O'Reilly Automotive, IncNasdaq: ORLY
Consumer Discretionary · Automotive Retail
$86.88
-1.73%
Vol: 7.3M
Research Digest
Thursday, June 18, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. The $2.0B buyback expansion (June 1) and Wells Fargo / RBC price-target raises all predate the 2026-06-12 cutoff.
May 21O'Reilly directors purchase $360K of stock in open-market insider buying on May 19Positive▶
Two O'Reilly Automotive board directors acquired a combined 4,070 shares worth approximately $360,154 on May 19, 2026, at $88.49 per share, signaling insider confidence after recent share price weakness. The buying follows Q1 2026 results showing $4.56B revenue (+10% YoY), 8.1% comp-store sales growth, 16% EPS growth, and raised FY EPS guidance of $3.15-$3.25. Management also reaffirmed plans for up to 235 net new stores. Stock has been pressured over the past month despite operational strength. Analyst consensus remains Buy with recent target hikes from Mizuho ($110) and UBS ($120).
May 20O'Reilly Automotive received a fresh Buy initiation from Wolfe Research on May 14 amid a strong Q1, insider selling, and an annual meeting held the same day.Positive▶
On May 14, 2026, O'Reilly Automotive received a new Buy rating from Wolfe Research, and the company held its virtual Annual Meeting of Shareholders, where investors voted on directors, executive compensation, and auditor ratification. Earlier in the week, on May 11, multiple top executives executed major insider share sales. The activity follows a strong Q1 2026, which delivered 10% revenue growth, 16% EPS growth, and 8.1% comparable-store sales gains, with management plotting 225-235 new store openings in 2026 and integrating the 2024 Groupe Del Vasto acquisition across North America. Sell-side reaction has been positive overall, with Mizuho at $110 and Roth Capital at $109 setting recent targets. No M&A or regulatory news surfaced in the past 24-48 hours.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18O'Reilly received a fresh Buy from Wolfe Research on May 14 even as Zacks lowered Q4 2026 EPS estimates, with shares under near-term pressure.Mixed▶
O'Reilly Automotive's Q1 2026 results showed an 8.1% rise in comparable store sales and 16% YoY growth in diluted EPS, with 10.2% top-line growth and operating margin expanding ~60bps to 18.5%. The company plans to open 225 to 235 new stores in 2026 while integrating its 2024 acquisition of Groupe Del Vasto. Recent analyst PT hikes include Mizuho to $110 from $105, UBS to $120 from $114, TD Cowen to $117 from $115, and Baird to $110 from $96. Wolfe Research initiated/reiterated a Buy rating on May 14 and Zacks Research lowered Q4 2026 EPS estimates on May 13. Shares traded near $88.49 with weakness across 1-day, 7-day, and 90-day timeframes despite strong fundamentals. The consensus rating from 17 analysts remains Buy as of May 1.
May 15Wolfe Research initiated Buy on O'Reilly Automotive on May 11 with fresh insider activity flagged the same day, joining UBS target hike to $120.Positive▶
Wolfe Research initiated O'Reilly Automotive with a Buy rating on May 11, 2026, alongside disclosed insider activity. The action follows recent target raises from UBS to $120 from $114 and TD Cowen to $117 from $115 on May 1, supported by Q1 2026 results that exceeded revenue and EPS expectations. The company raised full-year EPS guidance to $3.15-$3.25 while maintaining $18.85B revenue guidance. Average analyst rating Strong Buy with $111.29 12-month target (~22% upside). Risk: cyclicality in aftermarket auto-parts demand if consumer pressure intensifies.
May 14O'Reilly Automotive CEO sold $1.3M in stock on May 8 as Roth Capital and other analysts lift price targets following strong Q1 beatMixed▶
On May 8, 2026, O'Reilly CEO Brad Beckham sold 13,635 shares at an average of $95.00 for $1,295,325, disclosed via Form 144 around May 13-14. The transaction follows Q1 2026 results that beat consensus (EPS $0.72 vs $0.69, revenue $4.56B vs $4.46B) and a raised full-year EPS guidance of $3.15-$3.25. The virtual Annual Meeting was held May 14, with shareholders voting on directors, Say-on-Pay, and a political spending disclosure proposal. Roth Capital, UBS (to $120 from $114), and Baird (to $110 from $96) lifted price targets. Risk: insider selling at elevated prices and DIY headwinds could pressure sentiment.
May 13O'Reilly Automotive earns Strong Buy consensus with UBS and TD Cowen raising targets after Q1 comp-sales beat and full-year guidance raise.Positive▶
ORLY delivered a strong Q1 2026 with revenue of $4.56B, diluted EPS of $0.72, and an 8.1% comp-store sales increase - EPS up 16% YoY. The company raised full-year guidance, triggering a wave of analyst PT hikes: UBS to $120 (from $114), TD Cowen to $117 (from $115), and Roth Capital to $109. 17-analyst consensus is Strong Buy with average PT of $111.29 (~21.7% upside). Shares jumped 8.41% on April 30 following the print. ORLY is being grouped with Costco and Walmart as standout retail performers. The company also opened a new 550,000 sq ft Stafford County, VA distribution center.
May 12O'Reilly Automotive Q1 2026 revenue of $4.56B and 8.1% comparable sales beat estimates as UBS raises PT to $120, TD Cowen to $117, Baird to $110.Positive▶
O'Reilly Automotive posted record Q1 2026 results with revenue of $4.56B, EPS of $0.72, top-line growth of 10.2% and comparable sales up 8.1%, all surpassing estimates. Operating margin rose roughly 60bps to 18.5%, supported by 59 new store openings during the quarter. Multiple analysts raised price targets following the report: UBS to $120 (from $114), TD Cowen to $117 (from $115), and Baird to $110 (from $96). The company outlined plans to open 225-235 new stores in 2026 while integrating the 2024 Groupe Del Vasto acquisition to expand its dual DIY/professional offering across North America. The store network now exceeds 6,000 outlets. ORLY also serves as the official sponsor of NASCAR's secondary circuit, awarding $5,700 to each of 33 race winners ($188,100 total) in 2026.
May 11O'Reilly Automotive shares trade near $94 with multiple analysts raising price targets after Q1 2026 revenue grew 10.2% to $4.56 billion with 8.1% same-store sales gains.Positive▶
O'Reilly Automotive continues to digest its strong Q1 2026 print, with revenue of $4.56 billion (+10.2% YoY), 8.1% same-store sales growth, 59 new store openings, and operating margin expanding 60 bps to 18.5%. In early May, TD Cowen raised its target to $117 (from $115), Robert W. Baird set a fresh $110 target, and Roth MKM reaffirmed Buy at $109. Consensus rating is Buy with an average price target of $111.59. Shares traded between $93.78 and $95.29 on May 5. The risk is potential DIY headwinds and tougher comps as the company accelerates 2026 store openings into a slowing consumer environment.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CVNACARVANA | $66.52 | +5.82% | +2.5% | 30.8x | 3.45 | $73.0B |
| ORLYO | $86.88 | -1.73% | -5.8% | 24.0x | 0.52 | $72.0B |
| AZOAUTOZONE | $3,059.66 | +0.00% | -10.4% | 17.4x | 0.35 | $50.2B |
| AMZNAMAZON.COM | $244.58 | +2.98% | -7.8% | 24.8x | 1.44 | $2.63T |
| TSLATESLA | $401.07 | +1.18% | -4.0% | 160.2x | 1.80 | $1.50T |
| HDHOME | $334.97 | +2.29% | +7.6% | 20.8x | 0.97 | $333.3B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.