O’Reilly Automotive (NASDAQ:ORLY) Price Target Lowered to $110.00 at TD Cowen

O’Reilly Automotive (NASDAQ:ORLY) had its target price reduced by TD Cowen from $117.00 to $110.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the specialty retailer’s stock. TD Cowen’s price target indicates a potential upside of 23.52% from the company’s current price.

Other equities research analysts have also issued reports about the stock. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 24th. Roth Capital restated a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a research note on Friday. Finally, DA Davidson set a $106.00 target price on O’Reilly Automotive in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $108.44.

O’Reilly Automotive Stock Up 1.9%

Shares of NASDAQ ORLY traded up $1.69 on Friday, hitting $89.05. The company had a trading volume of 2,363,243 shares, compared to its average volume of 6,792,942. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $108.71. The business has a 50 day moving average of $88.22 and a two-hundred day moving average of $91.69. The firm has a market capitalization of $73.80 billion, a P/E ratio of 28.35, a PEG ratio of 2.00 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The firm 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 291.77% and a net margin of 14.27%.O’Reilly Automotive’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive will post 3.24 earnings per share for the current year.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director 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 SEC, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

Institutional investors have recently made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive in the fourth quarter worth $25,000. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the 4th quarter worth about $27,000. Whipplewood Advisors LLC boosted its holdings in shares of O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the period. Finally, Kohmann Bosshard Financial Services LLC boosted its holdings in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the period. 85.00% of the stock is currently owned by institutional investors.

About O’Reilly Automotive

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.