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

O’Reilly Automotive (NASDAQ:ORLY) issued its quarterly earnings results on Wednesday. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01), Zacks reports. The business had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a net margin of 14.23% and a negative return on equity of 206.86%. The company’s revenue was up 7.8% on a year-over-year basis. During the same period last year, the business earned $9.50 earnings per share. O’Reilly Automotive updated its FY 2026 guidance to 3.100-3.200 EPS.

O’Reilly Automotive Trading Down 2.9%

Shares of NASDAQ:ORLY opened at $93.92 on Thursday. The company has a market capitalization of $79.28 billion, a PE ratio of 32.39, a P/E/G ratio of 2.06 and a beta of 0.62. O’Reilly Automotive has a 12-month low of $85.55 and a 12-month high of $108.71. The business’s fifty day simple moving average is $95.29 and its 200-day simple moving average is $99.18.

Wall Street Analyst Weigh In

ORLY has been the topic of a number of recent analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Wednesday, January 28th. Barclays set a $91.00 price target on shares of O’Reilly Automotive and gave the stock an “equal weight” rating in a research report on Monday, October 27th. Raymond James Financial raised O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price objective on the stock in a research note on Wednesday, November 5th. Truist Financial set a $109.00 target price on shares of O’Reilly Automotive in a research note on Friday, October 24th. Finally, Wells Fargo & Company set a $115.00 price target on O’Reilly Automotive and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, O’Reilly Automotive has an average rating of “Buy” and a consensus price target of $111.60.

Insider Activity at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,500 shares of the business’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 directly owned 4,792 shares in the company, valued at $485,190. The trade was a 42.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the sale, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This trade represents a 98.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 1.01% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

A number of large investors have recently made changes to their positions in ORLY. Sivia Capital Partners LLC lifted its holdings in O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 3,262 shares during the period. American Trust purchased a new position in O’Reilly Automotive during the third quarter valued at $229,000. Quadcap Wealth Management LLC boosted its holdings in O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock worth $261,000 after buying an additional 108 shares during the last quarter. GeoWealth Management LLC boosted its stake in shares of O’Reilly Automotive by 5.8% in the third quarter. GeoWealth Management LLC now owns 2,879 shares of the specialty retailer’s stock worth $310,000 after acquiring an additional 158 shares during the last quarter. Finally, Seven Mile Advisory acquired a new stake in O’Reilly Automotive during the 3rd quarter worth $249,000. 85.00% of the stock is 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: Record top-line and operating performance — Q4 revenue of $4.41B, Q4 diluted EPS up 13% to $0.71 and full‑year EPS of $2.97; Q4 comparable-store sales +5.6% and full‑year comps +4.7%, continuing long-term growth trends. O’Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Large buybacks and cash flow — company repurchased shares aggressively in 2025 (22.7M shares, ~$2.10B) and reports ~$2.26B remaining repurchase capacity, supporting EPS and shareholder return potential. O’Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Analyst support — recent “Buy/Outperform” notes (DA Davidson reaffirmed buy with $110 PT; Evercore ISI also issued a buy), giving upside from current levels and signaling continued analyst confidence. O’Reilly Automotive (NASDAQ:ORLY) Earns “Buy” Rating from DA Davidson O’Reilly Auto (ORLY) Gets a Buy from Evercore ISI
• Neutral Sentiment: Quarterly headline vs. estimates — revenue was roughly in line with consensus, while EPS missed by $0.01 (reported $0.71 vs. $0.72 consensus), a marginal miss but not a material operational failure. O’Reilly Automotive (ORLY) Q4 Earnings Lag Estimates
• Negative Sentiment: Guidance came in light of Street expectations — FY‑2026 EPS guide $3.10–$3.20 (consensus ~3.31) and revenue guide $18.7B–$19.0B (street ~19.0B), which management says reflects rising SG&A pressures; this guidance shortfall is the main driver of the stock decline. O’Reilly Automotive shares fall 3% as 2026 guidance disappoints
• Negative Sentiment: Cost and leverage pressures — management flagged higher SG&A from team health‑care and casualty costs, interest expense and increased debt levels year‑over‑year, which could compress margins if costs persist. O’Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2025 Results

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.