O'Reilly Automotive (NASDAQ:ORLY) Price Target Raised to $114.00 at DA Davidson

Key Points

• DA Davidson raised its price target on O'Reilly to $114 (from $110) with a "buy" rating—implying roughly a 18% upside—and several other brokers left or raised buy/outperform targets, leaving a consensus rating of "Moderate Buy" with a consensus target of $111.84.
• Q1 results topped expectations: O'Reilly reported $0.72 EPS vs. $0.69 est. and $4.56B revenue vs. $4.46B est., with revenue up 10.2% year‑over‑year and FY2026 guidance set at $3.15–$3.25 EPS (analysts expect $3.23).
• Shares and ownership: the stock recently traded near $96.64 (market cap ~$80.9B, PE ~31.6) and has seen large institutional inflows—notably new or expanded stakes from Norges Bank, Akre Capital and Wellington—with about 85% owned by institutional investors.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) had its price objective increased by investment analysts at DA Davidson from $110.00 to $114.00 in a report issued on Friday,Benzinga reports. The firm presently has a "buy" rating on the specialty retailer's stock. DA Davidson's target price would suggest a potential upside of 17.97% from the stock's current price.

Several other brokerages also recently weighed in on ORLY. TD Cowen restated a "buy" rating and set a $117.00 price target (up from $115.00) on shares of O'Reilly Automotive in a report on Friday. Raymond James Financial restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a report on Friday. Evercore restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a report on Friday. JPMorgan Chase & Co. reduced their price objective on O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $110.00 price objective (up from $105.00) on shares of O'Reilly Automotive in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $111.84.

O'Reilly Automotive Stock Performance

Shares of O'Reilly Automotive stock traded down $2.76 during midday trading on Friday, reaching $96.64. 7,518,472 shares of the company's stock traded hands, compared to its average volume of 5,906,875. The company has a market cap of $80.86 billion, a PE ratio of 31.58, a price-to-earnings-growth ratio of 2.03 and a beta of 0.60. The stock has a 50 day moving average of $92.51 and a 200-day moving average of $94.96. O'Reilly Automotive has a 12 month low of $86.77 and a 12 month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O'Reilly Automotive had a negative return on equity of 270.31% and a net margin of 14.30%.The firm's quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $9.35 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities analysts anticipate that O'Reilly Automotive will post 3.23 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in ORLY. Norges Bank bought a new stake in O'Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Akre Capital Management LLC raised its stake in O'Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer's stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd bought a new stake in O'Reilly Automotive during the 3rd quarter valued at approximately $435,620,000. Rakuten Investment Management Inc. bought a new stake in O'Reilly Automotive during the 3rd quarter valued at approximately $365,417,000. Finally, Wellington Management Group LLP raised its stake in O'Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

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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