O’Reilly Automotive, Inc. (NASDAQ:ORLY) Receives Average Rating of “Moderate Buy” from Analysts

O’Reilly Automotive, Inc. (NASDAQ:ORLY) has earned an average recommendation of “Moderate Buy” from the nineteen research firms that are currently covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $107.9444.

Several analysts recently commented on the company. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Monday. Mizuho increased their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. 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. TD Cowen decreased their price objective on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Finally, Morgan Stanley lowered their target price 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.

O’Reilly Automotive Stock Up 0.2%

Shares of NASDAQ:ORLY opened at $93.53 on Friday. O’Reilly Automotive has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a market cap of $77.51 billion, a price-to-earnings ratio of 29.79, a PEG ratio of 2.04 and a beta of 0.51. The business has a 50-day moving average price of $88.48 and a 200-day moving average price of $91.60.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting 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 firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the firm earned $0.78 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities analysts anticipate that O’Reilly Automotive will post 3.27 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 88,395 shares of company stock worth $8,170,043 over the last three months. Company insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On O’Reilly Automotive

Several large investors have recently bought and sold shares of ORLY. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $25,000. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth approximately $27,000. Kelleher Financial Advisors purchased a new stake in O’Reilly Automotive in the 2nd quarter valued at $28,000. Finally, Whipplewood Advisors LLC raised its holdings in shares of O’Reilly Automotive by 1,552.6% in the first 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 last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Company Profile

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.