O'Reilly Automotive, Inc. (NASDAQ:ORLY) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Analysts rate O'Reilly Automotive a consensus "Moderate Buy" from 21 brokerages (18 buy, 2 hold, 1 strong buy) with an average 12‑month price target of about $110.26.
• Institutional investors own roughly 85% of the company, with large holders like Vanguard (≈79.3M shares) and notable recent stake increases from Brant Point and Bank of Nova Scotia signaling significant institutional buying.
• Quarterly results showed a slight EPS miss ($0.71 vs. $0.72) while revenue rose 7.8% to $4.41B; management set FY2026 EPS guidance of 3.10–3.20, and the stock trades near $90 with a 12‑month range of $86.77–$108.71.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) has earned a consensus recommendation of "Moderate Buy" from the twenty-one brokerages that are currently covering the company, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating, eighteen have given a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among analysts that have issued ratings on the stock in the last year is $110.2632.

Several research analysts have recently commented on the company. Mizuho set a $105.00 target price on O'Reilly Automotive and gave the stock an "outperform" rating in a research report on Friday, February 6th. Morgan Stanley set a $108.00 price objective on O'Reilly Automotive in a research note on Monday, February 9th. Citigroup decreased their price objective on shares of O'Reilly Automotive from $114.00 to $110.00 and set a "buy" rating for the company in a report on Monday, February 9th. Robert W. Baird lowered shares of O'Reilly Automotive from an "outperform" rating to a "neutral" rating and set a $96.00 target price for the company. in a research note on Friday, February 6th. Finally, Royal Bank Of Canada set a $109.00 target price on shares of O'Reilly Automotive and gave the stock an "outperform" rating in a report on Friday, February 6th.

Institutional Trading of O'Reilly Automotive

Large investors have recently modified their holdings of the company. Brant Point Investment Management LLC raised its stake in shares of O'Reilly Automotive by 1,244.7% in the 2nd quarter. Brant Point Investment Management LLC now owns 149,520 shares of the specialty retailer's stock worth $13,476,000 after buying an additional 138,401 shares in the last quarter. Bank of Nova Scotia lifted its holdings in shares of O'Reilly Automotive by 7,192.8% in the second quarter. Bank of Nova Scotia now owns 454,781 shares of the specialty retailer's stock valued at $40,989,000 after buying an additional 448,545 shares during the period. Vestmark Advisory Solutions Inc. boosted its stake in O'Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer's stock valued at $5,569,000 after buying an additional 13,100 shares in the last quarter. Vanguard Group Inc. boosted its stake in O'Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer's stock valued at $8,546,264,000 after buying an additional 436,563 shares in the last quarter. Finally, SVB Wealth LLC grew its holdings in O'Reilly Automotive by 1,094.1% during the second quarter. SVB Wealth LLC now owns 18,090 shares of the specialty retailer's stock worth $1,630,000 after acquiring an additional 16,575 shares during the period. Institutional investors and hedge funds own 85.00% of the company's stock.

O'Reilly Automotive Trading Down 2.3%

ORLY stock opened at $90.11 on Friday. The firm has a 50 day simple moving average of $94.13 and a 200-day simple moving average of $96.83. The company has a market capitalization of $75.56 billion, a P/E ratio of 30.41, a PEG ratio of 2.00 and a beta of 0.63. O'Reilly Automotive has a twelve month low of $86.77 and a twelve month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the prior year, the firm earned $9.50 earnings per share. The firm's quarterly revenue was up 7.8% compared to the same quarter last year. O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, research analysts predict that O'Reilly Automotive will post 43.94 EPS for the current year.

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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