O’Reilly Automotive (NASDAQ:ORLY) Posts Earnings Results, Hits Expectations

O’Reilly Automotive (NASDAQ:ORLY) issued its quarterly earnings data on Wednesday. The specialty retailer reported $0.86 earnings per share for the quarter, hitting the consensus estimate of $0.86, Zacks reports. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%. O’Reilly Automotive updated its FY 2026 guidance to 3.200-3.300 EPS.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY traded down $0.54 during trading on Wednesday, hitting $90.63. 7,963,268 shares of the company were exchanged, compared to its average volume of 6,777,646. The firm has a market capitalization of $75.11 billion, a PE ratio of 29.62, a P/E/G ratio of 2.00 and a beta of 0.51. The company has a fifty day moving average price of $88.32 and a 200-day moving average price of $91.74. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $108.71.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of recent analyst reports. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, July 23rd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $113.00 price target on shares of O’Reilly Automotive in a research note on Monday, July 13th. Evercore reaffirmed an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a research report on Friday, July 24th. One 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $110.22.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their position. The sale was disclosed in a filing with the SEC, 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 that occurred 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 transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Wilkerson Advisory Group LLC acquired a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $27,000. Kemnay Advisory Services Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $30,000. Kelleher Financial Advisors acquired a new stake in O’Reilly Automotive in the third quarter valued at $42,000. BNP Paribas boosted its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares in the last quarter. Finally, Darwin Wealth Management LLC purchased a new position in O’Reilly Automotive in the 2nd quarter valued at approximately $38,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive News Summary

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

• Positive Sentiment: Second-quarter comparable-store sales increased 6.0%, indicating continued demand for automotive aftermarket parts and services. Diluted earnings per share rose 10% to $0.86, meeting analysts’ consensus estimate. O’Reilly Automotive Second Quarter 2026 Results
• Positive Sentiment: O’Reilly generated $2.0 billion in net cash from operating activities year-to-date and repurchased $2.4 billion of shares, supporting per-share earnings and signaling management’s confidence in the business. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Management set fiscal 2026 earnings guidance at $3.20-$3.30 per share and revenue guidance at $18.9 billion-$19.2 billion. The respective midpoints are broadly in line with consensus forecasts of $3.25 EPS and $19.1 billion in revenue. O’Reilly Automotive Q2 2026 Earnings
• Negative Sentiment: Although the quarter was solid, O’Reilly did not deliver an earnings beat or raise guidance above expectations. Investors may have been looking for stronger forward projections, which helps explain the weaker stock performance following the announcement. O’Reilly Automotive Q2 Earnings Snapshot

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.