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

O’Reilly Automotive, Inc. (NASDAQ:ORLY) has been given a consensus rating of “Moderate Buy” by the eighteen ratings firms that are presently covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a hold rating, fourteen have given a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $107.2353.

Several analysts recently weighed in on ORLY shares. TD Cowen cut their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Roth Capital reissued a “buy” rating and issued a $111.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. DA Davidson set a $106.00 price target on O’Reilly Automotive in a research report on Friday, July 31st. Finally, Morgan Stanley lowered their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $88.50 on Wednesday. The firm has a market capitalization of $71.59 billion, a P/E ratio of 28.18, a PEG ratio of 1.93 and a beta of 0.51. O’Reilly Automotive has a one year low of $82.59 and a one year high of $108.71. The company’s 50-day simple moving average is $88.99 and its 200 day simple moving average is $90.83.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the firm earned $0.78 earnings per share. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts expect that O’Reilly Automotive will post 3.27 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.77% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Tucker Asset Management LLC bought a new position in O’Reilly Automotive in the fourth quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the 4th quarter worth $27,000. Kelleher Financial Advisors purchased a new position in O’Reilly Automotive during the second quarter valued at $28,000. Fiduciary Financial Advisors bought a new stake in O’Reilly Automotive during the second quarter valued at about $28,000. Finally, Whipplewood Advisors LLC grew its holdings in O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

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.