O’Reilly Automotive (NASDAQ:ORLY) Price Target Raised to $105.00

by · The Markets Daily

O’Reilly Automotive (NASDAQ:ORLY – Free Report) had its price objective raised by Wells Fargo & Company from $100.00 to $105.00 in a research note released on Thursday morning,Benzinga reports. They currently have an overweight rating on the specialty retailer’s stock.

Several other research firms also recently weighed in on ORLY. The Goldman Sachs Group reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive and gave the company a “neutral” rating in a research note on Friday, July 31st. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a research report on Friday, July 31st. Citigroup reiterated a “buy” rating and issued a $106.00 price target (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday, August 3rd. Finally, Sanford C. Bernstein started coverage on O’Reilly Automotive in a report on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.89.

Check Out Our Latest Analysis on O’Reilly Automotive

O’Reilly Automotive Price Performance

NASDAQ:ORLY opened at $88.12 on Thursday. The firm has a market cap of $71.29 billion, a PE ratio of 27.03, a P/E/G ratio of 2.13 and a beta of 0.54. The firm has a 50 day simple moving average of $87.20 and a 200-day simple moving average of $90.53. O’Reilly Automotive has a 1-year low of $82.59 and a 1-year high of $102.46.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The company had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.02 billion. During the same period in the prior year, the firm posted $0.85 earnings per share. The firm’s revenue was up 8.8% on a year-over-year basis. As a group, sell-side analysts expect that O’Reilly Automotive will post 3.31 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,000 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $87.83, for a total transaction of $87,830.00. Following the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. This represents a 5.08% decrease in their position. The sale was disclosed in a document filed 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 stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,000 shares of company stock worth $550,530 over the last ninety days. Company insiders own 0.77% of the company’s stock.

Institutional Trading of O’Reilly Automotive

Several hedge funds have recently made changes to their positions in ORLY. Rakuten Investment Management Inc. lifted its stake in O’Reilly Automotive by 8.3% during the third quarter. Rakuten Investment Management Inc. now owns 216,660 shares of the specialty retailer’s stock valued at $18,648,000 after purchasing an additional 16,535 shares during the last quarter. Provenance Wealth Advisors LLC boosted its holdings in O’Reilly Automotive by 1,226.7% during the third quarter. Provenance Wealth Advisors LLC now owns 597 shares of the specialty retailer’s stock worth $51,000 after buying an additional 552 shares in the last quarter. Integrity Alliance LLC. grew its position in O’Reilly Automotive by 3.5% in the third quarter. Integrity Alliance LLC. now owns 3,981 shares of the specialty retailer’s stock worth $340,000 after buying an additional 133 shares during the last quarter. First Nebraska Trust Co acquired a new position in O’Reilly Automotive in the third quarter worth approximately $263,000. Finally, Gerber Kawasaki Wealth & Investment Management acquired a new position in O’Reilly Automotive in the third quarter worth approximately $245,000. Institutional investors own 85.00% of the company’s stock.

Key Stories Impacting O’Reilly Automotive

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

  • Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
  • Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
  • Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
  • Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
  • Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
  • Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

About O’Reilly Automotive

(Get Free Report)

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.

Recommended Stories