O’Reilly Automotive (NASDAQ:ORLY) Research Coverage Started at Bank of America

Bank of America began coverage on shares of O’Reilly Automotive (NASDAQ:ORLY) in a report published on Monday, MarketBeat Ratings reports. The firm issued a buy rating and a $106.00 price target on the specialty retailer’s stock.

A number of other equities analysts have also recently commented on ORLY. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. Royal Bank Of Canada reissued an “outperform” rating and issued a $111.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. BNP Paribas Exane decreased their price objective on shares of O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating for the company in a research note on Friday, July 31st. Weiss Ratings downgraded shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Seventeen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $108.11.

O’Reilly Automotive Stock Up 0.7%

ORLY stock opened at $90.44 on Monday. O’Reilly Automotive has a twelve month low of $82.59 and a twelve month high of $102.46. The stock has a market capitalization of $73.16 billion, a price-to-earnings ratio of 28.80, a price-to-earnings-growth ratio of 2.23 and a beta of 0.54. The firm’s fifty day simple moving average is $87.28 and its two-hundred day simple moving average is $90.60.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. During the same quarter in the prior year, the firm posted $0.85 earnings per share. The business’s revenue for the quarter was up 8.8% on a year-over-year basis. As a group, equities research analysts expect that O’Reilly Automotive will post 3.28 EPS for the current year.

Insider Activity

In related news, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of the company’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the sale, the director owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 6,000 shares of company stock worth $550,530. 0.77% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in ORLY. Kelleher Financial Advisors bought a new stake in shares of O’Reilly Automotive in the 2nd quarter valued at about $28,000. Fiduciary Financial Advisors purchased a new position in shares of O’Reilly Automotive in the 2nd quarter worth approximately $28,000. Whipplewood Advisors LLC raised its stake in shares of O’Reilly Automotive by 1,552.6% during the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 295 shares in the last quarter. Bell Investment Advisors Inc bought a new position in shares of O’Reilly Automotive during the 2nd quarter worth approximately $29,000. Finally, Kohmann Bosshard Financial Services LLC raised its stake in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 114 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: O’Reilly reported record third-quarter revenue and earnings. Adjusted earnings were $0.97 per share, exceeding estimates of $0.92–$0.93 and rising from $0.85 a year earlier. Revenue reached $5.12 billion, above the $5.02 billion consensus estimate. O’Reilly Automotive Third Quarter 2026 Results
• Positive Sentiment: Pre-earnings optimism helped support the stock, with analysts pointing to resilient demand, potential above-industry growth and the possibility of another increase to full-year comparable-store-sales guidance. O’Reilly had already raised its comparable-store-sales outlook following second-quarter results. O’Reilly Automotive Rallies Ahead of Third-Quarter Results
• Positive Sentiment: The shares recently moved above their 200-day moving average, a technical signal that may attract momentum-oriented investors. Analyst price targets also remain well above the recent trading level, with a reported median target of $112. O’Reilly Automotive Crosses Above 200-Day Moving Average
• Neutral Sentiment: Institutional positioning was mixed: 669 investors increased holdings while 849 reduced them in the latest quarter. Bank of America also initiated coverage, but the available report does not specify its rating.
• Negative Sentiment: Insiders reported six open-market sales and no purchases during the past six months. In addition, Evercore ISI lowered its price target to $110 from $115, modestly tempering the bullish outlook. Evercore ISI Adjusts O’Reilly Automotive Price Target

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.