O’Reilly Automotive (NASDAQ:ORLY) Reaches New 12-Month Low – What’s Next?

17 Jul 2026, 11:41 by Tristan Rich · The Markets Daily

O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Free Report) reached a new 52-week low during mid-day trading on Wednesday . The company traded as low as $82.59 and last traded at $83.8030, with a volume of 4053840 shares traded. The stock had previously closed at $85.75.

Wall Street Analysts Forecast Growth

ORLY has been the subject of a number of research reports. Roth Capital reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a report on Wednesday. TD Cowen reiterated a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. DA Davidson reissued a “buy” rating and set a $114.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, July 7th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $110.70.

Read Our Latest Research Report on ORLY

O’Reilly Automotive Stock Up 4.3%

The company has a market cap of $71.48 billion, a P/E ratio of 28.19, a price-to-earnings-growth ratio of 1.82 and a beta of 0.51. The firm’s 50-day moving average price is $88.90 and its 200-day moving average price is $91.94.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the firm earned $9.35 EPS. O’Reilly Automotive’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Buying and Selling at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director directly owned 19,675 shares in the company, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of O’Reilly Automotive in the fourth quarter worth $1,134,311,000. Akre Capital Management LLC grew its position in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Wellington Management Group LLP increased its stake in O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after acquiring an additional 2,964,945 shares during the last quarter. Ameriprise Financial Inc. increased its stake in O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after acquiring an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after acquiring an additional 2,176,568 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Company Profile

(Get Free Report)

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.