O’Reilly Automotive (NASDAQ:ORLY) Hits New 1-Year Low – Should You Sell?

O’Reilly Automotive, Inc. (NASDAQ:ORLY) shares hit a new 52-week low on Wednesday . The stock traded as low as $82.59 and last traded at $83.8030, with a volume of 4053840 shares trading hands. The stock had previously closed at $85.75.

Analyst Ratings Changes

Several brokerages recently commented on ORLY. Roth Capital reiterated a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Citigroup reiterated a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial 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, Evercore reiterated an “outperform” rating and issued a $115.00 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 given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $110.70.

O’Reilly Automotive Price Performance

The stock has a market cap of $69.36 billion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 1.92 and a beta of 0.51. The business has a fifty day moving average of $89.31 and a 200-day moving average of $92.05.

O’Reilly Automotive (NASDAQ:ORLY) last issued its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the company posted $9.35 EPS. O’Reilly Automotive’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Transactions at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares in the company, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 over the last three months. 0.77% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Several institutional investors have recently bought and sold shares of ORLY. Sivia Capital Partners LLC lifted 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 buying an additional 3,262 shares during the period. NewEdge Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. raised its position in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after acquiring an additional 444,371 shares in the last quarter. BNP Paribas raised its position in shares of O’Reilly Automotive by 1,400.0% in the 2nd 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 lifted its stake 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 worth $44,950,000 after purchasing an additional 464,536 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.