O’Reilly Automotive (NASDAQ:ORLY) Price Target Lowered to $110.00 at TD Cowen

O’Reilly Automotive (NASDAQ:ORLY) had its price objective cut by TD Cowen from $117.00 to $110.00 in a research note published on Friday,Benzinga reports. They currently have a buy rating on the specialty retailer’s stock.

A number of other equities analysts also recently commented on ORLY. The Goldman Sachs Group reaffirmed a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a report on Monday, July 13th. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research note on Friday. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 23rd. Finally, Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $108.44.

O’Reilly Automotive Trading Up 2.3%

Shares of NASDAQ ORLY opened at $89.35 on Friday. The firm has a market capitalization of $74.05 billion, a price-to-earnings ratio of 28.46, a PEG ratio of 1.92 and a beta of 0.51. O’Reilly Automotive has a one year low of $82.59 and a one year high of $108.71. The business has a fifty day simple moving average of $88.18 and a 200 day simple moving average of $91.68.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.86. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, research analysts anticipate that O’Reilly Automotive will post 3.25 earnings per share for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Institutional Investors Weigh In On O’Reilly Automotive

A number of large investors have recently bought and sold shares of ORLY. Caldwell Trust Co raised its stake in shares of O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the last quarter. Jefferies Financial Group Inc. bought a new stake in shares of O’Reilly Automotive during the fourth quarter valued at approximately $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of O’Reilly Automotive by 9.8% in the fourth quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares in the last quarter. Finally, Marble Wealth LLC acquired a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $2,559,000. 85.00% of the stock is currently owned by institutional investors.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales
• Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases
• Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target.
• Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions.

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.