O’Reilly Automotive (NASDAQ:ORLY) Issues FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.100-3.200 for the period, compared to the consensus estimate of 3.310. The company issued revenue guidance of $18.7 billion-$19.0 billion, compared to the consensus revenue estimate of $19.0 billion.

O’Reilly Automotive Trading Up 1.0%

Shares of ORLY traded up $0.93 during midday trading on Friday, hitting $93.79. 6,963,463 shares of the company’s stock traded hands, compared to its average volume of 6,438,622. The stock has a market capitalization of $79.17 billion, a price-to-earnings ratio of 31.66, a price-to-earnings-growth ratio of 2.05 and a beta of 0.62. O’Reilly Automotive has a 1 year low of $85.55 and a 1 year high of $108.71. The firm’s fifty day moving average is $95.11 and its 200-day moving average is $99.13.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 218.56% and a net margin of 14.27%.The business had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period in the prior year, the business posted $9.50 EPS. O’Reilly Automotive’s revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts anticipate that O’Reilly Automotive will post 43.94 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORLY. Robert W. Baird lowered shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target on the stock. in a research note on Friday. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday. The Goldman Sachs Group set a $121.00 target price on O’Reilly Automotive and gave the stock a “buy” rating in a research note on Friday, October 24th. Barclays set a $91.00 price target on O’Reilly Automotive and gave the company an “equal weight” rating in a research note on Monday, October 27th. Finally, Truist Financial set a $107.00 target price on O’Reilly Automotive and gave the stock a “buy” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $110.84.

Insider Transactions at O’Reilly Automotive

In related news, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the completion of the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This represents a 98.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the completion of the sale, the senior vice president directly owned 4,792 shares in the company, valued at approximately $485,190. The trade was a 42.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.01% of the company’s stock.

O’Reilly Automotive News Roundup

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

• Positive Sentiment: Q4 and full‑year results showed continued top‑line strength — Q4 comparable store sales +5.6%, full‑year comparable sales +4.7%, record quarterly and annual revenue and operating income, and a 13% increase in Q4 diluted EPS year‑over‑year. O’Reilly Automotive Inc (ORLY) Q4 2025 Earnings Call Highlights: Strong Sales Growth and …
• Positive Sentiment: Growth initiatives remain intact: O’Reilly opened 207 net new stores in 2025, plans 225–235 net new stores in 2026, and continues an active buyback program (repurchased ~$2.1B in 2025 with ~$2.26B of authorization remaining). These support long‑term revenue and market‑share expansion. O’Reilly Automotive, Inc. Reports Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Management issued FY2026 guidance calling for comparable store sales of 3%–5% and revenue of $18.7B–$19.0B; this implies continued growth but a step down in comp‑sales momentum vs. recent quarters. Investors should weigh this longer‑term growth plan against near‑term margin and cost dynamics. O’Reilly outlines 3%–5% 2026 comparable store sales growth target while accelerating North American expansion
• Negative Sentiment: Q4 EPS missed by $0.01 (reported $0.71 vs. $0.72 consensus) and FY26 EPS guidance of $3.10–$3.20 came in below the Street (~$3.31 consensus), which pressured sentiment and prompted analysts to cut forecasts. O’Reilly Q4 Earnings Miss Expectations, Revenues Rise Y/Y
• Negative Sentiment: Several analysts downgraded or trimmed forecasts after the report (Baird cut ORLY to Neutral and others revised estimates), increasing near‑term selling pressure. O’Reilly Automotive Analysts Slash Their Forecasts After Q4 Earnings ORLY: O’Reilly Automotive just downgraded at Baird
• Negative Sentiment: Margin/cost concerns: SG&A rose more than expected due to inflationary pressures (health care and casualty claims) and GAAP debt increased year‑over‑year — items investors flag as risks to near‑term profitability. O’Reilly Automotive Reports 5.6% Q4 Comparable Store Sales Growth and Record Annual Earnings for 2025

Institutional Trading of O’Reilly Automotive

Several institutional investors have recently modified their holdings of ORLY. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares in the last quarter. Darwin Wealth Management LLC purchased a new stake in O’Reilly Automotive during the 2nd quarter worth approximately $38,000. Kelleher Financial Advisors acquired a new position in shares of O’Reilly Automotive during the third quarter valued at approximately $42,000. Osterweis Capital Management Inc. lifted its position in shares of 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 valued at $137,000 after acquiring an additional 1,495 shares in the last quarter. Finally, Diversify Wealth Management LLC boosted its stake in shares of 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 worth $206,000 after acquiring an additional 2,135 shares during the last quarter. Institutional investors and hedge funds 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.