O’Reilly Automotive, Inc. (NASDAQ:ORLY) Receives Consensus Recommendation of “Moderate Buy” from Analysts

O’Reilly Automotive, Inc. (NASDAQ:ORLY) has earned an average recommendation of “Moderate Buy” from the twenty-one research firms that are presently covering the firm, MarketBeat reports. Two research analysts have rated the stock with a hold recommendation, eighteen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $110.2632.

A number of equities research analysts have issued reports on ORLY shares. The Goldman Sachs Group set a $121.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a research report on Friday, October 24th. Citigroup decreased their price target on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target for the company. in a research report on Friday, February 6th. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Finally, JPMorgan Chase & Co. reduced their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th.

Insider Activity

In related news, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the sale, the senior vice president directly owned 4,792 shares of the company’s stock, valued at approximately $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. The trade was a 98.83% decrease in their position. The SEC filing for this sale provides additional information. 1.01% of the stock is owned by company insiders.

Institutional Trading of O’Reilly Automotive

A number of large investors have recently made changes to their positions in ORLY. Vanguard Group Inc. boosted its stake in shares of O’Reilly Automotive by 1,404.9% during the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock valued at $7,105,396,000 after purchasing an additional 73,596,571 shares in the last quarter. State Street Corp boosted its position in O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of O’Reilly Automotive by 1,443.1% in the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Bank of New York Mellon Corp increased its holdings in shares of O’Reilly Automotive by 1,317.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock valued at $1,590,894,000 after acquiring an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC raised its position in shares of O’Reilly Automotive by 1,820.9% in the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after acquiring an additional 13,382,074 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Up 1.5%

O’Reilly Automotive stock opened at $96.66 on Friday. O’Reilly Automotive has a 52-week low of $85.55 and a 52-week high of $108.71. The firm’s fifty day moving average is $94.46 and its 200 day moving average is $99.05. The company has a market cap of $81.59 billion, a price-to-earnings ratio of 32.62, a PEG ratio of 2.12 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The business had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts anticipate that O’Reilly Automotive will post 43.94 earnings per share for the current fiscal year.

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.