O’Reilly Automotive (NASDAQ:ORLY) Stock Rating Lowered by Robert W. Baird

O’Reilly Automotive (NASDAQ:ORLY) was downgraded by equities researchers at Robert W. Baird from an “outperform” rating to a “neutral” rating in a report released on Friday, MarketBeat.com reports. They currently have a $96.00 price target on the specialty retailer’s stock. Robert W. Baird’s target price would indicate a potential upside of 1.89% from the company’s previous close.

Several other research analysts have also recently weighed in on ORLY. Wells Fargo & Company set a $115.00 price objective on O’Reilly Automotive and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. The Goldman Sachs Group set a $121.00 price target on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus price target of $110.58.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $94.22 on Friday. The firm has a market cap of $79.53 billion, a P/E ratio of 31.80, a PEG ratio of 2.05 and a beta of 0.62. O’Reilly Automotive has a twelve month low of $85.55 and a twelve month high of $108.71. The firm’s 50 day moving average price is $94.98 and its two-hundred day moving average price is $99.16.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, sell-side analysts anticipate that O’Reilly Automotive will post 43.94 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,500 shares of the business’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total transaction of $354,375.00. Following the transaction, the senior vice president directly owned 4,792 shares in the company, valued at approximately $485,190. The trade was a 42.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the sale, the senior vice president directly owned 28 shares in the company, valued at $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On O’Reilly Automotive

Hedge funds have recently bought and sold shares of the company. Eagle Bay Advisors LLC acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $25,000. True Wealth Design LLC increased its holdings in shares of O’Reilly Automotive by 127.7% during the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 152 shares during the last quarter. IAG Wealth Partners LLC bought a new stake in O’Reilly Automotive in the 3rd quarter valued at $31,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the 4th quarter valued at $26,000. Finally, Canton Hathaway LLC boosted its position in O’Reilly Automotive by 1,400.0% during the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 280 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Key O’Reilly Automotive News

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

• Positive Sentiment: JPMorgan kept an “overweight” rating on ORLY even after trimming its price target from $114 to $108, signaling continued confidence in medium‑term upside. Read More.
• Positive Sentiment: DA Davidson reiterated a “Buy” rating on ORLY, supporting demand from bullish institutional investors. Read More.
• Positive Sentiment: Evercore ISI issued a “Buy” on the stock, adding another pro‑growth analyst voice after the quarter. Read More.
• Positive Sentiment: Management set a 2026 comparable‑store sales target of 3%–5% and reiterated accelerated North American store expansion, supporting longer‑term revenue growth assumptions. Read More.
• Neutral Sentiment: Revenue trends remain healthy: Q4 revenue rose ~7.8% year‑over‑year, comps +5.6% and store count reached ~6,585 — shows steady business momentum but not enough by itself to offset guidance concerns. Read More.
• Neutral Sentiment: Several analyst notes and earnings summaries (Seeking Alpha, Yahoo highlights) emphasize ORLY remains attractive for long‑term holders despite near‑term headwinds. Read More.
• Negative Sentiment: Q4 EPS missed consensus by $0.01 (reported $0.71 vs $0.72) and FY2026 EPS guidance of $3.10–3.20 came in below the Street, creating downward pressure on near‑term expectations. Read More.
• Negative Sentiment: Following results, several analysts trimmed forecasts and some models were reduced — a catalyst for additional selling or more cautious positioning. Read More.
• Negative Sentiment: Robert W. Baird downgraded ORLY from “outperform” to “neutral” with a $96 target, reflecting more guarded near‑term outlook among some sell‑side firms. Read More.

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.