O’Reilly Automotive (NASDAQ:ORLY) Director Maria Sastre Sells 2,000 Shares

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the transaction, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

O’Reilly Automotive Price Performance

ORLY traded down $1.53 on Friday, hitting $91.05. The company had a trading volume of 3,397,250 shares, compared to its average volume of 6,666,043. The stock has a market cap of $73.66 billion, a price-to-earnings ratio of 29.00, a price-to-earnings-growth ratio of 2.01 and a beta of 0.51. The company’s fifty day moving average price is $88.89 and its 200 day moving average price is $91.41. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the company posted $0.78 earnings per share. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Institutional Investors Weigh In On O’Reilly Automotive

Several hedge funds and other institutional investors have recently modified their holdings of ORLY. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive in the 4th quarter valued at $27,000. Kelleher Financial Advisors acquired a new stake in O’Reilly Automotive in the 2nd quarter worth $28,000. Fiduciary Financial Advisors acquired a new stake in O’Reilly Automotive in the 2nd quarter worth $28,000. Finally, Whipplewood Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

Analyst Ratings Changes

Several brokerages recently commented on ORLY. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Raymond James Financial restated an “outperform” rating and set a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. DA Davidson set a $106.00 price target on O’Reilly Automotive in a research report on Friday, July 31st. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

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.