O’Reilly Automotive (NASDAQ:ORLY) SVP Christopher Andrew Mancini Sells 3,000 Shares

O’Reilly Automotive, Inc. (NASDAQ:ORLY) SVP Christopher Andrew Mancini sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were 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 directly owned 189 shares in the company, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

O’Reilly Automotive Trading Down 1.7%

Shares of ORLY opened at $91.05 on Friday. The firm has a market capitalization of $73.66 billion, a price-to-earnings ratio of 29.00, a PEG ratio of 2.02 and a beta of 0.51. The firm’s fifty day simple moving average is $88.91 and its 200-day simple moving average is $91.41. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71.

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

Key Stories Impacting O’Reilly Automotive

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

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Mizuho increased their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Raymond James Financial restated an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. TD Cowen cut their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

Hedge Funds Weigh In On O’Reilly Automotive

A number of institutional investors have recently modified their holdings of the business. Caldwell Trust Co grew its position in O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after buying an additional 12,167 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services lifted its stake in shares of O’Reilly Automotive by 26.8% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after acquiring an additional 12,316 shares during the period. Jefferies Financial Group Inc. acquired a new stake in shares of O’Reilly Automotive in the 4th quarter worth $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares in the last quarter. Finally, Swiss National Bank increased its stake in shares of O’Reilly Automotive by 6.5% during the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after acquiring an additional 152,100 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

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.