JPMorgan Chase & Co. Lowers O’Reilly Automotive (NASDAQ:ORLY) Price Target to $108.00

Posted by Stacy Sanders on Feb 6th, 2026

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) had its target price dropped by equities researchers at JPMorgan Chase & Co. from $114.00 to $108.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the specialty retailer’s stock. JPMorgan Chase & Co.‘s price objective suggests a potential upside of 14.63% from the stock’s previous close.

ORLY has been the subject of a number of other reports. Barclays set a $91.00 target price on shares of O’Reilly Automotive and gave the stock an “equal weight” rating in a research note on Monday, October 27th. Mizuho set a $105.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday. Truist Financial set a $107.00 price target on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, The Goldman Sachs Group set a $121.00 price objective on O’Reilly Automotive and gave the company a “buy” rating in a report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.58.

Check Out Our Latest Analysis on ORLY

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock traded up $1.36 on Friday, hitting $94.22. 10,445,757 shares of the company’s stock traded hands, compared to its average volume of 6,543,606. The firm’s 50-day moving average price is $95.11 and its two-hundred day moving average price is $99.13. The stock has a market capitalization of $79.53 billion, a PE ratio of 31.80, a price-to-earnings-growth ratio of 2.05 and a beta of 0.62. O’Reilly Automotive has a one year low of $85.55 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). The company had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 218.56%. The company’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company posted $9.50 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts forecast that O’Reilly Automotive will post 43.94 earnings per share for the current fiscal year.

Insider Activity

In related news, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive 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 transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the completion of the sale, the senior vice president directly 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 corporate insiders.

Institutional Investors Weigh In On O’Reilly Automotive

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in 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 purchasing an additional 458,613 shares during the period. State Street Corp raised its position in shares of O’Reilly Automotive by 1,424.2% during the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of O’Reilly Automotive by 1,443.1% in the second quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock worth $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Bank of New York Mellon Corp boosted its holdings in O’Reilly Automotive by 1,317.8% in the second 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 last quarter. Finally, Jennison Associates LLC increased its position in O’Reilly Automotive by 1,820.9% during the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock valued at $1,272,363,000 after purchasing an additional 13,382,074 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive News Roundup

Here are the key news stories impacting O’Reilly Automotive this week:

Positive Sentiment: Q4 and full‑year results showed continued top‑line strength — Q4 comparable store sales +5.6%, full‑year comparable sales +4.7%, record quarterly and annual revenue and operating income, and a 13% increase in Q4 diluted EPS year‑over‑year. O’Reilly Automotive Inc (ORLY) Q4 2025 Earnings Call Highlights: Strong Sales Growth and …
Positive Sentiment: Growth initiatives remain intact: O’Reilly opened 207 net new stores in 2025, plans 225–235 net new stores in 2026, and continues an active buyback program (repurchased ~$2.1B in 2025 with ~$2.26B of authorization remaining). These support long‑term revenue and market‑share expansion. O’Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2025 Results
Neutral Sentiment: Management issued FY2026 guidance calling for comparable store sales of 3%–5% and revenue of $18.7B–$19.0B; this implies continued growth but a step down in comp‑sales momentum vs. recent quarters. Investors should weigh this longer‑term growth plan against near‑term margin and cost dynamics. O’Reilly outlines 3%–5% 2026 comparable store sales growth target while accelerating North American expansion
Negative Sentiment: Q4 EPS missed by $0.01 (reported $0.71 vs. $0.72 consensus) and FY26 EPS guidance of $3.10–$3.20 came in below the Street (~$3.31 consensus), which pressured sentiment and prompted analysts to cut forecasts. O’Reilly Q4 Earnings Miss Expectations, Revenues Rise Y/Y
Negative Sentiment: Several analysts downgraded or trimmed forecasts after the report (Baird cut ORLY to Neutral and others revised estimates), increasing near‑term selling pressure. O’Reilly Automotive Analysts Slash Their Forecasts After Q4 Earnings ORLY: O’Reilly Automotive just downgraded at Baird
Negative Sentiment: Margin/cost concerns: SG&A rose more than expected due to inflationary pressures (health care and casualty claims) and GAAP debt increased year‑over‑year — items investors flag as risks to near‑term profitability. O’Reilly Automotive Reports 5.6% Q4 Comparable Store Sales Growth and Record Annual Earnings for 2025

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.