Insider Selling: O’Reilly Automotive (NASDAQ:ORLY) Director Sells $183,700.00 in Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Maria Sastre sold 2,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director directly owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

O’Reilly Automotive Price Performance

ORLY opened at $91.05 on Monday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The company has a 50 day moving average of $88.91 and a two-hundred day moving average of $91.35. The company has a market cap of $73.66 billion, a P/E ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51.

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. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Institutional Investors Weigh In On O’Reilly Automotive

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Welch Group LLC lifted its holdings in shares of O’Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock valued at $1,217,000 after purchasing an additional 102 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC grew its holdings in shares of O’Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares in the last quarter. Quadcap Wealth Management LLC grew its holdings in shares of O’Reilly Automotive by 4.7% during the third quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares in the last quarter. Moss Adams Wealth Advisors LLC raised its position in O’Reilly Automotive by 3.8% in the 4th quarter. Moss Adams Wealth Advisors LLC now owns 3,004 shares of the specialty retailer’s stock valued at $274,000 after buying an additional 109 shares during the last quarter. Finally, Mainstream Capital Management LLC lifted its stake in O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

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

Wall Street Analyst Weigh In

Several research firms have commented on ORLY. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. TD Cowen dropped their target price 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. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Mizuho upped their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.24.

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.