O’Reilly Automotive (NASDAQ:ORLY) Issues FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.100-3.200 for the period, compared to the consensus estimate of 3.310. The company issued revenue guidance of $18.7 billion-$19.0 billion, compared to the consensus revenue estimate of $19.0 billion.

Analysts Set New Price Targets

ORLY has been the topic of several recent analyst reports. The Goldman Sachs Group set a $121.00 target price on shares of O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Wells Fargo & Company set a $115.00 price target on O’Reilly Automotive and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Morgan Stanley set a $110.00 price objective on shares of O’Reilly Automotive and gave the company an “overweight” rating in a report on Thursday, January 15th. Evercore ISI reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $111.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, January 30th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $111.60.

O’Reilly Automotive Trading Down 0.4%

Shares of NASDAQ ORLY traded down $0.36 during mid-day trading on Wednesday, reaching $96.74. The company had a trading volume of 10,101,312 shares, compared to its average volume of 5,663,483. The firm has a 50 day simple moving average of $95.29 and a two-hundred day simple moving average of $99.18. O’Reilly Automotive has a 52-week low of $85.55 and a 52-week high of $108.71. The stock has a market cap of $81.66 billion, a P/E ratio of 33.51, a PEG ratio of 2.06 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.23% and a negative return on equity of 206.86%. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities analysts expect that O’Reilly Automotive will post 43.94 EPS for the current year.

Insider Activity

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of the company’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 transaction, the senior vice president directly owned 4,792 shares of the company’s stock, valued at $485,190. This represents a 42.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This represents a 98.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.01% of the stock is owned by insiders.

Key Stories Impacting O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Strong top?line and comps: Q4 sales rose to $4.41B (+8% YoY) and company reported 5.6% comparable?store sales growth (4.7% for the full year), supporting ongoing market share gains and record annual revenue. O’Reilly Reports 5.6% Q4 Comparable Store Sales Growth
• Positive Sentiment: Record earnings and buybacks: full?year EPS rose 10% to $2.97, net income hit a record $2.54B, and management repurchased $500M in Q4 (and ~$1.4M after quarter), leaving ~$2.26B remaining on the buyback authorization — supportive of shareholder returns. O’Reilly Reports 5.6% Q4 Comparable Store Sales Growth
• Neutral Sentiment: Analyst support remains: several firms maintain positive ratings and targets (e.g., DA Davidson reaffirmed a Buy with a $110 target; Evercore ISI has Outperform), which provides upside thesis momentum if guidance execution reassures investors. DA Davidson Reaffirms Buy Evercore ISI Buy
• Negative Sentiment: Guidance disappointed: FY2026 EPS guidance of $3.10–$3.20 came in below the consensus (~$3.31) and revenue guidance of $18.7B–$19.0B sits at the low end of expectations — the guidance gap is the main driver pressuring the stock. Shares Fall as 2026 Guidance Disappoints
• Negative Sentiment: Small EPS miss and margin pressure: Q4 EPS was $0.71 vs. the $0.72 consensus (a modest miss) and management called out higher SG&A (team health care, casualty claim costs), which could compress margins if the costs persist. Q4 Earnings Lag Estimates
• Negative Sentiment: Rising leverage and insider selling: long?term debt increased year?over?year (~$6.02B) and filings cited recent insider sales, which some investors view as a governance/valuation headwind. Record Results and Capital Activity

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Akre Capital Management LLC grew its position in O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in O’Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the period. Raymond James Financial Inc. lifted its position in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after acquiring an additional 2,176,568 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of O’Reilly Automotive by 895.7% in the second quarter. AQR Capital Management LLC now owns 1,492,113 shares of the specialty retailer’s stock valued at $133,604,000 after purchasing an additional 1,342,254 shares in the last quarter. Finally, California State Teachers Retirement System boosted its position in O’Reilly Automotive by 1,386.5% during the 2nd quarter. California State Teachers Retirement System now owns 1,360,864 shares of the specialty retailer’s stock worth $122,655,000 after acquiring an additional 1,269,315 shares during the period. 85.00% of the stock is currently owned by institutional investors.

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.