O’Reilly Automotive (NASDAQ:ORLY) Announces Earnings Results, Beats Expectations By $0.03 EPS

O’Reilly Automotive (NASDAQ:ORLY) released its quarterly earnings results on Wednesday. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03, Zacks reports. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the company earned $9.35 earnings per share. The business’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive updated its FY 2026 guidance to 3.150-3.250 EPS.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $96.64 on Monday. O’Reilly Automotive has a 1-year low of $86.77 and a 1-year high of $108.71. The stock’s 50-day moving average is $92.51 and its two-hundred day moving average is $94.85. The company has a market cap of $80.86 billion, a price-to-earnings ratio of 31.58, a price-to-earnings-growth ratio of 2.14 and a beta of 0.58.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Quadcap Wealth Management LLC increased its holdings in O’Reilly Automotive by 4.7% in the third 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. CYBER HORNET ETFs LLC lifted its stake in O’Reilly Automotive by 6.0% in the third quarter. CYBER HORNET ETFs LLC now owns 2,392 shares of the specialty retailer’s stock valued at $258,000 after acquiring an additional 135 shares during the last quarter. GeoWealth Management LLC grew its position in 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 in the last quarter. Haverford Trust Co increased its stake in shares of O’Reilly Automotive by 4.1% during the 4th quarter. Haverford Trust Co now owns 4,154 shares of the specialty retailer’s stock worth $379,000 after purchasing an additional 164 shares during the last quarter. Finally, L2 Asset Management LLC increased its stake in shares of O’Reilly Automotive by 4.4% during the 3rd quarter. L2 Asset Management LLC now owns 3,994 shares of the specialty retailer’s stock worth $431,000 after purchasing an additional 170 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on ORLY. TD Cowen restated a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday. Evercore reiterated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Citigroup reiterated a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday. Finally, Truist Financial set a $108.00 target price on O’Reilly Automotive in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $112.16.

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.