Analysts Set O’Reilly Automotive, Inc. (NASDAQ:ORLY) Target Price at $108.44

Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) have been assigned an average rating of “Moderate Buy” from the nineteen analysts that are covering the stock, MarketBeat reports. Three investment analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year price target among brokers that have covered the stock in the last year is $107.9444.

Several analysts recently weighed in on ORLY shares. Morgan Stanley cut their price objective on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research report on Friday. UBS Group restated a “buy” rating on shares of O’Reilly Automotive in a research note on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Evercore reiterated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st.

Insider Activity

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction 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 completion of the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 105,730 shares of company stock worth $9,815,388 over the last ninety days. 0.77% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Several large investors have recently bought and sold shares of ORLY. Sivia Capital Partners LLC increased its stake in shares of 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 valued at $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC lifted its position in O’Reilly Automotive by 1,473.8% in the second 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. lifted its position in O’Reilly Automotive by 383.1% in the second 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 boosted its stake in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company boosted its stake in 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 purchasing an additional 464,536 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $89.76 on Friday. The firm has a market capitalization of $74.39 billion, a PE ratio of 28.59, a P/E/G ratio of 1.96 and a beta of 0.51. O’Reilly Automotive has a 1-year low of $82.59 and a 1-year high of $108.71. The business’s fifty day moving average price is $88.14 and its two-hundred day moving average price is $91.62.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter 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. Equities research analysts expect that O’Reilly Automotive will post 3.27 earnings per share for the current fiscal year.

O’Reilly Automotive Company Profile

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

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