O’Reilly Automotive, Inc. (NASDAQ:ORLY) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) have been assigned an average rating of “Moderate Buy” from the twenty-one analysts that are covering the stock, MarketBeat Ratings reports. Two investment analysts have rated the stock with a hold rating, eighteen have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year price target among brokers that have covered the stock in the last year is $112.25.

A number of equities research analysts have recently weighed in on ORLY shares. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Evercore restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. UBS Group lifted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Citigroup reaffirmed a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st.

Insider Transactions at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 104,530 shares of company stock worth $9,709,404. 0.77% of the stock is owned by company insiders.

Institutional Investors Weigh In On O’Reilly Automotive

A number of institutional investors and hedge funds have recently modified their holdings of the company. Vestmark Advisory Solutions Inc. increased its holdings in shares of O’Reilly Automotive by 34.0% in the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after purchasing an additional 13,100 shares during the period. Vanguard Group Inc. increased its holdings in shares of O’Reilly Automotive by 0.6% in the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock valued at $8,546,264,000 after purchasing an additional 436,563 shares during the period. Overbrook Management Corp increased its holdings in shares of O’Reilly Automotive by 13.5% in the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after purchasing an additional 19,171 shares during the period. Caldwell Trust Co increased its holdings in shares of O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after purchasing an additional 12,167 shares during the period. Finally, Atlantic Union Bankshares Corp increased its holdings in shares of O’Reilly Automotive by 336.4% in the third quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock valued at $4,630,000 after purchasing an additional 33,103 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $91.74 on Monday. O’Reilly Automotive has a fifty-two week low of $86.77 and a fifty-two week high of $108.71. The firm has a market capitalization of $76.03 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 2.02 and a beta of 0.58. The stock’s 50-day simple moving average is $91.97 and its 200-day simple moving average is $94.26.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the previous year, the firm earned $9.35 earnings per share. The company’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 analysts forecast that O’Reilly Automotive will post 3.24 earnings per share for the current 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.