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

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

Several research firms have recently issued reports on ORLY. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Roth Mkm reaffirmed a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Mizuho raised their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $91.74 on Monday. The company has a market cap of $76.03 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 2.04 and a beta of 0.58. The firm has a 50 day simple moving average of $91.97 and a 200 day simple moving average of $94.24. O’Reilly Automotive has a one year low of $86.77 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts expect that O’Reilly Automotive will post 3.24 EPS for the current year.

Insider Activity

In related news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,530 shares of company stock worth $9,709,404 over the last ninety days. Corporate insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On O’Reilly Automotive

Hedge funds have recently bought and sold shares of the company. Eagle Bay Advisors LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $25,000. IAG Wealth Partners LLC bought a new position in O’Reilly Automotive during the third quarter worth $31,000. Tucker Asset Management LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive during the fourth quarter worth $27,000. Finally, Westfuller Advisors LLC bought a new position in O’Reilly Automotive during the third quarter worth $32,000. Institutional investors own 85.00% of the company’s stock.

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.