Reilly’s earnings outlook. O'Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O'Reilly Automotive analyst estimate revisions

Wall Street Analyst Weigh In

Several brokerages have issued reports on ORLY. DA Davidson set a $106.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Mizuho raised their target price on O'Reilly Automotive from $105.00 to $110.00 and gave the stock an "outperform" rating in a research report on Friday, May 8th. Evercore reissued an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research report on Friday, May 1st. Citigroup reissued a "buy" rating and issued a $106.00 price objective (up from $104.00) on shares of O'Reilly Automotive in a research note on Monday, August 3rd. Finally, Truist Financial set a $108.00 price objective on O'Reilly Automotive in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $107.24.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company's product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O'Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.

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