Insider Selling: O’Reilly Automotive (NASDAQ:ORLY) SVP Sells $279,000.00 in Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) SVP Christopher Andrew Mancini sold 3,000 shares of O’Reilly Automotive 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 sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $91.05 on Monday. The company has a market capitalization of $73.66 billion, a PE ratio of 29.00, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71. The firm’s fifty day moving average is $88.91 and its 200 day moving average is $91.35.

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

Institutional Trading of O’Reilly Automotive

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ORLY. BlackRock Inc. bought a new position in O’Reilly Automotive during the 2nd quarter valued at $5,950,042,000. Norges Bank bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth $1,134,311,000. Bank of New York Mellon Corp purchased a new stake in shares of O’Reilly Automotive in the second quarter valued at about $1,023,936,000. Akre Capital Management LLC raised its holdings in shares of O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the last quarter. Finally, Jupiter Topco LLC bought a new position in shares of O’Reilly Automotive during the second quarter valued at about $579,757,000. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 24th. The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a report on Monday, August 3rd. Citigroup reaffirmed a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Finally, Evercore reissued an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $107.24.

O’Reilly Automotive News Summary

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

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.