Key Points
- O'Reilly Automotive SVP Robert Allen Dumas sold 84,600 shares on May 20 at an average price of $92.60, totaling about $7.83 million. After the sale, his stake fell by 97.94% to 1,782 shares.
- The company reported stronger-than-expected quarterly results, with earnings of $0.72 per share versus $0.69 expected and revenue of $4.56 billion versus $4.46 billion expected. Revenue rose 10.2% year over year, and O'Reilly kept FY 2026 EPS guidance at 3.15 to 3.25.
- Wall Street remains broadly positive on ORLY, with an average analyst rating of “Moderate Buy” and a consensus target price of $112.25. Several firms, including Morgan Stanley, Evercore, and Citigroup, reiterated bullish ratings and targets around $112 to $115.
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) SVP Robert Allen Dumas sold 84,600 shares of the business's stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.
O'Reilly Automotive Stock Down 0.6%
ORLY opened at $91.74 on Friday. The stock has a market cap of $76.03 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 2.04 and a beta of 0.58. O'Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The company's 50-day moving average price is $91.97 and its two-hundred day moving average price is $94.24.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. The firm had revenue of $4.56 billion for 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 263.22%. The company's quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the company earned $9.35 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts anticipate that O'Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.
Wall Street Analysts Forecast Growth
ORLY has been the topic of a number of research analyst reports. Morgan Stanley reiterated an "overweight" rating and issued a $112.00 target price on shares of O'Reilly Automotive in a research note on Thursday, April 30th. Evercore reiterated an "outperform" rating and issued a $115.00 target price on shares of O'Reilly Automotive in a research note on Friday, May 1st. Citigroup reiterated a "buy" rating and issued a $115.00 target price (up from $110.00) on shares of O'Reilly Automotive in a research note on Friday, May 1st. JPMorgan Chase & Co. dropped their price target 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. Finally, Raymond James Financial restated an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $112.25.
Read Our Latest Stock Report on ORLY
Institutional Trading of O'Reilly Automotive
A number of institutional investors have recently modified their holdings of ORLY. Norges Bank purchased a new stake in shares of O'Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Akre Capital Management LLC lifted its stake in shares of 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 valued at $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Alphinity Investment Management Pty Ltd purchased a new stake in shares of O'Reilly Automotive during the 3rd quarter valued at approximately $435,620,000. Wellington Management Group LLP lifted its stake in shares of O'Reilly Automotive by 25.1% during 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 buying an additional 2,964,945 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in shares of O'Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer's stock valued at $272,871,000 after buying an additional 2,814,071 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.
O'Reilly Automotive Company Profile
(
Get Free Report)
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.
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