JPMorgan Chase & Co. Issues Pessimistic Forecast for O’Reilly Automotive (NASDAQ:ORLY) Stock Price

O’Reilly Automotive (NASDAQ:ORLY) had its price objective reduced by investment analysts at JPMorgan Chase & Co. from $114.00 to $108.00 in a report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 14.63% from the stock’s previous close.

Several other analysts have also issued reports on ORLY. Evercore reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday. Morgan Stanley set a $110.00 price objective on shares of O’Reilly Automotive and gave the stock an “overweight” rating in a report on Thursday, January 15th. Finally, The Goldman Sachs Group set a $121.00 target price on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, October 24th. One 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. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $110.58.

O’Reilly Automotive Stock Up 1.5%

Shares of NASDAQ:ORLY opened at $94.22 on Friday. The firm has a market capitalization of $79.53 billion, a PE ratio of 31.80, a P/E/G 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 company has a 50-day moving average price of $94.98 and a two-hundred day moving average price of $99.16.

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

Insider Buying and Selling

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

Institutional Investors Weigh In On O’Reilly Automotive

Hedge funds have recently bought and sold shares of the business. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive during the 4th quarter worth about $25,000. Tucker Asset Management LLC bought a new stake in O’Reilly Automotive during the 4th quarter valued at about $26,000. Canton Hathaway LLC boosted its position in O’Reilly Automotive by 1,400.0% in the 2nd quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 280 shares during the period. Nemes Rush Group LLC grew its stake in 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 worth $28,000 after acquiring an additional 294 shares in the last quarter. Finally, True Wealth Design LLC increased its position in shares of O’Reilly Automotive by 127.7% during the third 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 period. Hedge funds and other institutional investors own 85.00% of the company’s stock.

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.

About O’Reilly Automotive

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.