O’Reilly Automotive (NASDAQ:ORLY) Upgraded to “Hold” at Sanford C. Bernstein

Sanford C. Bernstein upgraded shares of O’Reilly Automotive (NASDAQ:ORLY) to a hold rating in a research note published on Tuesday morning,Zacks reports.

Several other equities research analysts have also recently 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. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Wolfe Research set a $98.00 target price on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. Roth Capital reiterated a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $106.50.

O’Reilly Automotive Trading Down 0.8%

NASDAQ:ORLY opened at $85.41 on Tuesday. The stock has a 50-day moving average price of $88.46 and a 200 day moving average price of $89.54. The stock has a market capitalization of $69.09 billion, a P/E ratio of 27.20, a P/E/G ratio of 2.14 and a beta of 0.52. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $107.96.

O’Reilly Automotive (NASDAQ:ORLY) 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. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same period in the previous year, the firm earned $0.78 EPS. The firm’s revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts predict that O’Reilly Automotive will post 3.27 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Maria Sastre sold 2,000 shares of the company’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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 transaction of $87,830.00. Following the transaction, the director owned 18,675 shares of the company’s stock, valued at $1,640,225.25. This trade represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,000 shares of company stock worth $550,530. Insiders own 0.77% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. BlackRock Inc. purchased a new position in O’Reilly Automotive during the second quarter worth $5,950,042,000. Bank of New York Mellon Corp bought a new position in O’Reilly Automotive during the second quarter valued at $1,023,936,000. Bank of America Corp DE purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at $721,747,000. Jupiter Topco LLC purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at $579,757,000. Finally, Legal & General Group Plc purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at $439,123,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Company Profile

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.