O’Reilly Automotive (NASDAQ:ORLY) Director Maria Sastre Sells 2,000 Shares of Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

O’Reilly Automotive Trading Down 1.7%

O’Reilly Automotive stock opened at $91.05 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The company has a market cap of $73.66 billion, a PE ratio of 29.00, a PEG ratio of 2.02 and a beta of 0.51. The company’s 50-day moving average is $88.91 and its two-hundred day moving average is $91.41.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the firm earned $0.78 EPS. The company’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. Research analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analyst Ratings Changes

A number of analysts have commented on the stock. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 24th. Mizuho increased their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Evercore reissued an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average price target of $107.24.

Institutional Inflows and Outflows

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

Key O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

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.