O’Reilly Automotive (NASDAQ:ORLY) Posts Quarterly Earnings Results, Misses Expectations By $0.01 EPS

O’Reilly Automotive (NASDAQ:ORLY) posted its earnings results on Wednesday. The specialty retailer reported $0.71 earnings per share 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 Price Performance

Shares of ORLY stock traded down $0.36 during midday trading on Wednesday, hitting $96.74. The company had a trading volume of 10,101,312 shares, compared to its average volume of 6,228,098. The stock 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 company’s 50 day simple moving average is $95.38 and its 200 day simple moving average is $99.19. O’Reilly Automotive has a 52-week low of $85.55 and a 52-week high of $108.71.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on ORLY shares. Morgan Stanley set a $110.00 target price on shares of O’Reilly Automotive and gave the company an “overweight” rating in a report on Thursday, January 15th. The Goldman Sachs Group set a $121.00 price objective on shares of O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, October 24th. Mizuho set a $112.00 price objective on O’Reilly Automotive in a report on Monday, October 20th. UBS Group reissued a “buy” rating and issued a $120.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Wednesday, October 15th. Finally, Truist Financial set a $109.00 price target on O’Reilly Automotive in a research note on Friday, October 24th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $111.60.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of O’Reilly Automotive stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the transaction, the senior vice president directly owned 28 shares in the company, valued at $2,836.68. This trade represents a 98.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the transaction, the senior vice president owned 4,792 shares of the company’s stock, valued at approximately $485,190. The trade was a 42.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is owned by company insiders.

Institutional Investors Weigh In On O’Reilly Automotive

A number of institutional investors have recently added to or reduced their stakes in the business. BNP Paribas raised its stake in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares in the last quarter. Darwin Wealth Management LLC acquired a new position in O’Reilly Automotive during the second quarter worth $38,000. Kelleher Financial Advisors acquired a new position in O’Reilly Automotive during the third quarter worth $42,000. Osterweis Capital Management Inc. raised its position in O’Reilly Automotive by 7,475.0% in the second quarter. Osterweis Capital Management Inc. now owns 1,515 shares of the specialty retailer’s stock worth $137,000 after acquiring an additional 1,495 shares in the last quarter. Finally, Diversify Wealth Management LLC lifted its holdings in O’Reilly Automotive by 1,432.9% in the second quarter. Diversify Wealth Management LLC now owns 2,284 shares of the specialty retailer’s stock valued at $206,000 after acquiring an additional 2,135 shares during the period. 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.