Key Points
- Director Thomas Hendrickson sold 1,000 O'Reilly Automotive shares at an average price of $87.83, generating $87,830. He retains 18,675 shares, with the transaction reducing his direct ownership by 5.08%.
- O'Reilly reported quarterly revenue of $4.89 billion, up 8.1% year over year, while earnings of $0.86 per share matched analyst estimates. The company issued fiscal 2026 guidance of $3.20–$3.30 EPS.
- Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $107.24, although the stock recently traded near $87.95 and one rating firm downgraded it to “hold.”
O'Reilly Automotive, Inc. (NASDAQ:ORLY - Get Free Report) Director Thomas Hendrickson sold 1,000 shares of O'Reilly Automotive stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the transaction, the director directly owned 18,675 shares of the company's stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.
O'Reilly Automotive Stock Down 1.0%
O'Reilly Automotive stock opened at $87.95 on Wednesday. O'Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company's 50-day moving average price is $89.06 and its two-hundred day moving average price is $90.75. The stock has a market cap of $71.15 billion, a P/E ratio of 28.01, a P/E/G ratio of 1.94 and a beta of 0.52.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts' consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O'Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm's quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts anticipate that O'Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
A number of research analysts recently commented on the company. UBS Group reaffirmed a "buy" rating on shares of O'Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley dropped their price objective on shares of O'Reilly Automotive from $112.00 to $108.00 and set an "overweight" rating for the company in a research note on Thursday, July 30th. Weiss Ratings lowered shares of O'Reilly Automotive from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Roth Capital reaffirmed a "buy" rating and set a $111.00 target price on shares of O'Reilly Automotive in a research note on Friday, July 31st. Finally, Citigroup reiterated a "buy" rating and set a $106.00 price target (up from $104.00) on shares of O'Reilly Automotive in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, O'Reilly Automotive presently has a consensus rating of "Moderate Buy" and an average price target of $107.24.
Check Out Our Latest Stock Analysis on O'Reilly Automotive
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. First National Bank of Mount Dora Trust Investment Services boosted its position in shares of O'Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer's stock worth $5,381,000 after purchasing an additional 12,316 shares in the last quarter. Jefferies Financial Group Inc. acquired a new position in O'Reilly Automotive during the fourth quarter worth $3,908,000. Swiss National Bank lifted its stake in shares of O'Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer's stock valued at $228,670,000 after buying an additional 152,100 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of O'Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer's stock valued at $169,019,000 after buying an additional 115,447 shares in the last quarter. Finally, Marble Wealth LLC acquired a new position in shares of O'Reilly Automotive during the fourth quarter valued at about $2,559,000. 85.00% of the stock is owned by institutional investors and hedge funds.
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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