O’Reilly Automotive (NASDAQ:ORLY) Releases FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 3.250-3.350 for the period, compared to the consensus earnings per share estimate of 3.280. The company issued revenue guidance of $19.0 billion-$19.3 billion, compared to the consensus revenue estimate of $19.1 billion.

Analysts Set New Price Targets

ORLY has been the topic of a number of recent research reports. BNP Paribas Exane dropped their target price on O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. The Goldman Sachs Group reiterated a “conviction-buy” rating and set a $104.00 price target on shares of O’Reilly Automotive in a report on Friday. Sanford C. Bernstein assumed coverage on O’Reilly Automotive in a research report on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 price target for the company. Wells Fargo & Company upped their target price on shares of O’Reilly Automotive from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Roth Capital reiterated a “buy” rating and issued a $111.00 target price (up from $109.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average target price of $107.89.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $88.12 on Friday. O’Reilly Automotive has a 1 year low of $82.59 and a 1 year high of $102.46. The company has a market capitalization of $71.29 billion, a PE ratio of 27.03, a price-to-earnings-growth ratio of 2.12 and a beta of 0.54. The business has a fifty day moving average price of $87.20 and a two-hundred day moving average price of $90.53.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $5.12 billion for the quarter, compared to analysts’ expectations of $5.02 billion. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.85 EPS. Sell-side analysts anticipate that O’Reilly Automotive will post 3.28 earnings per share for the current year.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,000 shares of company stock valued at $550,530. Company insiders own 0.77% of the company’s stock.

Key O’Reilly Automotive News

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

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

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.