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

O’Reilly Automotive (NASDAQ:ORLY) was upgraded by investment analysts at Sanford C. Bernstein to a “hold” rating in a report released on Tuesday, Zacks reports.

Several other equities research analysts also recently issued reports on ORLY. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research report on Wednesday, July 15th. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. TD Cowen reduced their target price on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, July 31st. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Morgan Stanley dropped their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $106.50.

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $85.41 on Tuesday. The business’s 50-day simple moving average is $88.46 and its 200-day simple moving average is $89.54. O’Reilly Automotive has a fifty-two week low of $82.59 and a fifty-two week high of $107.96. The stock has a market capitalization of $69.09 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 2.14 and a beta of 0.52.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.O’Reilly Automotive’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts expect that O’Reilly Automotive will post 3.27 earnings per share for the current year.

Insider Transactions at O’Reilly Automotive

In related news, Director Maria Sastre sold 2,000 shares of the 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 completion of the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Christopher Mancini sold 3,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. This trade represents a 94.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 6,000 shares of company stock valued at $550,530 over the last 90 days. 0.77% of the stock is owned by corporate insiders.

Institutional Trading of O’Reilly Automotive

A number of hedge funds and other institutional investors have recently modified their holdings of ORLY. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $28,000. Fiduciary Financial Advisors acquired a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at approximately $28,000. Whipplewood Advisors LLC boosted its holdings in shares of O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the last quarter. Bell Investment Advisors Inc bought a new position in shares of O’Reilly Automotive in the second quarter valued at $29,000. Finally, Kohmann Bosshard Financial Services LLC grew its stake in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 114 shares in the last quarter. Institutional investors and hedge funds 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.