O’Reilly Automotive (NASDAQ:ORLY) Issues Earnings Results, Misses Estimates By $0.01 EPS

O’Reilly Automotive (NASDAQ:ORLY) posted its earnings results on Wednesday. The specialty retailer reported $0.71 EPS for the quarter, missing the consensus estimate of $0.72 by ($0.01), Zacks reports. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%. O’Reilly Automotive updated its FY 2026 guidance to 3.100-3.200 EPS.

O’Reilly Automotive Trading Down 0.4%

NASDAQ ORLY traded down $0.36 during trading hours on Wednesday, hitting $96.74. 10,101,312 shares of the company’s stock were exchanged, compared to its average volume of 6,228,098. The firm has a market cap of $81.66 billion, a price-to-earnings ratio of 33.51, a PEG ratio of 2.08 and a beta of 0.62. The stock has a 50-day simple moving average of $95.38 and a 200 day simple moving average of $99.19. O’Reilly Automotive has a 1-year low of $85.55 and a 1-year high of $108.71.

Insider Buying and Selling

In other news, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares in the company, valued at approximately $2,836.68. This represents a 98.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president owned 4,792 shares of the company’s stock, valued at approximately $485,190. This represents a 42.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. raised its position in shares of O’Reilly Automotive by 4.5% during the third quarter. Coldstream Capital Management Inc. now owns 21,744 shares of the specialty retailer’s stock worth $2,344,000 after purchasing an additional 944 shares during the period. Harvest Investment Services LLC acquired a new stake in O’Reilly Automotive in the 3rd quarter valued at $2,058,000. Morningstar Investment Management LLC increased its stake in O’Reilly Automotive by 316.0% during the 3rd quarter. Morningstar Investment Management LLC now owns 52,101 shares of the specialty retailer’s stock valued at $5,617,000 after purchasing an additional 39,576 shares in the last quarter. Kestra Private Wealth Services LLC raised its holdings in O’Reilly Automotive by 7.5% during the third quarter. Kestra Private Wealth Services LLC now owns 68,310 shares of the specialty retailer’s stock worth $7,365,000 after buying an additional 4,791 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in shares of O’Reilly Automotive by 7.3% in the third quarter. NewEdge Advisors LLC now owns 74,572 shares of the specialty retailer’s stock valued at $8,040,000 after buying an additional 5,090 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of recent research reports. UBS Group reiterated a “buy” rating and set a $120.00 price target (up previously from $115.00) on shares of O’Reilly Automotive in a report on Wednesday, October 15th. The Goldman Sachs Group set a $121.00 target price on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, October 24th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Raymond James Financial raised O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a research note on Wednesday, November 5th. Finally, Morgan Stanley set a $110.00 price objective on O’Reilly Automotive and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $111.60.

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.