O’Reilly Automotive (NASDAQ:ORLY) Posts Earnings Results

O’Reilly Automotive (NASDAQ:ORLY) announced its earnings results on Wednesday. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86, Zacks reports. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%. O’Reilly Automotive updated its FY 2026 guidance to 3.200-3.300 EPS.

O’Reilly Automotive Trading Down 0.6%

NASDAQ:ORLY traded down $0.54 during trading hours on Wednesday, reaching $90.63. 7,963,268 shares of the company traded hands, compared to its average volume of 6,777,646. The business’s 50-day moving average price is $88.32 and its two-hundred day moving average price is $91.74. The stock has a market capitalization of $75.11 billion, a P/E ratio of 29.62, a P/E/G ratio of 2.00 and a beta of 0.51. O’Reilly Automotive has a 1 year low of $82.59 and a 1 year high of $108.71.

Analyst Ratings Changes

ORLY has been the subject of several recent research reports. Citigroup reissued a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Raymond James Financial reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. The Goldman Sachs Group reissued a “buy” rating and set a $113.00 price target on shares of O’Reilly Automotive in a research report on Monday, July 13th. Finally, UBS Group boosted their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $110.22.

More O’Reilly Automotive News

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

• Positive Sentiment: Second-quarter comparable-store sales increased 6.0%, indicating continued demand for automotive aftermarket parts and services. Diluted earnings per share rose 10% to $0.86, meeting analysts’ consensus estimate. O’Reilly Automotive Second Quarter 2026 Results
• Positive Sentiment: O’Reilly generated $2.0 billion in net cash from operating activities year-to-date and repurchased $2.4 billion of shares, supporting per-share earnings and signaling management’s confidence in the business. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Management set fiscal 2026 earnings guidance at $3.20-$3.30 per share and revenue guidance at $18.9 billion-$19.2 billion. The respective midpoints are broadly in line with consensus forecasts of $3.25 EPS and $19.1 billion in revenue. O’Reilly Automotive Q2 2026 Earnings
• Negative Sentiment: Although the quarter was solid, O’Reilly did not deliver an earnings beat or raise guidance above expectations. Investors may have been looking for stronger forward projections, which helps explain the weaker stock performance following the announcement. O’Reilly Automotive Q2 Earnings Snapshot

Insiders Place Their Bets

In other news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter worth approximately $27,000. Kemnay Advisory Services Inc. bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at $30,000. Kelleher Financial Advisors purchased a new stake in shares of O’Reilly Automotive during the third quarter valued at $42,000. BNP Paribas boosted its position in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in O’Reilly Automotive in the 2nd quarter worth about $38,000. 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.