O'Reilly Automotive (NASDAQ:ORLY) Stock Price Expected to Rise, UBS Group Analyst Says

Key Points

• UBS raised its price target on O'Reilly from $114 to $120 and kept a "buy" rating, implying about a 24.18% upside, while the Street consensus target sits near $112.16 with most analysts rating the stock a buy.
• O'Reilly reported Q1 EPS of $0.72 and revenue of $4.56 billion, both beating estimates (EPS $0.69, revenue $4.46B) with revenue up 10.2% year‑over‑year and FY2026 guidance of $3.15–$3.25 EPS (consensus ~3.23).
• Shares recently traded at $96.64 (market cap ~$80.9B, PE ~31.6), trading below recent analyst targets, and about 85% of the stock is institutionally owned with several large investors notably increasing positions.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) had its price target boosted by analysts at UBS Group from $114.00 to $120.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a "buy" rating on the specialty retailer's stock. UBS Group's price objective points to a potential upside of 24.18% from the stock's previous close.

ORLY has been the topic of several other research reports. TD Cowen reissued a "buy" rating and issued a $117.00 target price (up from $115.00) on shares of O'Reilly Automotive in a research note on Friday. Truist Financial set a $108.00 target price on O'Reilly Automotive in a research note on Thursday. Evercore reissued an "outperform" rating and set a $115.00 price objective on shares of O'Reilly Automotive in a research note on Friday. Morgan Stanley reissued an "overweight" rating and set a $112.00 price objective on shares of O'Reilly Automotive in a research note on Thursday. Finally, Robert W. Baird set a $110.00 price objective on shares of O'Reilly Automotive in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $112.16.

O'Reilly Automotive Price Performance

Shares of O'Reilly Automotive stock traded down $2.76 on Friday, hitting $96.64. 7,531,637 shares of the company's stock traded hands, compared to its average volume of 5,944,271. The firm's 50-day moving average price is $92.51 and its two-hundred day moving average price is $94.96. The stock has a market capitalization 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. O'Reilly Automotive has a one year low of $86.77 and a one year high of $108.71.

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

Institutional Investors Weigh In On O'Reilly Automotive

Large investors have recently modified their holdings of the business. Norges Bank acquired a new stake in O'Reilly Automotive during the 4th quarter worth approximately $1,134,311,000. Akre Capital Management LLC raised its holdings 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 worth $848,188,000 after buying an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd acquired a new stake in O'Reilly Automotive during the 3rd quarter worth approximately $435,620,000. Rakuten Investment Management Inc. acquired a new stake in O'Reilly Automotive during the 3rd quarter worth approximately $365,417,000. Finally, Wellington Management Group LLP lifted its position in O'Reilly Automotive by 25.1% in 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 acquiring an additional 2,964,945 shares in the last quarter. 85.00% of the stock is currently owned by 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.