O'Reilly Automotive Inc. ($ORLY) Stock Forecast: Down 5.8% Today

What is O'Reilly Automotive Inc.?

O'Reilly Automotive (ORLY) is a leading retailer in the automotive aftermarket industry, providing parts, tools, supplies, equipment, and accessories for professional and DIY customers. Today, the stock experienced a strong bearish movement.

Why is O'Reilly Automotive Inc. going down?

ORLY stock is down 5.8% on Feb 5, 2026 18:57

• O'Reilly Automotive reported a Q4 2025 EPS miss, slightly below expectations, leading to a 3.67% premarket decline in the stock.
• Despite the EPS miss, the company's revenue beat expectations, showing a 7.8% year-over-year increase to $4.41 billion.
• The market may have reacted negatively to the lower-than-expected EPS and the cautious FY2026 EPS guidance, despite strong comparable store sales growth and record net income.
• Insider selling, increased long-term debt, and a consensus "Buy" rating from analysts with an average price target of $111.60 also influenced the stock movement.

ORLY Price Chart

ORLY Technical Analysis

ORLY News

Earnings call transcript: O’Reilly Automotive Q4 2025 misses EPS, revenue beats

O’Reilly Automotive (ORLY) reported a slight miss in Q4 2025 EPS at $0.71 against a $0.72 forecast, but revenue beat expectations at $4.41 billion. Total sales for 2025 reached $17.8 billion, a 6.4% increase, with the company planning 225-235 new store openings in 2026. Despite the EPS miss leading to a 3.67% premarket stock decline, O’Reilly projects comparable store sales growth of 3%-5% and an EPS range of $3.10-$3.20 for 2026, driven by continued market share gains and strategic expansion.

https://www.investing.com/news/transcripts/earnings-call-transcript-oreilly-automotive-q4-2025-misses-eps-revenue-beats-93CH-4488542

O'Reilly Q4 Earnings Miss Expectations, Revenues Rise Y/Y

O'Reilly Automotive (ORLY) reported Q4 2025 adjusted EPS of 71 cents, missing the Zacks Consensus Estimate of 72 cents, though revenues rose 7.8% year over year to $4.41 billion, surpassing expectations. The company opened 47 new stores and repurchased shares, while outlining its 2026 outlook with expected revenue growth, increased EPS, and planned new store openings.

https://www.tradingview.com/news/zacks:4a56f1afe094b:0-o-reilly-q4-earnings-miss-expectations-revenues-rise-y-y/

The Best Cars of 2026 | Videos

Cars.com presents a video highlighting "The Best Cars of 2026," where their expert reviewers evaluate numerous new vehicles to identify top performers. The article offers a main video review and links to additional videos, including specific assessments for the best car and best pickup truck of the year.

https://www.cars.com/videos/the-best-cars-of-2026-6388773838112/

Bessemer Group Inc. Has $466.55 Million Stock Holdings in O'Reilly Automotive, Inc. $ORLY

Bessemer Group Inc. reduced its stake in O'Reilly Automotive (NASDAQ:ORLY) by 0.7%, now holding 4,327,528 shares valued at $466.55 million, representing 0.51% of the company. O'Reilly Automotive reported Q4 revenue of $4.41 billion but missed EPS estimates slightly and provided FY2026 EPS guidance below consensus, despite strong comparable-store sales growth and record net income. The article also notes significant insider selling, increased long-term debt, and a consensus "Buy" rating from analysts with an average price target of $111.60.

https://www.marketbeat.com/instant-alerts/filing-bessemer-group-inc-has-46655-million-stock-holdings-in-oreilly-automotive-inc-orly-2026-02-05/

O'Reilly Automotive, Inc. $ORLY Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. significantly reduced its stake in O'Reilly Automotive, Inc. by 7.3% in Q3, selling over 280,000 shares, while company insiders also sold large positions in late November. Despite reporting strong Q4 sales of $4.41 billion and record annual net income of $2.54 billion, the company's Q4 EPS slightly missed estimates, and its FY2026 guidance fell below consensus, putting pressure on the stock. Analysts, however, maintain a consensus "Buy" rating with a target price of $111.60.

https://www.marketbeat.com/instant-alerts/filing-oreilly-automotive-inc-orly-shares-sold-by-envestnet-asset-management-inc-2026-02-05/

Trending Today

Universal Health Services Inc. ($UHS) Stock Forecast: Up 5.1% Today

Enphase Energy Inc. ($ENPH) Stock Forecast: Down 6.3% Today

Huntington Ingalls Industries Inc. ($HII) Stock Forecast: Down 11.9% Today

Cardinal Health Inc. ($CAH) Stock Forecast: Up 9.4% Today

Emerson Electric Company ($EMR) Stock Forecast: Down 5.1% Today

Fastly Inc. ($FSLY) Stock Forecast: Down 5.1% Today

Natera, Inc. ($NTRA) Stock Forecast: Down 5.5% Today

Palo Alto Networks Inc. ($PANW) Stock Forecast: Down 5.1% Today

Microsoft Corporation ($MSFT) Stock Forecast: Down 5.1% Today

Wingstop Inc. ($WING) Stock Forecast: Down 5.5% Today

O'Reilly Automotive Inc. Price History

24.06.2025 - ORLY Stock was up 5.1%

• Over the previous 5 years, O'Reilly Automotive (ORLY) has consistently outperformed the market, delivering an average annual return of 25.99%, likely attracting a growing investor base.
• Projections from Wall Street for key Q2 metrics for ORLY may have surpassed expectations, fostering increased investor trust and fueling the stock's upward trajectory.
• Expectations of robust Q2 earnings on account of a rising average vehicle age driving sales could have buoyed the stock price, despite potential margin constraints. Investor sentiment appears upbeat regarding the company's prospects, propelling today's bullish movement in the stock.

23.09.2025 - ORLY Stock was down 5.6%

• Despite exceeding estimates in Q3 earnings and revenues, O'Reilly Automotive (ORLY) witnessed a significant bearish movement in its stock today.
• The market's reaction may stem from concerns about future performance or guidance not meeting expectations, leading to the downward trajectory.
• Investors possibly anticipated higher figures or growth forecasts, resulting in dissatisfaction and a subsequent selloff of the stock.
• Macroeconomic conditions or industry-specific obstacles could have also played a role in the decline of ORLY's stock price.

05.00.2026 - ORLY Stock was up 1.4%

• The stock of O'Reilly Automotive Inc. (ORLY) had a strong bullish movement today.
• Institutional investors have been increasing their stake in the company, while insiders have been selling shares.
• Analysts maintain a "Buy" rating for ORLY, with a consensus price target of $112.05, citing strong third-quarter earnings and consistent operational execution.
• The company's strategy of focusing on the aging U.S. vehicle fleet and investments in its distribution network and digital capabilities have positioned it as a reliable choice for long-term investors.

09.00.2026 - ORLY Stock was up 2.1%

• The positive movement in ORLY stock is linked to the recent partnership announcement with The Progress Group for the fall NASCAR O'Reilly Auto Parts Series Playoff race at Talladega Superspeedway. This collaboration showcases O'Reilly's prominent brand presence in the automotive sector and hints at potential increased visibility and customer engagement.
• AutoZone's profit margin pressure resulting from its expansion strategy may have indirectly favored ORLY, as investors appear to be turning their attention to a competitor with a more balanced growth and profitability outlook.
• Despite cost increase worries, ORLY's stock rebounded following an 8-day decline streak, indicating both the company's resilience and investors' confidence in its capability to address challenges effectively.
• The anticipation of a rise in EPS in the forthcoming earnings report scheduled for early March has likely contributed to investor optimism regarding ORLY's financial well-being and future growth opportunities, reinforcing the upbeat market sentiment.

05.01.2026 - ORLY Stock was down 5.3%

• O'Reilly Automotive reported Q4 earnings slightly below analyst expectations, which may have contributed to the bearish movement in the stock price.
• The reduction in stake by Bessemer Group Inc. and Envestnet Asset Management Inc., along with significant insider selling, could have added selling pressure on the stock.
• Despite strong sales and record net income, the company's FY2026 guidance falling below consensus might have raised concerns among investors, leading to the downward trend in the stock price.
• The overall market sentiment towards O'Reilly Automotive might have been impacted by the mixed signals from analysts, maintaining a "Buy" rating but with a slightly lower consensus price target, influencing the bearish movement.

08.01.2024 - ORLY Stock was down 5.3%

• ORLY's Q4 earnings topped estimates, but revenues missed expectations.
• The company's full-year revenue guidance came in slightly above analysts' estimates.
• ORLY's forecast for full-year profit was dim due to mounting expenses.
• Despite beating Street estimates in Q4, the stock had a bearish movement, possibly due to concerns about revenue growth and expenses.

25.03.2024 - ORLY Stock was down 7.1%

• Recently upgraded to a "buy" rating, indicating optimism about its future prospects.
• Despite this positive outlook, the stock declined following lower-than-expected Q1 earnings and guidance, potentially linked to increased costs impacting profits.
• Even with a record-breaking performance in revenue and earnings for Q1 2024, the market response was adverse, reflecting investor apprehensions about the company's future.
• The market's preference for growth stocks with clear profitability or viable paths to profitability likely influenced ORLY's fluctuation, with investors favoring companies capable of delivering enduring returns.

25.03.2024 - ORLY Stock was down 5.5%

• The bearish movement in ORLY's stock today could be attributed to investors' shifting focus towards growth stocks with real profitability or clear paths to profitability. ORLY, being a traditional retailer in the automotive industry, may not be perceived as a high-growth stock compared to other sectors.
• Additionally, the emphasis on buyback behemoths might have influenced investor sentiment away from ORLY, as companies engaging in significant buybacks are seen as returning more value to shareholders in the current market environment.
• The market's preference for growth stocks with strong profitability and companies focusing on buybacks for shareholder returns could have led to a sell-off in ORLY as investors reallocate their portfolios to align with these trends.
• Overall, the combination of market dynamics favoring growth and buyback stocks over traditional retail sectors like automotive aftermarket parts may have contributed to the bearish movement in ORLY's stock today.

05.01.2026 - ORLY Stock was down 5.8%

• O'Reilly Automotive reported a Q4 2025 EPS miss, slightly below expectations, leading to a 3.67% premarket decline in the stock.
• Despite the EPS miss, the company's revenue beat expectations, showing a 7.8% year-over-year increase to $4.41 billion.
• The market may have reacted negatively to the lower-than-expected EPS and the cautious FY2026 EPS guidance, despite strong comparable store sales growth and record net income.
• Insider selling, increased long-term debt, and a consensus "Buy" rating from analysts with an average price target of $111.60 also influenced the stock movement.

25.06.2024 - ORLY Stock was up 4.5%

• Despite missing earnings and revenue estimates, O'Reilly Automotive (ORLY) experienced a strong bullish movement, showcasing resilience in the market.
• The 2.3% growth in comparable store sales and the 7% increase in year-to-date earnings per share reflect the company's solid performance.
• Investors may have been impressed by O'Reilly Automotive's long-term market outperformance, with an average annual return of 24.22% over the past 15 years, contributing to the bullish sentiment.
• The positive sales trends in June, particularly in summer weather-related categories, likely contributed to the stock's upward momentum, outweighing the initial soft demand environment experienced earlier in the quarter.

09.11.2025 - ORLY Stock was down 5.1%

• ORLY, despite posting robust Q2 earnings and receiving favorable analyst ratings, faced a bearish trend today.
• The uptick in institutional purchasing by entities such as SVB Wealth LLC, London & Capital Asset Management Ltd, Natixis, Brown Advisory Inc., and Bank of Nova Scotia did not deter the bearish shift.
• The selling of company shares by insiders, including executives, possibly had a negative impact on market sentiment, overshadowing the institutional buying activity.
• Overall, the market sentiment towards ORLY appears to be mixed, with investors keeping a close watch on insider transactions and institutional investments to anticipate future market developments.

07.00.2026 - ORLY Stock was up 1.8%

• The bullish movement in ORLY stock today can be attributed to the anticipation of the company's upcoming fiscal Q4 2025 results, with analysts projecting a 9.1% rise in EPS to $0.72, indicating positive performance.
• Despite a reduction in stake by Vaughan Nelson Investment Management L.P., other institutional investors still maintain confidence in the company, with analysts giving it a "Buy" rating and a target price of $112.05, signaling a positive outlook.
• The lawsuit filed against O'Reilly Auto Parts alleging discrimination over disability may have caused some initial concerns, but the market seems to have focused more on the company's strong financial performance and growth potential.
• The reported job cuts in O'Reilly's IT department could be viewed as part of restructuring efforts aimed at enhancing operational efficiency, which investors may see as a positive move for the company's long-term growth prospects.