O’Reilly Automotive (NASDAQ:ORLY) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

O’Reilly Automotive (NASDAQ:ORLY) announced its quarterly earnings results on Wednesday. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04, FiscalAI reports. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $5.12 billion for the quarter, compared to analysts’ expectations of $5.02 billion.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock traded up $0.62 during trading on Wednesday, hitting $90.44. The company’s stock had a trading volume of 9,007,365 shares, compared to its average volume of 6,402,352. O’Reilly Automotive has a 52 week low of $82.59 and a 52 week high of $102.46. The company has a market capitalization of $73.16 billion, a PE ratio of 28.80, a P/E/G ratio of 2.23 and a beta of 0.54. The company has a fifty day simple moving average of $87.28 and a two-hundred day simple moving average of $90.60.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $111.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. Citigroup reiterated a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive and gave the stock an “overweight” rating in a research report on Friday, July 24th. Bank of America initiated coverage on O’Reilly Automotive in a research note on Monday. They issued a “buy” rating and a $106.00 target price for the company. Finally, Raymond James Financial restated an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. Seventeen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $108.11.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: O’Reilly reported record third-quarter revenue and earnings for the period ended September 30, 2026. The company delivered earnings per share of $0.97, exceeding the $0.93 analyst consensus, while revenue of $5.12 billion topped expectations of $5.02 billion. The earnings and revenue beats provide the clearest near-term catalyst for ORLY. O’Reilly Automotive, Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: O’Reilly shares recently crossed above their 200-day moving average after finding support, a technical signal that may encourage momentum-oriented investors and reinforce a longer-term bullish outlook. O’Reilly Crossed Above the 200-Day Moving Average
• Neutral Sentiment: Bank of America initiated coverage of O’Reilly Automotive. The report could broaden institutional attention, although the available information does not specify the firm’s rating or price target. Bank of America Initiates Coverage on O’Reilly Automotive
• Negative Sentiment: Evercore ISI lowered its price target to $110 from $115. Although the revised target remains above the stock’s recent trading level, the reduction signals somewhat more cautious expectations. Evercore ISI Adjusts Price Target on O’Reilly Automotive

Insider Buying and Selling

In other news, SVP Christopher Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,000 shares of company stock valued at $550,530 over the last quarter. Corporate insiders own 0.77% of the company’s stock.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.