O’Reilly Automotive, Inc. (NASDAQ:ORLY) Stock Now Rated “Moderate Buy” by Sell-Side Brokerages

Posted by George Bondi on Sep 27th, 2026

O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Free Report) has received a consensus rating of “Moderate Buy” from the eighteen brokerages that are presently covering the stock, MarketBeat Ratings reports. Three research analysts have rated the stock with a hold recommendation, fourteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among analysts that have issued a report on the stock in the last year is $107.24.

Several research firms recently issued reports on ORLY. Citigroup reaffirmed a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a report on Monday, August 3rd. Roth Capital reissued a “buy” rating and set a $111.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. Morgan Stanley decreased their price target on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 31st. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, August 3rd.

Check Out Our Latest Analysis on ORLY

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares in the company, valued at $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on 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 directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,000 shares of company stock valued at $550,530 in the last 90 days. 0.77% of the stock is currently owned by insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Large investors have recently bought and sold shares of the stock. BlackRock Inc. acquired a new stake in O’Reilly Automotive in the 2nd quarter worth $5,950,042,000. Geode Capital Management LLC raised its position in shares of O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after buying an additional 372,896 shares during the last quarter. Norges Bank acquired a new position in shares of O’Reilly Automotive during the fourth quarter valued at about $1,134,311,000. Bank of New York Mellon Corp bought a new stake in shares of O’Reilly Automotive in the second quarter valued at about $1,023,936,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of O’Reilly Automotive by 1.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock valued at $859,169,000 after buying an additional 141,915 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Performance

ORLY opened at $86.11 on Friday. The firm has a market cap of $69.66 billion, a P/E ratio of 27.42, a price-to-earnings-growth ratio of 2.14 and a beta of 0.52. The business has a 50 day moving average price of $88.48 and a 200 day moving average price of $89.74. O’Reilly Automotive has a twelve month low of $82.59 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the company posted $0.78 earnings per share. The company’s revenue for the quarter 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. As a group, analysts anticipate that O’Reilly Automotive will post 3.27 earnings per share for the current fiscal year.

O’Reilly Automotive Company Profile

(Get Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves do-it-yourself customers, professional service technicians and commercial garages, offering products for maintaining and repairing cars, trucks and other vehicles.

Its merchandise includes replacement parts such as brakes, filters, belts, batteries and ignition components, as well as shop equipment, tools, fluids, lighting and appearance products. O’Reilly also provides services such as parts lookup, battery testing and installation, loaner tool programs, used-oil recycling and commercial delivery to professional customers.