O’Reilly Automotive, Inc. (NASDAQ:ORLY) Receives Consensus Rating of “Moderate Buy” from Analysts

O’Reilly Automotive, Inc. (NASDAQ:ORLY) has earned an average recommendation of “Moderate Buy” from the twenty-one analysts that are currently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold recommendation, eighteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among analysts that have issued a report on the stock in the last year is $110.5789.

Several equities research analysts recently issued reports on the stock. 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. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Finally, DA Davidson restated a “buy” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Tuesday.

O’Reilly Automotive News Summary

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.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of the firm’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 completion of the transaction, the senior vice president directly owned 4,792 shares of the company’s stock, valued at $485,190. This trade represents a 42.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the completion of the sale, the senior vice president directly owned 28 shares of the company’s stock, valued at $2,836.68. The trade was a 98.83% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.01% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of ORLY. Eagle Bay Advisors LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $26,000. Canton Hathaway LLC lifted its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after buying an additional 280 shares during the last quarter. Nemes Rush Group LLC boosted its holdings in shares of O’Reilly Automotive by 1,400.0% in the 2nd quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 294 shares during the period. Finally, True Wealth Design LLC grew its position 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 valued at $29,000 after buying an additional 152 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of NASDAQ:ORLY opened at $94.22 on Friday. The business’s 50-day simple moving average is $94.98 and its 200 day simple moving average is $99.13. The company has a market cap of $79.53 billion, a P/E ratio of 31.80, a PEG ratio of 2.02 and a beta of 0.62. O’Reilly Automotive has a one year low of $85.55 and a one year high of $108.71.

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

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.