Key Points
- Director Thomas Hendrickson sold 1,200 shares of O'Reilly Automotive at an average price of $88.32, totaling $105,984. After the sale, he still owned 19,675 shares worth about $1.74 million.
- O'Reilly's latest quarterly results topped expectations, with earnings of $0.72 per share versus the $0.69 consensus and revenue of $4.56 billion, up 10.2% year over year. The company also set FY 2026 EPS guidance of $3.15 to $3.25.
- Wall Street remains constructive on the stock, with an average “Moderate Buy” rating and a consensus price target of $112.25. Institutional ownership is high, with hedge funds and other investors holding about 85% of shares.
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company's stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.
O'Reilly Automotive Price Performance
Shares of O'Reilly Automotive stock opened at $86.23 on Wednesday. O'Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71. The firm has a fifty day moving average price of $91.83 and a two-hundred day moving average price of $93.94. The company has a market cap of $71.46 billion, a PE ratio of 28.18, a price-to-earnings-growth ratio of 1.91 and a beta of 0.53.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly 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. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period in the prior year, the firm earned $9.35 EPS. The business's revenue was up 10.2% on a year-over-year basis. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Analysts expect that O'Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of analysts have weighed in on the stock. TD Cowen reissued a "buy" rating and issued a $117.00 price target (up from $115.00) on shares of O'Reilly Automotive in a report on Friday, May 1st. Evercore reissued an "outperform" rating and issued a $115.00 price target on shares of O'Reilly Automotive in a report on Friday, May 1st. Roth Mkm reissued a "buy" rating and issued a $109.00 price target on shares of O'Reilly Automotive in a report on Monday, May 4th. Truist Financial set a $108.00 price target on shares of O'Reilly Automotive in a report on Thursday, April 30th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of O'Reilly Automotive in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $112.25.
Check Out Our Latest Stock Analysis on ORLY
Hedge Funds Weigh In On O'Reilly Automotive
A number of hedge funds have recently made changes to their positions in the business. Vestmark Advisory Solutions Inc. increased its position in shares of O'Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer's stock worth $5,569,000 after purchasing an additional 13,100 shares in the last quarter. Vanguard Group Inc. increased its position in shares of O'Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer's stock worth $8,546,264,000 after purchasing an additional 436,563 shares in the last quarter. Caldwell Trust Co increased its position in shares of O'Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer's stock worth $1,198,000 after purchasing an additional 12,167 shares in the last quarter. Overbrook Management Corp increased its position in shares of O'Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer's stock worth $14,735,000 after purchasing an additional 19,171 shares in the last quarter. Finally, Jefferies Financial Group Inc. acquired a new stake in shares of O'Reilly Automotive during the 4th quarter worth about $3,908,000. Institutional investors and hedge funds own 85.00% of the company's stock.
About O'Reilly Automotive
(
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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