Maria Sastre Sells 2,000 Shares of O’Reilly Automotive (NASDAQ:ORLY) Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Maria Sastre sold 2,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link.

O’Reilly Automotive Stock Down 1.7%

Shares of NASDAQ:ORLY opened at $91.05 on Friday. The firm has a market capitalization of $73.66 billion, a PE ratio of 29.00, a P/E/G ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The company has a 50-day moving average price of $88.91 and a two-hundred day moving average price of $91.41.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the firm posted $0.78 earnings per share. The company’s quarterly revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Citigroup restated a “buy” rating and set a $106.00 target price (up from $104.00) on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Evercore reiterated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a report on Friday, July 31st. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research note on Wednesday, July 15th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.27 from $3.23, matching the current consensus estimate. Q3 2026 EPS was increased to $0.91 from $0.90, while Q4 2026 EPS rose to $0.77 from $0.76. O’Reilly Automotive analyst estimate revisions
• Positive Sentiment: Longer-term estimates also improved in several periods: Q3 2027 EPS increased to $0.96 from $0.92, Q4 2027 EPS to $0.88 from $0.85, and FY2028 EPS to $3.96 from $3.91. These revisions indicate expectations for gradual earnings growth beyond the current year. O’Reilly Automotive analyst estimate revisions
• Neutral Sentiment: Zacks maintained estimates of $3.56 EPS for FY2027, $1.01 for Q2 2028, and $3.27 for the current full year. The revisions therefore represent incremental changes rather than a major shift in O’Reilly’s earnings outlook. O’Reilly Automotive analyst estimate revisions
• Negative Sentiment: Zacks reduced its Q1 2027 EPS forecast to $0.83 from $0.92 and trimmed FY2027 EPS to $3.56 from $3.57. The sharp quarterly reduction could weigh on sentiment by raising concerns about near-term operating pressure, even though later-period estimates were increased. O’Reilly Automotive analyst estimate revisions

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in ORLY. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter worth about $27,000. Kelleher Financial Advisors bought a new position in shares of O’Reilly Automotive in the second quarter worth approximately $28,000. Fiduciary Financial Advisors bought a new position in shares of O’Reilly Automotive in the second quarter worth approximately $28,000. Finally, Whipplewood Advisors LLC raised its stake in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

About O’Reilly Automotive

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.