Key Points
- Director Maria Sastre sold 2,000 O’Reilly Automotive shares at an average price of $91.85, totaling $183,700. Her remaining 14,970 shares represent an 11.79% reduction in ownership.
- O’Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while adjusted EPS of $0.86 matched analyst expectations. Shares opened at $91.05, with a market capitalization of approximately $73.66 billion.
- Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $107.24; institutional investors own about 85% of the company.
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.
O'Reilly Automotive Price Performance
Shares of O'Reilly Automotive stock opened at $91.05 on Friday. O'Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The business has a 50-day moving average of $88.91 and a two-hundred day moving average of $91.41. The company has a market capitalization of $73.66 billion, a P/E ratio of 29.00, a price-to-earnings-growth ratio of 2.02 and a beta of 0.51.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts' consensus estimates 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 analyst estimates of $4.86 billion. During the same quarter last year, the firm posted $0.78 earnings per share. O'Reilly Automotive's revenue 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, equities analysts anticipate that O'Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.
More O'Reilly Automotive News
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 Upgrades and Downgrades
Several brokerages have commented on ORLY. Weiss Ratings upgraded shares of O'Reilly Automotive from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday. Royal Bank Of Canada reiterated an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, April 24th. DA Davidson set a $106.00 price objective on shares of O'Reilly Automotive in a research report on Friday, July 31st. Raymond James Financial restated an "outperform" rating and set a $110.00 price objective on shares of O'Reilly Automotive in a report on Friday, July 31st. Finally, TD Cowen cut their price objective on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, O'Reilly Automotive has an average rating of "Moderate Buy" and an average target price of $107.24.
Check Out Our Latest Analysis on ORLY
Hedge Funds Weigh In On O'Reilly Automotive
Several hedge funds have recently modified their holdings of ORLY. Vanguard Group Inc. increased its position in shares of O'Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer's stock valued at $7,272,186,000 after acquiring an additional 458,613 shares during the last quarter. BlackRock Inc. acquired a new position in O'Reilly Automotive during the second quarter valued at approximately $5,950,042,000. State Street Corp boosted its position in O'Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer's stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC grew its stake in O'Reilly Automotive by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer's stock valued at $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Finally, Wellington Management Group LLP grew its stake in O'Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer's stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Institutional investors own 85.00% of the company's stock.
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.
Further Reading
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