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

O’Reilly Automotive, Inc. (NASDAQ:ORLY) has earned an average rating of “Moderate Buy” from the twenty-one analysts that are covering the firm, MarketBeat.com reports. Two equities research analysts have rated the stock with a hold recommendation, eighteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $112.25.

Several research analysts have commented on the stock. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Citigroup reiterated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th.

O’Reilly Automotive Trading Down 0.4%

NASDAQ ORLY opened at $90.10 on Friday. O’Reilly Automotive has a 1-year low of $85.35 and a 1-year high of $108.71. The company has a market cap of $74.67 billion, a price-to-earnings ratio of 29.44, a PEG ratio of 2.00 and a beta of 0.53. The company has a 50 day moving average of $91.62 and a 200-day moving average of $93.38.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period in the previous year, the business earned $9.35 earnings per share. The company’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts forecast that O’Reilly Automotive will post 3.24 earnings per share for the current year.

Insider Activity at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Institutional Trading of O’Reilly Automotive

A number of institutional investors and hedge funds have recently bought and sold shares of ORLY. Norges Bank acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $1,134,311,000. Akre Capital Management LLC increased its holdings in O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the period. Wellington Management Group LLP increased its holdings in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. Ameriprise Financial Inc. increased its holdings in O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after purchasing an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. increased its holdings in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after purchasing an additional 2,176,568 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

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.