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

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.200-3.300 for the period, compared to the consensus earnings per share estimate of 3.250. The company issued revenue guidance of $18.9 billion-$19.2 billion, compared to the consensus revenue estimate of $19.1 billion.

Analyst Ratings Changes

Several analysts have issued reports on ORLY shares. Mizuho upped their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Roth Capital reiterated a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Raymond James Financial reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $110.22.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY traded down $0.54 during midday trading on Wednesday, reaching $90.63. 7,962,341 shares of the stock traded hands, compared to its average volume of 6,777,511. The stock has a market capitalization of $75.11 billion, a P/E ratio of 29.62, a PEG ratio of 2.00 and a beta of 0.51. The company has a fifty day moving average of $88.35 and a 200 day moving average of $91.75. O’Reilly Automotive has a 12 month low of $82.59 and a 12 month high of $108.71.

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, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, analysts predict that O’Reilly Automotive will post 3.24 EPS for the current fiscal year.

Insider Buying and Selling

In related news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 105,730 shares of company stock valued at $9,815,388 over the last ninety days. Corporate insiders own 0.77% of the company’s stock.

Institutional Trading of O’Reilly Automotive

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ORLY. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive in the fourth quarter valued at $27,000. Kemnay Advisory Services Inc. bought a new position in O’Reilly Automotive in the 4th quarter worth $30,000. BNP Paribas raised its holdings in O’Reilly Automotive by 1,400.0% in the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares in the last quarter. Darwin Wealth Management LLC purchased a new stake in shares of O’Reilly Automotive in the 2nd quarter worth about $38,000. Finally, Wealth Watch Advisors INC boosted its stake in shares of O’Reilly Automotive by 93.4% during the 4th quarter. Wealth Watch Advisors INC now owns 439 shares of the specialty retailer’s stock valued at $40,000 after purchasing an additional 212 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

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.