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Investors are watching O'Reilly Automotive (NASDAQ:ORLY | ORLY Price Prediction) ahead of its third-quarter results on Oct. 28. Professional demand carried the first half.

O'Reilly Automotive (ORLY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Banque Pictet & Cie SA trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 601,634 shares of the specialty retailer’s stock after selling 47,917 shares during the period. Banque Pictet & Cie SA owned approximately 0.07% of O’Reilly Automotive worth $51,386,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Kelleher Financial Advisors purchased a new position in O’Reilly Automotive in the second quarter worth about $28,000. Fiduciary Financial Advisors purchased a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at about $28,000. Whipplewood Advisors LLC increased its position in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares during the last quarter. Bell Investment Advisors Inc purchased a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at about $29,000. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares during the period. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance NASDAQ:ORLY opened at $89.27 on Friday. The firm has a 50-day simple moving average of $87.43 and a 200-day simple moving average of $89.25. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $102.46. The firm has a market cap of $72.22 billion, a P/E ratio of 28.18, a P/E/G ratio of 2.19 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting 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 firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the business posted $0.78 EPS. O’Reilly Automotive’s revenue 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. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.28 EPS for the current fiscal year. Wall Street Analysts Forecast Growth A number of analysts have commented on the company. Citigroup restated a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. UBS Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Friday, July 31st. DA Davidson reissued a “buy” rating and issued a $106.00 target price on shares of O’Reilly Automotive in a report on Wednesday, September 16th. Wells Fargo & Company set a $100.00 target price on shares of O’Reilly Automotive and gave the stock an “overweight” rating in a research note on Friday, July 24th. Finally, Morgan Stanley decreased their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Sixteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.26.

View Our Latest Analysis on ORLY

Insiders Place Their Bets In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the transaction, the director 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 Securities & Exchange Commission, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of the stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the transaction, the director directly owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,000 shares of company stock worth $550,530. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Company Profile (Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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Stock to Watch: O'Reilly Automotive (ORLY - Free Report) O'Reilly Automotive, Inc. is a leading specialty retailer of automotive aftermarket parts, tools, supplies, equipment and accessories in the United States. Founded in 1957, O'Reilly initially operated from a single store in Springfield, MO. The company’s stores offer several services and programs to customers, which include battery diagnostic testing, check engine light code extraction and loaner tool program, among others. The company offers vehicle accessories, such as floor mats and seat cover as well as maintenance items like antifreeze, engine additives, filters, fluids, lighting and wiper blades.

ORLY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. ORLY has a Growth Style Score of B, forecasting year-over-year earnings growth of 10.4% for the current fiscal year.

Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.01 to $3.28 per share. ORLY boasts an average earnings surprise of +1.6%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ORLY should be on investors' short list.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? O'Reilly Automotive (ORLY - Free Report) , which belongs to the Zacks Automotive - Retail and Wholesale - Parts industry, could be a great candidate to consider.

When looking at the last two reports, this auto parts retailer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.76%, on average, in the last two quarters.

For the most recent quarter, O'Reilly Automotive was expected to post earnings of $0.85 per share, but it reported $0.86 per share instead, representing a surprise of 1.18%. For the previous quarter, the consensus estimate was $0.69 per share, while it actually produced $0.72 per share, a surprise of 4.35%.

Price and EPS Surprise

For O'Reilly Automotive, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

O'Reilly Automotive currently has an Earnings ESP of +2.75%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on October 28, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Argent Capital Management LLC lessened its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 461,025 shares of the specialty retailer’s stock after selling 17,168 shares during the period. O’Reilly Automotive comprises about 0.3% of Argent Capital Management LLC’s portfolio, making the stock its 21st largest holding. Argent Capital Management LLC owned 0.06% of O’Reilly Automotive worth $39,376,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Mainstream Capital Management LLC grew its stake in O’Reilly Automotive by 0.9% in the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock valued at $1,166,000 after acquiring an additional 109 shares during the period. Kohmann Bosshard Financial Services LLC lifted its holdings in O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 114 shares in the last quarter. Pointe Capital Management LLC grew its position in shares of O’Reilly Automotive by 1.2% in the second quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer’s stock valued at $962,000 after purchasing an additional 127 shares during the period. Louisbourg Investments Inc. grew its position in shares of O’Reilly Automotive by 49.2% in the first quarter. Louisbourg Investments Inc. now owns 391 shares of the specialty retailer’s stock valued at $36,000 after purchasing an additional 129 shares during the period. Finally, Pittenger & Anderson Inc. increased its stake in shares of O’Reilly Automotive by 16.1% during the first quarter. Pittenger & Anderson Inc. now owns 1,045 shares of the specialty retailer’s stock worth $96,000 after purchasing an additional 145 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Trading Down 1.8% NASDAQ:ORLY traded down $1.55 during trading hours on Monday, hitting $83.35. The company had a trading volume of 1,855,918 shares, compared to its average volume of 6,465,268. The company has a 50-day moving average of $88.39 and a 200 day moving average of $89.45. The company has a market cap of $67.43 billion, a P/E ratio of 26.58, a P/E/G ratio of 2.11 and a beta of 0.54. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $105.23.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted 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 business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, analysts forecast that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year. Insider Transactions at O’Reilly Automotive In other news, SVP Christopher Mancini sold 3,000 shares of O’Reilly Automotive stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director owned 18,675 shares in the company, valued at $1,640,225.25. This represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,000 shares of company stock worth $550,530 over the last ninety days. Company insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets Several research firms have recently weighed in on ORLY. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Morgan Stanley decreased their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. TD Cowen lowered their target price on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $106.50.

Read Our Latest Analysis on O’Reilly Automotive

O’Reilly Automotive Profile (Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

See Also Five stocks we like better than O’Reilly Automotive What a $1 Billion Chip Deal Says About Amazon’s AI Ambitions 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks Insiders Are Selling These 3 Stocks, Should You? Datadog’s Rally Has Insiders Selling—Can It Keep Climbing?

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 | Source: O'Reilly Automotive Stores, Inc.

Earnings Release Date – Wednesday, October 28, 2026, after 3:30 p.m. Central TimeConference Call Date – Thursday, October 29, 2026, at 10:00 a.m. Central Time SPRINGFIELD, Mo., Oct. 01, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, announces the release date for its third quarter 2026 results as Wednesday, October 28, 2026, with a conference call to follow on Thursday, October 29, 2026.

The Company’s third quarter 2026 results will be released after 3:30 p.m. Central Time on Wednesday, October 28, 2026, and can be viewed, at that time, on the Company’s website at www.OReillyAuto.com by clicking on “Investor Relations.”

Investors are invited to listen to the Company’s conference call discussing the financial results for the third quarter 2026, on Thursday, October 29, 2026, at 10:00 a.m. Central Time, via webcast on the Company’s website at www.OReillyAuto.com by clicking on “Investor Relations.” Interested analysts are invited to join the call. The dial-in number for the call is (888) 506-0062 and the conference call identification number is 479629. A replay of the conference call will be available on the Company’s website through October 28, 2027.

About O’Reilly Automotive, Inc.

O’Reilly Automotive, Inc. was founded in 1957 by the O’Reilly family and is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, serving both the do-it-yourself and professional service provider markets. Visit the Company’s website at www.OReillyAuto.com for additional information about O’Reilly, including access to online shopping and current promotions, store locations, hours and services, employment opportunities, and other programs. As of June 30, 2026, the Company operated 6,695 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada.

  For further information contact:Investor Relations Contacts Leslie Skorick (417) 874-7142 Eric Bird (417) 868-4259   Media Contact Sonya Cox (417) 427-8071 This press release was published by a CLEAR® Verified individual.

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in O’Reilly Automotive stock on August 31st. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.

Representative Kevin Hern also recently made the following trade(s):

Sold $15,001 – $50,000 in shares of CenterPoint Energy (NYSE:CNP) on 9/15/2026. Sold $1,001 – $15,000 in shares of TJX Companies (NYSE:TJX) on 9/15/2026. Sold $15,001 – $50,000 in shares of STERIS (NYSE:STE) on 9/15/2026. Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 9/15/2026. Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 9/14/2026. Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/14/2026. Sold $15,001 – $50,000 in shares of IQVIA (NYSE:IQV) on 9/14/2026. Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 9/14/2026. Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/14/2026. Sold $15,001 – $50,000 in shares of Emerson Electric (NYSE:EMR) on 9/14/2026. O’Reilly Automotive Trading Up 0.5% NASDAQ:ORLY opened at $86.51 on Tuesday. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company has a market cap of $69.98 billion, a price-to-earnings ratio of 27.55, a price-to-earnings-growth ratio of 2.14 and a beta of 0.52. The stock has a fifty day simple moving average of $88.52 and a 200-day simple moving average of $89.65.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted its quarterly 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 for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year. Institutional Investors Weigh In On O’Reilly Automotive Several large investors have recently modified their holdings of ORLY. Mainstream Capital Management LLC grew its position in O’Reilly Automotive by 0.9% during the 1st quarter. Mainstream Capital Management LLC now owns 12,630 shares of the specialty retailer’s stock worth $1,166,000 after purchasing an additional 109 shares during the last quarter. Dynasty Wealth Management LLC lifted its stake in shares of O’Reilly Automotive by 2.7% during the fourth quarter. Dynasty Wealth Management LLC now owns 4,281 shares of the specialty retailer’s stock worth $390,000 after buying an additional 113 shares during the period. Kohmann Bosshard Financial Services LLC lifted its stake in shares of O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after buying an additional 114 shares during the period. Pointe Capital Management LLC grew its holdings in shares of O’Reilly Automotive by 1.2% during the second quarter. Pointe Capital Management LLC now owns 10,447 shares of the specialty retailer’s stock valued at $962,000 after buying an additional 127 shares during the last quarter. Finally, Louisbourg Investments Inc. grew its holdings in shares of O’Reilly Automotive by 49.2% during the first quarter. Louisbourg Investments Inc. now owns 391 shares of the specialty retailer’s stock valued at $36,000 after buying an additional 129 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive In other news, Director Thomas Hendrickson sold 1,000 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the transaction, the director directly owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the firm’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 completion of the transaction, the director owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,000 shares of company stock valued at $550,530 in the last ninety days. Company insiders own 0.77% of the company’s stock.

Analyst Ratings Changes Several equities research analysts have issued reports on the stock. Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive in a research report on Friday, July 31st. Citigroup reaffirmed a “buy” rating and set a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a report on Wednesday, July 15th. Finally, DA Davidson reaffirmed a “buy” rating and set a $106.00 target price on shares of O’Reilly Automotive in a research report on Wednesday, September 16th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

Get Our Latest Stock Report on O’Reilly Automotive

About Representative Hern Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

O’Reilly Automotive Company Profile (Get Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers as well as professional automotive service providers, offering products for vehicle maintenance, repair and customization.

Its merchandise includes replacement parts such as brakes, batteries, filters and engine components, along with lubricants, shop equipment, tools, accessories and related products. O’Reilly also provides services such as parts lookup, battery testing and recycling, loaner tools, and delivery to professional customers.

Founded in 1957 by the O’Reilly family in Springfield, Missouri, the company has grown from a single store into a large retail and distribution network serving customers throughout the United States and Mexico.

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Envestnet Portfolio Solutions Inc. boosted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 10.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 99,554 shares of the specialty retailer’s stock after purchasing an additional 9,699 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in O’Reilly Automotive were worth $9,159,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. First National Bank of Mount Dora Trust Investment Services grew its holdings in shares of O’Reilly Automotive by 26.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock valued at $5,381,000 after purchasing an additional 12,316 shares in the last quarter. Swiss National Bank increased its position in O’Reilly Automotive by 6.5% in the first quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after purchasing an additional 152,100 shares during the last quarter. Marble Wealth LLC purchased a new stake in O’Reilly Automotive during the fourth quarter valued at $2,559,000. BNP Paribas Financial Markets raised its stake in O’Reilly Automotive by 77.1% during the fourth quarter. BNP Paribas Financial Markets now owns 2,853,830 shares of the specialty retailer’s stock valued at $260,298,000 after purchasing an additional 1,242,846 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in O’Reilly Automotive by 9.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages have commented on ORLY. DA Davidson reissued a “buy” rating and issued a $106.00 price objective on shares of O’Reilly Automotive in a research note on Wednesday, September 16th. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 24th. Finally, Citigroup reissued a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Check Out Our Latest Stock Analysis on O’Reilly Automotive O’Reilly Automotive Trading Up 0.1% Shares of NASDAQ:ORLY opened at $85.90 on Thursday. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The company has a market capitalization of $69.49 billion, a price-to-earnings ratio of 27.36, a PEG ratio of 2.13 and a beta of 0.52. The firm’s 50-day moving average is $88.48 and its 200 day moving average is $89.83.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the firm posted $0.78 earnings per share. The company’s quarterly revenue 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. As a group, equities analysts forecast that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

Insiders Place Their Bets In other news, Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares of the company’s stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,000 shares of company stock worth $550,530 over the last quarter. Company insiders own 0.77% of the company’s stock.

(Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

See Also Five stocks we like better than O’Reilly Automotive Chips to Bots: Qualcomm’s Agentic AI Breakout Ciena Fell 40%—Now One Analyst Sees 50% Upside Energy Transfer Taps the AI Power Boom Viking’s Obesity Edge May Be Staying Power, Not Weight Loss Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report).

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Nykredit A S acquired a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 369,634 shares of the specialty retailer’s stock, valued at approximately $34,040,000.

A number of other large investors have also made changes to their positions in the stock. Kelleher Financial Advisors purchased a new stake in shares of O’Reilly Automotive during the 2nd quarter valued at approximately $28,000. Fiduciary Financial Advisors acquired a new position in shares of O’Reilly Automotive in the 2nd quarter valued at $28,000. Whipplewood Advisors LLC grew its holdings in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares during the period. Bell Investment Advisors Inc acquired a new stake in shares of O’Reilly Automotive during the 2nd quarter worth about $29,000. Finally, Kohmann Bosshard Financial Services LLC raised its holdings in shares of O’Reilly Automotive by 54.3% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive In other news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Down 0.2% NASDAQ:ORLY opened at $84.71 on Friday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a fifty day simple moving average of $88.50 and a 200-day simple moving average of $90.06. The company has a market capitalization of $68.53 billion, a PE ratio of 26.98, a price-to-earnings-growth ratio of 2.11 and a beta of 0.52. O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share 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 firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the firm posted $0.78 EPS. The firm’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. As a group, equities analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Wall Street Analysts Forecast Growth Several analysts recently weighed in on the stock. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, July 31st. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a report on Wednesday, July 15th. Morgan Stanley decreased their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Finally, Citigroup reaffirmed a “buy” rating and issued a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Get Our Latest Research Report on ORLY

O’Reilly Automotive Profile (Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.

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The Zacks Automotive - Retail and Wholesale - Parts industry outlook remains broadly favorable, supported by resilient vehicle demand, an aging U.S. vehicle fleet and growing reliance on professional repairs. These trends should sustain demand for replacement parts and aftermarket services. However, rising investments in technology, distribution and digital capabilities could dampen cash flows and margins. Companies will need disciplined capital allocation and strong execution to navigate evolving industry dynamics. Two industry players worth considering now are O’Reilly Automotive (ORLY - Free Report) and Advance Auto Parts (AAP - Free Report) .

About the Industry The Zacks Automotive - Retail and Wholesale - Parts industry players execute several functions. These include retailing, distribution and installation of vehicle parts, equipment and accessories. Vehicle parts and accessories include seat covers, antifreeze, engine additives, wiper blades, batteries, brake system components, belts, chassis parts, driveline parts, engine parts and fuel pumps. Consumers have two options. They can either opt for repairing vehicles on their own (the ‘do-it-yourself’ or ‘DIY’ segment) or take the assistance of a professional repair facility (the "do-it-for-me" or "DIFM" segment). The industry is highly competitive and undergoing a radical change, with evolving customer expectations and technological innovation acting as game changers.

Key Investing Themes New-Vehicle Demand Remains Resilient: New-vehicle demand continues to provide a supportive backdrop for the auto retail parts industry. U.S. August sales reached a 16.8 million annualized rate per Cox Automotive, exceeding the 16.3 million forecast, while year-to-date sales are tracking slightly above expectations. Relatively strong demand among higher-income consumers has helped offset inflationary pressures. Asian automakers also posted solid results, while hybrid demand remained healthy across several brands. Sustained vehicle sales are encouraging for parts retailers, as a larger vehicle base can translate into greater demand for accessories, replacement parts and other aftermarket products.

Aging Vehicles Are Driving Aftermarket Demand: The U.S. vehicle fleet is getting older, creating a favorable environment for auto parts retailers. The average vehicle age is 12.8 years, and older cars generally require more frequent maintenance and repairs. Consumers are also keeping their vehicles longer rather than replacing them, further supporting aftermarket spending. As vehicles age, demand for replacement components and repair services tends to increase. This trend should continue to support parts retailers and repair shops.

Higher Investment Is Weighing on Profits: Auto parts companies face growing pressure to invest in their businesses to remain competitive. Spending on EV-related technologies, advanced vehicle systems, distribution infrastructure and digital capabilities is increasing as customer and industry needs evolve. While these investments can strengthen long-term growth, they also require substantial capital and can weigh on cash flow and margins in the near term. Companies therefore need to balance investments in future growth with disciplined cost management. Efficient capital allocation will remain critical as the industry adapts to rapid technological and structural changes.

Complex Vehicles Are Shifting Repairs Toward Professionals: As vehicles become more technologically advanced, repairing them at home is becoming increasingly difficult. Modern cars feature sophisticated electronics, sensors and specialized systems that often require professional expertise and equipment. This is encouraging more consumers to rely on professional repair shops rather than handling repairs themselves. While this trend could limit growth in the DIY portion of the aftermarket, it creates an opportunity in the “do-it-for-me” (DIFM) segment. Parts retailers that have strong relationships with professional technicians and repair shops are therefore well positioned to benefit from this shift.

Zacks Industry Rank Is Encouraging The Zacks Auto Retail & Wholesale Parts industry is within the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #75, which places it in the top 30% of roughly 245 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates strong near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are getting optimistic about this group’s earnings growth potential.

Before we present a few stocks that could be on your watchlist, let’s take a look at the industry’s shareholder returns and current valuation first.

Industry Lags S&P 500, Tops Sector The Zacks Auto Retail and Wholesale Parts industry has underperformed the Zacks S&P 500 composite but outperformed Auto, Tires and Truck sector over the past year. The industry has declined 5.6% over this period against the S&P 500’s growth of 11.4%. The sector has lost 12.1% over the same time frame.

One-Year Price Performance

Industry's Current Valuation Since automotive companies are debt-laden, it makes sense to value them based on the Enterprise Value/ Earnings before Interest, Tax, Depreciation and Amortization (EV/EBITDA) ratio.

Based on the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 22.91X compared with the S&P 500’s 17.75X and the sector’s 25.75X.

Over the past five years, the industry has traded as high as 32.63X and as low as 22.15X, with the median being 26.22X, as the chart below shows.

EV/EBITDA Ratio (Past 5 Years)

2 Stocks in Focus O’Reilly: It is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company has been generating record revenues for 33 consecutive years.O’Reilly continues to gain share across professional and DIY channels while expanding its store and distribution network.

The company opened 110 net new stores in the first half of 2026 and remains on track for 225-235 openings for the year. To support the growth, 2026 capex will rise to $1.3-$1.4 billion, funded by heightened investments in store fleet refreshes and new distribution infrastructure.

The auto parts retailer keeps returning excess capital through buybacks. It repurchased 26.7 million shares for $2.43 billion in the first half of 2026 and another 7.3 million shares for $632 million through July 29.

O’Reilly currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for its 2026 and 2027 EPS implies year-over-year growth of 10% and 11%, respectively. The consensus mark for the current and next year has moved north by 3 cents and 2 cents, respectively, over the past 60 days. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Price & Consensus: ORLY

Advance Auto: It primarily sells replacement parts, batteries, accessories, and maintenance products for a broad range of vehicles. Advance Auto continues to gain traction with Main Street Pro customers, its preferred professional segment. Strategic sourcing, better assortment and tighter pricing are improving AAP’s product economics.

Advance Auto is returning to selective expansion. It plans 30 to 35 new store openings in fiscal 2026 and uses population, vehicle profiles, competition and real-estate economics in site selection. This supports measured network growth after the footprint reset.

The company completed its distribution-center consolidation in the second quarter of fiscal 2026 and now operates 15 DCs on one warehouse system. It opened five market hubs in the first half, reaching 38, and raised fiscal 2026 hub-opening plans to 15 to 20 from 10 to 15. AAP still targets 60 hubs by mid-2027. 

Advance Auto currently carries a Zacks Rank #3. The Zacks Consensus Estimate for its fiscal 2026 and 2027 EPS implies year-over-year growth of 32% and 28%, respectively. The consensus mark for the current fiscal year has moved north by 4 cents over the past 30 days.

Price & Consensus: AAP

American Capital Management Inc. bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 86,235 shares of the specialty retailer’s stock, valued at approximately $7,941,000.

Other large investors have also bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of O’Reilly Automotive in the 2nd quarter worth approximately $5,950,042,000. State Street Corp boosted its stake in O’Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the last quarter. Geode Capital Management LLC boosted its stake in O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth $1,134,311,000. 85.00% of the stock is owned by institutional investors.

Insider Activity at O’Reilly Automotive In other news, SVP Christopher Andrew Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the transaction, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the business’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 transaction, the director owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 6,200 shares of company stock valued at $568,684. 0.77% of the stock is owned by corporate insiders.

Analyst Ratings Changes Several equities research analysts recently commented on the company. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research report on Thursday, April 30th. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Weiss Ratings upgraded shares of O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $107.24. Get Our Latest Analysis on ORLY

O’Reilly Automotive Stock Down 0.9% ORLY stock opened at $89.55 on Thursday. The business’s 50-day moving average price is $88.94 and its 200-day moving average price is $90.91. The stock has a market cap of $72.44 billion, a P/E ratio of 28.52, a PEG ratio of 1.97 and a beta of 0.51. 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 – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The business’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period last year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

O’Reilly Automotive Company Profile (Free Report)

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.

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Barbara Oil Co. bought a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 15,000 shares of the specialty retailer’s stock, valued at approximately $1,382,000.

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

Analyst Ratings Changes A number of equities analysts have issued reports on the stock. UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research report on Wednesday, July 15th. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 24th. Citigroup restated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Finally, Evercore restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

Get Our Latest Research Report on O’Reilly Automotive O’Reilly Automotive Price Performance O’Reilly Automotive stock opened at $89.11 on Monday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The firm has a market capitalization of $72.09 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.51. The firm has a 50-day moving average price of $88.91 and a two-hundred day moving average price of $91.02.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. O’Reilly Automotive’s revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Research analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current year.

Insider Buying and Selling In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. The trade was a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,200 shares of company stock valued at $568,684 in the last three months. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Company Profile (Free Report)

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.

Recommended Stories Five stocks we like better than O’Reilly Automotive VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report).

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Advisors Capital Management LLC acquired a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 44,306 shares of the specialty retailer’s stock, valued at approximately $4,080,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Sivia Capital Partners LLC grew its holdings in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC grew its stake in shares of O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. grew its stake in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares during the period. BNP Paribas increased its holdings in O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its position in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Trading Up 0.0% Shares of ORLY stock opened at $89.11 on Friday. The company’s fifty day simple moving average is $88.91 and its 200-day simple moving average is $91.07. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The company has a market cap of $72.09 billion, a PE ratio of 28.38, a P/E/G ratio of 1.95 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company’s revenue was up 8.1% on a year-over-year basis. During the same period last year, the business posted $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities research analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year. Insiders Place Their Bets In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the transaction, the senior vice president owned 189 shares of the company’s stock, valued at approximately $17,577. This trade represents a 94.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,200 shares of company stock worth $568,684 in the last three months. 0.77% of the stock is owned by insiders.

Analyst Upgrades and Downgrades Several equities research analysts have recently commented on the company. Weiss Ratings raised O’Reilly Automotive from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a report on Friday, July 24th. Truist Financial set a $108.00 target price on O’Reilly Automotive in a research report on Thursday, April 30th. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average price target of $107.24.

Check Out Our Latest Stock Analysis on ORLY

O’Reilly Automotive Profile (Free Report)

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.

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Stock to Watch: O'Reilly Automotive (ORLY - Free Report) O'Reilly Automotive, Inc. is a leading specialty retailer of automotive aftermarket parts, tools, supplies, equipment and accessories in the United States. Founded in 1957, O'Reilly initially operated from a single store in Springfield, MO. The company’s stores offer several services and programs to customers, which include battery diagnostic testing, check engine light code extraction and loaner tool program, among others. The company offers vehicle accessories, such as floor mats and seat cover as well as maintenance items like antifreeze, engine additives, filters, fluids, lighting and wiper blades.

ORLY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. ORLY has a Growth Style Score of B, forecasting year-over-year earnings growth of 10.1% for the current fiscal year.

Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.01 to $3.27 per share. ORLY boasts an average earnings surprise of +1.6%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ORLY should be on investors' short list.

Posted by Defense World Staff on Aug 3rd, 2026

First National Bank of Mount Dora Trust Investment Services lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 26.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,297 shares of the specialty retailer’s stock after purchasing an additional 12,316 shares during the period. First National Bank of Mount Dora Trust Investment Services’ holdings in O’Reilly Automotive were worth $5,381,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new stake in O’Reilly Automotive during the 4th quarter valued at $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive in the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the 4th quarter valued at about $27,000. Whipplewood Advisors LLC boosted its position in O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its stake in shares of O’Reilly Automotive by 54.3% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Performance ORLY opened at $89.35 on Monday. The company has a market capitalization of $74.05 billion, a P/E ratio of 28.46, a PEG ratio of 1.96 and a beta of 0.51. The company has a 50-day moving average of $88.18 and a 200-day moving average of $91.65. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) 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 business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Activity In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred 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 position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The SEC filing for this sale provides additional information. 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.

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

Positive Sentiment: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target. Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions. Analyst Ratings Changes ORLY has been the topic of a number of analyst reports. Truist Financial set a $108.00 target price on O’Reilly Automotive in a research report on Thursday, April 30th. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, July 23rd. Mizuho raised their price objective 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 restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $108.44.

View Our Latest Research Report on ORLY

About O’Reilly Automotive (Free Report)

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.

Featured Stories Five stocks we like better than O’Reilly Automotive 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story AbbVie Quietly Solved Its Biggest Problem—Now What? Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade Strategy’s Structural Strength: Hidden in a $8 Billion Illusion Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report).

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Posted by Defense World Staff on Aug 1st, 2026

Bank of America Corp DE reduced its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 7.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,281,044 shares of the specialty retailer’s stock after selling 771,747 shares during the quarter. Bank of America Corp DE owned about 1.12% of O’Reilly Automotive worth $856,733,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Sivia Capital Partners LLC lifted its position in shares of O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after buying an additional 3,262 shares in the last quarter. NewEdge Advisors LLC raised its position in shares of O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. raised its position in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares in the last quarter. BNP Paribas grew its position in O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares during 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: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target. Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions. Insider Activity In other O’Reilly Automotive 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 value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,730 shares of company stock worth $9,815,388 over the last 90 days. 0.77% of the stock is currently owned by insiders.

Analysts Set New Price Targets Several research firms have recently issued reports on ORLY. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research note on Thursday, April 30th. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a report on Wednesday, July 15th. Morgan Stanley lowered their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday. Finally, Citigroup reissued a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $108.44.

View Our Latest Stock Analysis on ORLY

O’Reilly Automotive Price Performance Shares of NASDAQ ORLY opened at $89.35 on Friday. The stock has a market capitalization of $74.05 billion, a P/E ratio of 28.46, a price-to-earnings-growth ratio of 1.92 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The business has a fifty day moving average price of $88.18 and a 200 day moving average price of $91.68.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced 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 business 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 firm’s revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current fiscal year.

O’Reilly Automotive Profile (Free Report)

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.

See Also Five stocks we like better than O’Reilly Automotive Chevron’s Strong Quarter Shows Why It Still Leads the Energy Sector Amazon’s Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Apple’s Record Quarter Could Not Outrun Its Guidance Problem McKesson’s Compounding Keeps Adding Up Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report).

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O'Reilly Automotive, Inc. (ORLY) Q2 2026 Earnings Call Transcript

O'Reilly Automotive (ORLY - Free Report) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.18%. A quarter ago, it was expected that this auto parts retailer would post earnings of $0.69 per share when it actually produced earnings of $0.72, delivering a surprise of +4.35%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

O'Reilly Automotive, which belongs to the Zacks Automotive - Retail and Wholesale - Parts industry, posted revenues of $4.89 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.77%. This compares to year-ago revenues of $4.53 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

O'Reilly Automotive shares have lost about 0% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for O'Reilly Automotive?While O'Reilly Automotive has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for O'Reilly Automotive was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.90 on $4.97 billion in revenues for the coming quarter and $3.24 on $19.03 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Retail and Wholesale - Parts is currently in the top 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Advance Auto Parts (AAP - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This auto parts retailer is expected to post quarterly earnings of $0.81 per share in its upcoming report, which represents a year-over-year change of +17.4%. The consensus EPS estimate for the quarter has been revised 0.6% lower over the last 30 days to the current level.

Advance Auto Parts' revenues are expected to be $2.03 billion, up 1.2% from the year-ago quarter.

Second quarter comparable store sales growth of 6.0%10% increase in second quarter diluted earnings per share to $0.86$2.4 billion of share repurchases and $2.0 billion net cash provided by operating activities year-to-date SPRINGFIELD, Mo., July 29, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced record revenue and earnings for its second quarter ended June 30, 2026.

2nd Quarter Financial Results

Brad Beckham, O’Reilly’s CEO, commented, “I would like to thank all of Team O’Reilly for their tremendous hard work and unwavering commitment to taking care of our customers each and every day. We are very pleased to report another quarter of strong performance, highlighted by a comparable store sales increase of 6.0% and a 10% increase in diluted earnings per share. Our Team continues to consistently execute our proven dual market strategy at a high level and delivered solid growth in both professional and DIY during the quarter. We remain committed to taking market share by providing unsurpassed levels of service to our customers, supported by best-in-class parts availability.”

Sales for the second quarter ended June 30, 2026, increased $367 million, or 8%, to $4.89 billion from $4.53 billion for the same period one year ago. Gross profit for the second quarter increased 8% to $2.52 billion (or 51.4% of sales) from $2.33 billion (or 51.4% of sales) for the same period one year ago. Selling, general and administrative expenses (“SG&A”) for the second quarter increased 8% to $1.53 billion (or 31.3% of sales) from $1.41 billion (or 31.2% of sales) for the same period one year ago. Operating income for the second quarter increased 8% to $986 million (or 20.2% of sales) from $914 million (or 20.2% of sales) for the same period one year ago.

Net income for the second quarter ended June 30, 2026, increased $46 million, or 7%, to $715 million (or 14.6% of sales) from $669 million (or 14.8% of sales) for the same period one year ago. Diluted earnings per common share for the second quarter increased 10% to $0.86 on 829 million shares versus $0.78 on 858 million shares for the same period one year ago.

Year-to-Date Financial Results

Mr. Beckham concluded, “As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%. Our updated full-year sales outlook reflects our confidence in the strength of the underlying demand drivers within our industry, as well as our Team’s focus on providing the excellent customer service that drives long-term profitable growth. Year-to-date, we have opened 110 net, new stores across North America, and we are on track to achieve our goal of 225 to 235 net, new store openings in 2026.”

Sales for the first six months of 2026 increased $791 million, or 9%, to $9.45 billion from $8.66 billion for the same period one year ago. Gross profit for the first six months of 2026 increased 9% to $4.86 billion (or 51.5% of sales) from $4.45 billion (or 51.4% of sales) for the same period one year ago. SG&A expenses for the first six months of 2026 increased 9% to $3.04 billion (or 32.1% of sales) from $2.79 billion (or 32.2% of sales) for the same period one year ago. Operating income for the first six months of 2026 increased 10% to $1.83 billion (or 19.3% of sales) from $1.66 billion (or 19.1% of sales) for the same period one year ago.

Net income for the first six months of 2026 increased $112 million, or 9%, to $1.32 billion (or 14.0% of sales) from $1.21 billion (or 13.9% of sales) for the same period one year ago. Diluted earnings per common share for the first six months of 2026 increased 13% to $1.58 on 836 million shares versus $1.40 on 861 million shares for the same period one year ago.

2nd Quarter Comparable Store Sales Results

Comparable store sales are calculated based on the change in sales for U.S. stores open at least one year and exclude sales of specialty machinery, sales to independent parts stores, and sales to Team Members. Online sales for ship-to-home orders and pick-up-in-store orders for U.S. stores open at least one year are included in the comparable store sales calculation. Comparable store sales increased 6.0% for the second quarter ended June 30, 2026, on top of 4.1% for the same period one year ago. Comparable store sales increased 7.0% for the six months ended June 30, 2026, on top of 3.9% for the same period one year ago.

Share Repurchase Program

During the second quarter ended June 30, 2026, the Company repurchased 16.7 million shares of its common stock, at an average price per share of $90.40, for a total investment of $1.51 billion. During the first six months of 2026, the Company repurchased 26.7 million shares of its common stock, at an average price per share of $91.17, for a total investment of $2.43 billion. Excise tax on shares repurchased, assessed at one percent of the fair market value of shares repurchased, was $24.3 million for the six months ended June 30, 2026. Subsequent to the end of the second quarter and through the date of this release, the Company repurchased an additional 7.3 million shares of its common stock, at an average price per share of $86.81, for a total investment of $632 million. The Company has repurchased a total of 1.50 billion shares of its common stock under its share repurchase program since the inception of the program in January of 2011 and through the date of this release, at an average price of $20.32, for a total aggregate investment of $30.42 billion. As of the date of this release, the Company had approximately $1.33 billion remaining under its current share repurchase authorization.

Updated Full-Year 2026 Guidance

The table below outlines the Company’s updated guidance for selected full-year 2026 financial data:

     For the Year Ending  December 31, 2026Net, new store openings 225 to 235Comparable store sales 4.0% to 6.0%Total revenue $18.9 billion to $19.2 billionGross profit as a percentage of sales 51.5% to 52.0%Operating income as a percentage of sales 19.3% to 19.8%Effective income tax rate 22.5%
Diluted earnings per share(1) $3.20 to $3.30Net cash provided by operating activities $3.1 billion to $3.5 billionCapital expenditures $1.3 billion to $1.4 billionFree cash flow(2) $1.8 billion to $2.1 billion (1) Weighted-average shares outstanding, assuming dilution, used in the denominator of this calculation, includes share repurchases made by the Company through the date of this release.(2) Free cash flow is a non-GAAP financial measure. The table below reconciles Free cash flow guidance to Net cash provided by operating activities guidance, the most directly comparable GAAP financial measure:                 For the Year Ending  (in millions) December 31, 2026  Net cash provided by operating activities $3,110 to $3,520  Less:Capital expenditures  1,300 to  1,400   Excess tax benefit from share-based compensation payments  10 to  20  Free cash flow $1,800 to $2,100           Non-GAAP Information

This release contains certain financial information not derived in accordance with United States generally accepted accounting principles (“GAAP”). These items include adjusted debt to earnings before interest, taxes, depreciation, amortization, share-based compensation, and rent (“EBITDAR”) and free cash flow. The Company does not, nor does it suggest investors should, consider such non-GAAP financial measures in isolation from, or as a substitute for, GAAP financial information. The Company believes that the presentation of adjusted debt to EBITDAR and free cash flow provide meaningful supplemental information to both management and investors that is indicative of the Company’s core operations. The Company has included a reconciliation of this additional information to the most comparable GAAP measure in the table above and the selected financial information below.

Earnings Conference Call Information

The Company will host a conference call on Thursday, July 30, 2026, at 10:00 a.m. Central Time to discuss its results as well as future expectations. Investors may listen to the conference call live on the Company’s website at www.OReillyAuto.com by clicking on “Investor Relations.” Interested analysts are invited to join the call. The dial-in number for the call is (888) 506-0062 and the conference call identification number is 532005. A replay of the conference call will be available on the Company’s website through Thursday, July 29, 2027.

About O’Reilly Automotive, Inc.

O’Reilly Automotive, Inc. was founded in 1957 by the O’Reilly family and is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, serving both the do-it-yourself and professional service provider markets. Visit the Company’s website at www.OReillyAuto.com for additional information about O’Reilly, including access to online shopping and current promotions, store locations, hours and services, employment opportunities, and other programs. As of June 30, 2026, the Company operated 6,695 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada.

Forward-Looking Statements

The Company claims the protection of the safe-harbor for forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by forward-looking words such as “estimate,” “may,” “could,” “will,” “believe,” “expect,” “would,” “consider,” “should,” “anticipate,” “project,” “plan,” “intend,” “guidance,” “target,” or similar words. In addition, statements contained within this press release that are not historical facts are forward-looking statements, such as statements discussing, among other things, expected growth, store development, integration and expansion strategy, business strategies, future revenues, and future performance. These forward-looking statements are based on estimates, projections, beliefs, and assumptions and are not guarantees of future events and results. Such statements are subject to risks, uncertainties, and assumptions, including, but not limited to, the economy in general; inflation; consumer debt levels; product demand; a public health crisis; the market for auto parts; competition; weather; trade disputes and changes in trade policies, including the imposition of new or increased tariffs; availability of key products and supply chain disruptions; business interruptions, including terrorist activities, war and the threat of war; failure to protect our brand and reputation; challenges in international markets; volatility of the market price of our common stock; our increased debt levels; credit ratings on public debt; damage, failure, or interruption of information technology systems, including information security and cyber-attacks; historical growth rate sustainability; our ability to hire and retain qualified employees; risks associated with the performance of acquired businesses; and governmental regulations. Actual results may materially differ from anticipated results described or implied in these forward-looking statements. Please refer to the “Risk Factors” section of the annual report on Form 10-K for the year ended December 31, 2025, and subsequent Securities and Exchange Commission filings, for additional factors that could materially affect the Company’s financial performance. Forward-looking statements speak only as of the date they were made, and the Company undertakes no obligation to publicly update any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law.

  For further information contact:Investor Relations Contacts Leslie Skorick (417) 874-7142 Eric Bird (417) 868-4259   Media Contact Sonya Cox (417) 427-8071   O’REILLY AUTOMOTIVE, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands, except share data)             June 30, 2026 June 30, 2025 December 31, 2025  (Unaudited) (Unaudited) (Note)Assets         Current assets:         Cash and cash equivalents $262,181  $198,613  $193,793 Accounts receivable, net  457,785   428,828   389,793 Amounts receivable from suppliers  170,728   123,273   159,900 Inventory  5,971,856   5,399,588   5,731,385 Other current assets  337,082   165,504   269,406 Total current assets  7,199,632   6,315,806   6,744,277           Property and equipment, at cost  10,741,816   9,708,429   10,222,249 Less: accumulated depreciation and amortization  4,191,571   3,758,465   3,964,824 Net property and equipment  6,550,245   5,949,964   6,257,425           Operating lease, right-of-use assets  2,484,413   2,409,177   2,391,150 Goodwill  955,211   943,314   948,208 Other assets, net  199,615   202,358   197,193 Total assets $17,389,116  $15,820,619  $16,538,253           Liabilities and shareholders’ deficit         Current liabilities:         Accounts payable $7,384,958  $6,858,649  $7,103,684 Self-insurance reserves  214,311   158,844   297,304 Accrued payroll  176,174   145,629   119,603 Accrued benefits and withholdings  275,493   238,984   240,072 Income taxes payable  —   312,545   13,957 Current portion of operating lease liabilities  452,275   434,151   439,907 Other current liabilities  1,071,463   573,084   561,294 Total current liabilities  9,574,674   8,721,886   8,775,821           Long-term debt  7,014,543   5,823,744   6,016,904 Operating lease liabilities, less current portion  2,120,615   2,055,053   2,034,688 Deferred income taxes  238,615   211,920   211,210 Other liabilities  276,394   239,878   262,982           Shareholders’ equity (deficit):         Common stock, $0.01 par value:         Authorized shares – 1,250,000,000         Issued and outstanding shares –         816,165,813 as of June 30, 2026,         850,561,094 as of June 30, 2025, and         841,909,238 as of December 31, 2025  8,162   8,506   8,419 Additional paid-in capital  1,536,955   1,499,288   1,530,292 Retained deficit  (3,416,414)  (2,748,221)  (2,328,817)Accumulated other comprehensive income  35,572   8,565   26,754 Total shareholders’ deficit  (1,835,725)  (1,231,862)  (763,352)          Total liabilities and shareholders’ deficit $17,389,116  $15,820,619  $16,538,253              Note: The balance sheet at December 31, 2025, has been derived from the audited consolidated financial statements at that date but does not include all of the information and footnotes required by United States generally accepted accounting principles for complete financial statements.

 O’REILLY AUTOMOTIVE, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(Unaudited)
(In thousands, except per share data)                For the Three Months Ended For the Six Months Ended  June 30, June 30,  2026  2025  2026  2025 Sales $4,892,013  $4,525,058  $9,452,552  $8,661,982 Cost of goods sold, including warehouse and distribution expenses  2,375,273   2,198,520   4,588,601   4,213,959 Gross profit  2,516,740   2,326,538   4,863,951   4,448,023              Selling, general and administrative expenses  1,530,994   1,412,068   3,036,597   2,792,087 Operating income  985,746   914,470   1,827,354   1,655,936              Other income (expense):            Interest expense  (69,871)  (57,337)  (132,616)  (114,901)Interest income  1,589   1,885   3,337   3,549 Other, net  6,611   2,437   6,089   1,222 Total other expense  (61,671)  (53,015)  (123,190)  (110,130)             Income before income taxes  924,075   861,455   1,704,164   1,545,806 Provision for income taxes  209,011   192,860   384,919   338,726 Net income $715,064  $668,595  $1,319,245  $1,207,080              Earnings per share-basic:            Earnings per share $0.87  $0.78  $1.59  $1.41 Weighted-average common shares outstanding – basic  825,197   854,003   831,853   856,768              Earnings per share-assuming dilution:            Earnings per share $0.86  $0.78  $1.58  $1.40 Weighted-average common shares outstanding – assuming dilution  828,875   858,440   835,661   861,368                   O’REILLY AUTOMOTIVE, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(Unaudited)
(In thousands)          For the Six Months Ended  June 30,  2026  2025 Operating activities:      Net income $1,319,245  $1,207,080 Adjustments to reconcile net income to net cash provided by operating activities:      Depreciation and amortization of property, equipment and intangibles  273,643   247,159 Amortization of debt discount and issuance costs  3,818   3,667 Deferred income taxes  27,504   (36,679)Share-based compensation programs  17,512   18,812 Other  5,722   7,945 Changes in operating assets and liabilities:      Accounts receivable  (75,256)  (73,966)Inventory  (239,312)  (280,899)Accounts payable  284,815   331,082 Income taxes payable  (33,836)  314,779 Other  455,557   (227,014)Net cash provided by operating activities  2,039,412   1,511,966        Investing activities:      Purchases of property and equipment  (552,050)  (587,685)Proceeds from sale of property and equipment  5,142   2,695 Other, including acquisitions, net of cash acquired  (2,767)  (10,008)Net cash used in investing activities  (549,675)  (594,998)       Financing activities:      Net proceeds of commercial paper  651,888   298,918 Proceeds from the issuance of long-term debt  847,365   — Principal payments on long-term debt  (500,000)  — Payment of debt issuance costs  (6,655)  (3,815)Payment of excise tax on share repurchases  (18,718)  (17,012)Repurchases of common stock  (2,433,023)  (1,176,640)Net proceeds from issuance of common stock  37,763   48,167 Other  (270)  (433)Net cash used in financing activities  (1,421,650)  (850,815)       Effect of exchange rate changes on cash  301   2,215 Net increase in cash and cash equivalents  68,388   68,368 Cash and cash equivalents at beginning of the period  193,793   130,245 Cash and cash equivalents at end of the period $262,181  $198,613        Supplemental disclosures of cash flow information:      Income taxes paid $100,317  $393,872 Interest paid, net of capitalized interest  119,269   110,374           O’REILLY AUTOMOTIVE, INC. AND SUBSIDIARIES
SELECTED FINANCIAL INFORMATION
(Unaudited)           For the Twelve Months Ended  June 30,Adjusted Debt to EBITDAR: 2026 2025(In thousands, except adjusted debt to EBITDAR ratio)      GAAP debt $7,014,543 $5,823,744Add:Letters of credit  197,809  162,289 Unamortized discount and debt issuance costs  30,457  26,256 Six-times rent expense  3,030,750  2,834,550Adjusted debt $10,273,559 $8,846,839       GAAP net income $2,650,374 $2,423,674Add:Interest expense  252,779  225,470 Provision for income taxes  748,155  655,250 Depreciation and amortization  537,714  486,166 Share-based compensation expense  33,815  33,514 Rent expense (i)  505,125  472,425EBITDAR $4,727,962 $4,296,499       Adjusted debt to EBITDAR  2.17  2.06 (i) The table below outlines the calculation of Rent expense and reconciles Rent expense to Total lease cost, per ASC 842, the most directly comparable GAAP financial measure, for the twelve months ended June 30, 2026 and 2025 (in thousands):               For the Twelve Months Ended    June 30,    2026 2025  Total lease cost, per ASC 842 $606,667 $570,733  Less:Variable non-contract operating lease components, related to property taxes and insurance  101,542  98,308  Rent expense $505,125 $472,425           June 30,  2026 2025Selected Balance Sheet Ratios:       Inventory turnover(1)  1.6  1.6Average inventory per store (in thousands) (2) $892 $833Accounts payable to inventory (3)  123.7%
  127.0%
                 For the Three Months Ended For the Six Months Ended   June 30, June 30,   2026 2025 2026 2025Reconciliation of Free Cash Flow (in thousands):            Net cash provided by operating activities $1,006,499 $756,846 $2,039,412 $1,511,966Less:Capital expenditures  307,603  300,734  552,050  587,685 Excess tax benefit from share-based compensation payments  6,194  7,348  9,546  20,273Free cash flow $692,702 $448,764 $1,477,816 $904,008                For the Three Months Ended For the Six Months Ended  June 30, June 30,  2026 2025 2026 2025Revenue Disaggregation (in thousands):           Sales to do-it-yourself customers$2,336,858 $2,228,566 $4,526,990 $4,280,425Sales to professional service provider customers  2,469,582  2,195,840  4,760,366  4,194,433Other sales and sales adjustments  85,573  100,652  165,196  187,124Total sales $4,892,013 $4,525,058 $9,452,552 $8,661,982                For the Three Months Ended For the Six Months Ended For the Twelve Months Ended  June 30, June 30, June 30,  2026 2025 2026 2025  2026 2025 Store Count:            Beginning domestic store count 6,495 6,298 6,447 6,265  6,360 6,152 New stores opened 46 62 94 95  181 208 Stores closed — — — —  — — Ending domestic store count 6,541 6,360 6,541 6,360  6,541 6,360              Beginning Mexico store count 121 93 112 87  98 69 New stores opened 5 5 14 11  28 29 Stores closed — — — —  — — Ending Mexico store count 126 98 126 98  126 98              Beginning Canada store count 28 25 26 26  25 23 New stores opened — — 2 —  3 3 Stores closed — — — (1) — (1)Ending Canada store count 28 25 28 25  28 25              Total ending store count 6,695 6,483 6,695 6,483  6,695 6,483                For the Three Months Ended For the Twelve Months Ended  June 30, June 30,  2026 2025 2026 2025Store and Team Member Information:            Total employment  95,822  92,810      Square footage (in thousands)(4)  52,697  50,238      Sales per weighted-average square foot(4)(5) $91.10 $88.76 $351.82 $342.83Sales per weighted-average store (in thousands)(4)(6) $733 $698 $2,811 $2,672             (1) Calculated as cost of goods sold for the last 12 months divided by average inventory.(2) Calculated as inventory divided by store count at the end of the reported period.(3) Calculated as accounts payable divided by inventory.(4) Represents O’Reilly’s U.S. and Puerto Rico operations only.(5) Calculated as sales less jobber sales, divided by weighted-average square footage. Weighted-average square footage is determined by weighting store square footage based on the approximate dates of store openings, acquisitions, expansions, or closures.(6) Calculated as sales less jobber sales, divided by weighted-average stores. Weighted-average stores is determined by weighting stores based on their approximate dates of openings, acquisitions, or closures.

Bank of Nova Scotia lifted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 13.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 208,822 shares of the specialty retailer’s stock after purchasing an additional 24,850 shares during the period. Bank of Nova Scotia’s holdings in O’Reilly Automotive were worth $19,276,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in shares of O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares during the period. State Street Corp lifted its stake in shares of O’Reilly Automotive by 0.4% during the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after buying an additional 140,387 shares in the last quarter. Geode Capital Management LLC boosted its holdings in O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Wellington Management Group LLP boosted its holdings in O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the period. Finally, Norges Bank purchased a new stake in O’Reilly Automotive in the 4th quarter worth $1,134,311,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several equities analysts have recently commented on ORLY shares. Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research report on Wednesday, July 15th. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. Citigroup restated a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $110.22.

View Our Latest Stock Analysis on ORLY

O’Reilly Automotive Trading Up 1.5% NASDAQ:ORLY opened at $87.40 on Friday. The business’s 50-day moving average is $88.39 and its 200 day moving average is $91.73. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The company has a market capitalization of $72.43 billion, a P/E ratio of 28.56, a P/E/G ratio of 1.93 and a beta of 0.51.

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

Insiders Place Their Bets In other news, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 105,730 shares of company stock worth $9,815,388. Insiders own 0.77% of the company’s stock.

About O’Reilly Automotive (Free Report)

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.

Further Reading Five stocks we like better than O’Reilly Automotive Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 Want to see what other hedge funds are holding ORLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Arvest Bank Trust Division lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 42.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,357 shares of the specialty retailer’s stock after selling 7,786 shares during the period. Arvest Bank Trust Division’s holdings in O’Reilly Automotive were worth $956,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in O’Reilly Automotive by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares in the last quarter. State Street Corp increased its position in shares of O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after acquiring an additional 140,387 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Wellington Management Group LLP lifted its stake 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 acquiring an additional 2,964,945 shares during the last quarter. Finally, Norges Bank acquired a new stake in O’Reilly Automotive in the 4th quarter valued at about $1,134,311,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities analysts have commented on the stock. Citigroup reaffirmed a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Raymond James Financial reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a report on Wednesday, July 15th. Mizuho raised their price objective 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. Finally, Robert W. Baird set a $110.00 target price 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, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $110.70.

Get Our Latest Research Report on ORLY

O’Reilly Automotive Price Performance Shares of O’Reilly Automotive stock opened at $87.97 on Wednesday. The firm has a market cap of $72.90 billion, a price-to-earnings ratio of 28.75, a PEG ratio of 1.86 and a beta of 0.51. O’Reilly Automotive, Inc. has a one year low of $82.59 and a one year high of $108.71. The stock’s 50-day moving average is $88.55 and its 200 day moving average is $91.83.

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

Insider Activity In related news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president owned 4,888 shares in the company, valued at approximately $462,404.80. The trade was a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

About O’Reilly Automotive (Free Report)

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.

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SummaryO'Reilly Automotive remains a Buy, driven by robust financials, resilient operations, and significant long-term expansion potential.ORLY delivered a strong Q1, with 10.1% revenue growth, 8.1% comp sales, and 16% EPS growth, outperforming expectations.The potential acquisition of GPC's NAPA business could add scale but introduces financing and integration risks, reflected in a 4.4% share price drop.Valuation remains rich but justified by defensiveness, solid financial health, and international expansion, with intrinsic value estimated near the current market price. Edward Chaidez/iStock Editorial via Getty Images

Back when I first covered O'Reilly Automotive (ORLY), I initiated coverage with a Buy rating, highlighting the company's strong compounding, robust financials, and compelling international expansion potential.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ORLY over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

6.7.2026 22:30

Americké akciové indexy vykázaly v úvodní seanci po prodlouženém víkendu kladnou bilanci v čele s technologickým Nasdaqem (+1,12 %). Širší index S&P500 přidal 0,72 % a Dow Jones 0,29 %. Mírný zisk registrovaly také dluhopisy vyjma nejdelších maturit. Výnos 10letého vládního bondu se posunul na 4,47 % z pátečních 4,48 %. V červeném uzavřely drahé kovy. Zlato odepsalo 0,3 % na 4162 USD/oz, stříbro končilo slabší o 0,64 % na 62 USD/oz. V energetickém sektoru se dařilo zemnímu plynu, který zpevnil téměř o 1,7 % na 3,25 USD/mmbtu. Ropa končila beze změny na 68,7 USD/barel.

Závěrečné hodnoty:

Index Dow Jones 0,29 % na 53055,91 b.
Index Nasdaq Composite 1,12 % na 26121,16 b.
Index S&P 500 +0,72 % na 7537,43 b.

Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Sektor komunikací +1,6 % Zdravotní péče -1,2 % Informační technologie +1,3 % Utility -1,1 % Nezbytná spotřeba +1 % Reality -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Arista Networks (ANET) +8,3 % O'Reilly Automotive (ORLY) -6,7 % Western Digital (WDC) +7,1 % AutoZone (AZO) -6,4 % Tesla (TSLA) +6,7 % Alexandria Real Estate Equities (ARE) -5,2 % Advanced Micro Devices (AMD) +6,6 % Constellation Brands (STZ) -4,9 % NetApp (NTAP) +6,1 % Tractor Supply (TSCO) -4,8 % Zdroj: Reuters

David Lamač
Fio banka, a.s.
Prohlášení

6.7.2026 15:50

Index Dow Jones -0,1 % na 52848,66 b. S&P 500 +0,44 % na 7516,13 b. Nasdaq Composite +0,91 % na 26067,65 b.

Obchodní den po prodlouženém víkendu začíná smíšeně. Index Dow Jones kosmeticky ztrácí, povedlo se mu ale po otevření poprvé překonat 53000 b. Tahounem indexu s růstem nad 2 % je Caterpillar (2,55 %) a Goldmman Sachs Group (2,41 %).

Z indexu S&P 500 posilují zejména informační technologie, kterých růst se propisuje i do indexu Nasdaq. Nejslabším sektorem je zdravotnictví. Pfizer ztrácí 2,06 %, Eli Lilly odepisuje 1,16 % a Johnson & Johnson klesá o 1,81 %.

Z technologií dnes opět rostou čipové společnosti. Broadcom a AMD posilují o víc, než 6 %, Nvidia se obchoduje na kladné nule.

Microsoft (-1,65 %) se chystá na další vlnu propouštění, která tentokrát zasáhne divize prodeje a Xbox. Celkem se má společnost zeštíhlit o přibližně 2 % pracovní síly, tedy 4 800 míst. Společnost se snaží o zefektivnění nákladů a tlačí na zvyšování efektivity všech divizí. Microsoft zvažuje i změnu struktury herní divize s možným prodejem několika studií.

OPEC o víkendu oznámil záměr zvýšit těžbu černého zlata. V srpnu by se měl objem navýšit o 188 tis barelů denně. Futures kontrakty na WTI reagují mírným poklesem. Aktuálně se barel obchoduje pod USD 69.

Index S&P 500 +0,44 % na 7516,13 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +1,6 % Zdravotní péče -1,8 % Průmysl +1,2 % Nezbytná spotřeba -0,8 % Finanční sektor +0,2 % Reality -0,6 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Western Digital Corp (WDC) +9,0 % O'Reilly Automotive (ORLY) -5,2 % Advanced Micro Devices (AMD) +7,5 % AutoZone (AZO) -4,7 % Vertiv Holdings (VRT) +7,4 % Constellation Brands (STZ) -3,8 % Teradyne (TER) +7,1 % SBA Communications Corp (SBAC) -3,7 % GE Vernova (GEV) +6,5 % Genuine Parts (GPC) -3,6 %
Marek Kameništiak
Fio banka, a.s.
Prohlášení