O’Reilly Automotive (NASDAQ:ORLY) Issues FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.100-3.200 for the period, compared to the consensus estimate of 3.310. The company issued revenue guidance of $18.7 billion-$19.0 billion, compared to the consensus revenue estimate of $19.0 billion.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Evercore ISI restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Barclays set a $91.00 price objective on O’Reilly Automotive and gave the company an “equal weight” rating in a research note on Monday, October 27th. Robert W. Baird raised O’Reilly Automotive to a “strong-buy” rating in a research report on Thursday, December 4th. Raymond James Financial upgraded O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target on the stock in a report on Wednesday, November 5th. Finally, Morgan Stanley set a $110.00 price objective on shares of O’Reilly Automotive and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $111.60.

O’Reilly Automotive Price Performance

ORLY stock traded down $0.36 on Wednesday, reaching $96.74. 10,097,639 shares of the company were exchanged, compared to its average volume of 6,223,123. The firm has a market capitalization of $81.66 billion, a PE ratio of 33.51, a PEG ratio of 2.08 and a beta of 0.62. O’Reilly Automotive has a 12 month low of $85.55 and a 12 month high of $108.71. The stock’s fifty day moving average price is $95.38 and its 200 day moving average price is $99.19.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. As a group, research analysts expect that O’Reilly Automotive will post 43.94 EPS for the current fiscal year.

Insider Activity at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the transaction, the senior vice president directly owned 4,792 shares in the company, valued at approximately $485,190. This represents a 42.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the sale, the senior vice president owned 28 shares in the company, valued at $2,836.68. This represents a 98.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.01% of the company’s stock.

Institutional Trading of O’Reilly Automotive

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC increased its stake in shares of 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 valued at $319,000 after buying an additional 3,262 shares in the last quarter. Strategic Wealth Investment Group LLC increased its position in O’Reilly Automotive by 1,437.8% in the 2nd quarter. Strategic Wealth Investment Group LLC now owns 9,473 shares of the specialty retailer’s stock valued at $854,000 after acquiring an additional 8,857 shares in the last quarter. Curi Capital LLC acquired a new stake in O’Reilly Automotive in the 2nd quarter valued at about $853,000. Smartleaf Asset Management LLC raised its stake in shares of O’Reilly Automotive by 1,170.5% in the second quarter. Smartleaf Asset Management LLC now owns 7,280 shares of the specialty retailer’s stock worth $649,000 after acquiring an additional 6,707 shares during the last quarter. Finally, FFT Wealth Management LLC lifted its position in shares of O’Reilly Automotive by 1,400.0% during the second quarter. FFT Wealth Management LLC now owns 7,620 shares of the specialty retailer’s stock worth $687,000 after purchasing an additional 7,112 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

About O’Reilly Automotive

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.