O'Reilly Automotive Inc. ($ORLY) Stock Forecast: Up 8.7% Today

What is O'Reilly Automotive Inc.?

O'Reilly Automotive Inc. (ORLY) is a leading retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company operates over 5,600 stores across the country, serving both professional service providers and DIY customers.

Why is O'Reilly Automotive Inc. going up?

ORLY stock is up 8.7% on Apr 30, 2026 19:51

• O'Reilly Automotive's stock experienced a strong bullish movement today due to several key factors:
• A significant passive stake in ORLY was disclosed by Vanguard Capital Management, indicating confidence in the company's long-term growth prospects.
• Impressive first-quarter earnings were reported by the company, surpassing analyst expectations for both diluted earnings per share and revenue. This positive performance likely boosted investor sentiment and drove the stock price higher.
• Despite a reduction in stake by Jennison Associates LLC in the previous quarter, O'Reilly Automotive's consistent revenue growth, strong earnings, and positive same-store sales growth demonstrated resilience and operational strength.
• The company's updated full-year guidance, with projected earnings and revenue figures exceeding market expectations, further contributed to the bullish sentiment surrounding ORLY's stock.

ORLY Price Chart

ORLY Technical Analysis

ORLY News

Vanguard (NYSE: ORLY) holds 63.1M shares, 7.54% stake disclosed

Vanguard Capital Management has disclosed a 7.54% passive stake in O'Reilly Automotive Inc (ORLY), holding 63,109,201 shares of common stock. The Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares and sole voting power for 8,367,141 shares. This ownership is attributed to various Vanguard entities, affirming a passive investment strategy without activist intent.

https://www.stocktitan.net/sec-filings/ORLY/schedule-13g-o-reilly-automotive-inc-passive-investment-disclosure-5-d1537cb68c6f.html

O'Reilly Automotive jumps over 6% after Q1 beat

O'Reilly Automotive shares surged over 6% following a stronger-than-expected first-quarter earnings report. The company reported diluted earnings per share of $9.20 on revenue of $3.98 billion, exceeding analyst estimates. O'Reilly also raised its full-year guidance for both diluted EPS and revenue.

https://www.msn.com/en-us/money/topstocks/o-reilly-automotive-jumps-over-6-after-q1-beat/ar-AA226TdF?ocid=finance-verthp-feeds

Jennison Associates LLC Reduces Stake in O'Reilly Automotive, Inc. $ORLY

Jennison Associates LLC significantly reduced its stake in O'Reilly Automotive, Inc. by 13.8% in Q4, selling over 1.9 million shares. Despite this, O'Reilly Automotive reported strong Q1 2026 earnings, beating analyst estimates with 10.2% year-over-year revenue growth and maintaining a "Moderate Buy" consensus rating from analysts. The company also achieved its 33rd consecutive year of positive same-store sales growth.

https://www.marketbeat.com/instant-alerts/filing-jennison-associates-llc-reduces-stake-in-oreilly-automotive-inc-orly-2026-04-30/

O'Reilly Automotive (NASDAQ:ORLY) Issues Quarterly Earnings Results, Beats Expectations By $0.03 EPS

O'Reilly Automotive (NASDAQ:ORLY) reported strong first-quarter earnings, beating analyst expectations with an EPS of $0.72 against a consensus of $0.69 and revenue of $4.56 billion. The company also updated its full-year 2026 guidance, with EPS projections largely in line with expectations and revenue guidance leaving some upside unclear. Despite positive year-over-year revenue growth and healthy margins, the report noted a negative return on equity and an anomalous prior-year EPS, which could lead to analyst scrutiny.

https://www.marketbeat.com/instant-alerts/oreilly-automotive-nasdaqorly-issues-quarterly-earnings-results-beats-expectations-by-003-eps-2026-04-29/

O'Reilly Automotive: Q1 Earnings Snapshot

O'Reilly Automotive Inc. (ORLY) reported first-quarter net income of $604.2 million, translating to 72 cents per share, surpassing Wall Street's expectations of 69 cents per share. The auto parts retailer also exceeded revenue forecasts, posting $4.56 billion against an expected $4.47 billion. For the full year, the company projects earnings between $3.15 and $3.25 per share, with revenue ranging from $18.7 billion to $19 billion.

https://www.kvue.com/article/syndication/associatedpress/oreilly-automotive-q1-earnings-snapshot/616-831acf0e-c81f-4c85-9576-981c8ba46f3d

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O'Reilly Automotive Inc. Price History

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.

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.

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.

30.03.2026 - ORLY Stock was up 8.7%

• O'Reilly Automotive's stock experienced a strong bullish movement today due to several key factors:
• A significant passive stake in ORLY was disclosed by Vanguard Capital Management, indicating confidence in the company's long-term growth prospects.
• Impressive first-quarter earnings were reported by the company, surpassing analyst expectations for both diluted earnings per share and revenue. This positive performance likely boosted investor sentiment and drove the stock price higher.
• Despite a reduction in stake by Jennison Associates LLC in the previous quarter, O'Reilly Automotive's consistent revenue growth, strong earnings, and positive same-store sales growth demonstrated resilience and operational strength.
• The company's updated full-year guidance, with projected earnings and revenue figures exceeding market expectations, further contributed to the bullish sentiment surrounding ORLY's stock.

30.03.2026 - ORLY Stock was up 7.5%

• O'Reilly Automotive (ORLY) saw a significant increase in its stock price today, rising by over 6%.
• This upward trend can be attributed to the company's strong first-quarter earnings performance, with reported diluted earnings per share of $9.20 on revenue of $3.98 billion, exceeding analyst expectations.
• Despite a reduction in stake by Jennison Associates LLC in the previous quarter, the solid Q1 2026 earnings, showcasing 10.2% year-over-year revenue growth and upward revision of full-year guidance, boosted investor confidence.
• The consistent positive growth in same-store sales by O'Reilly Automotive, along with surpassing earnings and revenue projections, highlighted the company's strong performance within the automotive parts distribution industry, driving the positive momentum in the market.

30.03.2026 - ORLY Stock was up 9.4%

• ORLY experienced a strong bullish movement today following the release of its first-quarter 2026 earnings report, which exceeded market expectations on both earnings per share (EPS) and revenue.
• The company's robust financial performance, with a 16% increase in diluted EPS to $0.72 and a 10% rise in sales to $4.56 billion, contributed to the positive market sentiment.
• The updated full-year 2026 guidance provided by O'Reilly Automotive, with projected earnings between $3.15 and $3.25 per share and revenue ranging from $18.7 billion to $19 billion, further fueled investor confidence in the stock.
• The strong quarterly results, including significant growth in comparable store sales and operating profit, showcased O'Reilly's resilience and ability to capitalize on opportunities within the automotive parts distribution sector, driving the bullish market movement for ORLY.

24.03.2026 - ORLY Stock was up 0.5%

• The significant increase in stake by B. Metzler seel. Sohn & Co. AG indicates strong confidence in O'Reilly Automotive, Inc., contributing to the bullish movement.
• Despite a slight EPS miss in Q4, the company's revenue exceeding expectations and setting positive FY2026 guidance likely boosted investor sentiment.
• The announcement of opening a new store in Connecticut reflects the company's expansion strategy, potentially attracting more investors and driving the stock price higher.
• The reduction in stake by Universal Beteiligungs und Servicegesellschaft mbH might have initially caused some uncertainty, but the overall positive outlook from other sources overshadowed this, leading to the bullish market movement.

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.