O’Reilly Automotive (NASDAQ:ORLY) Updates FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.200-3.300 for the period, compared to the consensus EPS estimate of 3.250. The company issued revenue guidance of $18.9 billion-$19.2 billion, compared to the consensus revenue estimate of $19.1 billion.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research report on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a research report on Monday, July 13th. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, TD Cowen reiterated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $108.83.

O’Reilly Automotive Stock Up 1.7%

Shares of ORLY traded up $1.50 during mid-day trading on Friday, reaching $88.86. The company had a trading volume of 1,867,992 shares, compared to its average volume of 6,789,538. O’Reilly Automotive has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a 50 day moving average of $88.22 and a two-hundred day moving average of $91.69. The stock has a market capitalization of $73.64 billion, a P/E ratio of 28.30, a PEG ratio of 2.00 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 291.77% and a net margin of 14.27%.The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, sell-side analysts expect that O’Reilly Automotive will post 3.24 earnings per share for the current year.

Insider Buying and Selling

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction dated 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 sale, the director directly owned 4,000 shares in the company, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last three months. Company insiders own 0.77% of the company’s stock.

Institutional Trading of O’Reilly Automotive

Several hedge funds have recently made changes to their positions in the business. Invesco Ltd. boosted its holdings in O’Reilly Automotive by 6.0% in the 4th quarter. Invesco Ltd. now owns 10,000,280 shares of the specialty retailer’s stock valued at $912,126,000 after purchasing an additional 563,204 shares in the last quarter. Birchwood Financial Partners Inc. purchased a new stake in shares of O’Reilly Automotive during the 4th quarter worth $52,000. Corient Private Wealth LLC boosted its position in shares of O’Reilly Automotive by 1.6% during the 4th quarter. Corient Private Wealth LLC now owns 1,094,152 shares of the specialty retailer’s stock worth $96,876,000 after purchasing an additional 17,420 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of O’Reilly Automotive by 1.3% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 420,019 shares of the specialty retailer’s stock worth $38,320,000 after purchasing an additional 5,408 shares during the period. Finally, Blue Chip Partners LLC increased its holdings in shares of O’Reilly Automotive by 3.4% in the 4th quarter. Blue Chip Partners LLC now owns 266,815 shares of the specialty retailer’s stock valued at $24,336,000 after purchasing an additional 8,824 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

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.