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O'Reilly Automotive, Inc.

ORLY · NASDAQ

Market closed$86.05$-0.200000 (-0.23%)After hours $85.00 · -1.22%

Key statistics

Previous close$86.25
Open$87.79
Day high$88.06
Day low$85.28
52-week high$108.72
52-week low$82.59
Market cap71.31B
Volume6.26M
Average volume7.50M
P/E ratio28.12
Forward P/E—
EPS3.06
Dividend yield0.00%

Market context

Why it moved

O'Reilly Automotive (ORLY) surged on the back of multiple institutional investors, including Aware Super and Financiere des Professionnels, initiating new positions in the stock, reinforcing the company's "Moderate Buy" consensus and its strong fundamentals as a defensive auto parts retailer with consistent earnings growth and aggressive share buybacks.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026O'Reilly Automotive closed essentially flat, edging down modestly amid a broader risk-off session that hit tech and consumer cyclical stocks, as investors positioned ahead of the company's Q2 2026 earnings release scheduled for July 29. Investor attention is also focused on a potential deal with Genuine Parts (GPC), after a Wolfe Research analyst flagged private jet flight tracking as suggesting increased likelihood of a transaction. Wall Street remains broadly bullish with a Moderate Buy consensus and an average price target of ~$110.70 — well above current levels — supported by strong Q1 results featuring 8.1% comparable store sales growth and a $2B share buyback authorization.

-0.2319

July 17, 2026O'Reilly Automotive shares rallied sharply, bouncing off their 52-week low near $82.59 as investors positioned ahead of the company's Q2 2026 earnings report scheduled for July 29. The move builds on strong operating momentum — Q1 results featured record revenue, 8.1% comparable store sales growth, and a raised full-year EPS outlook — while a Wolfe Research analyst flagged that private jet flight tracking increases the likelihood of a potential deal with Genuine Parts (GPC). Analysts maintain a 'Moderate Buy' consensus with an average target near $111, well above current levels, and the board recently expanded its share buyback authorization by $2 billion.

4.2548

July 16, 2026O'Reilly Automotive shares fell sharply, hitting a new 52-week low, as a bombshell report from Wolfe Research — citing private jet flight tracking — raised the likelihood of a potential acquisition deal with Genuine Parts Company (GPC), sparking investor concerns about deal risk and valuation uncertainty. The steep decline came on roughly double average volume, even as Goldman Sachs reiterated a Buy rating with a $113 price target and the broader analyst consensus remains constructive with a ~$111–112 average target well above current levels. The stock has now drifted well below its 50-day and 200-day moving averages amid notable insider selling in recent months by executives including CEO Brad Beckham and SVP Robert Allen Dumas.

-3.5219

July 15, 2026O'Reilly Automotive closed down roughly 1.75%, underperforming a broadly mixed session in which the S&P 500 edged modestly higher after a cooler-than-expected June CPI reading eased inflation concerns. The decline comes despite continued institutional accumulation — with Calamos Advisors, Empirical Wealth Management, and several others boosting their Q1 stakes — offset by notable insider selling totaling over 105,000 shares worth ~$9.8M in the past 90 days, including CEO Brad Beckham. Wall Street remains broadly constructive, with a Moderate Buy consensus and average price target near $112, anchored by Q1 results that beat on both EPS ($0.72 vs. $0.69 est.) and revenue ($4.56B, +10.2% YoY).

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July 14, 2026O'Reilly Automotive shares closed modestly higher, outperforming the broader consumer cyclical sector and the S&P 500, which declined on renewed U.S.-Iran tensions that sent oil prices surging and rattled equity markets. The auto parts retailer benefited from its defensive characteristics within consumer discretionary — its low-beta profile and exposure to resilient aftermarket demand shielded it from the broader sell-off. Investor sentiment toward the stock remains constructive, supported by a strong Q1 earnings beat (EPS of $0.72 vs. $0.69 expected; revenue of $4.56B vs. $4.46B, up 10.2% YoY) and a consensus Moderate Buy rating with a $112.25 average price target — a meaningful premium to current levels. Several institutional investors, including Fifth Third Bancorp and Citizens Financial Group, boosted their stakes in Q1, though notable insider selling and the stock trading below its 50-day ($89.74) and 200-day ($92.13) moving averages continue to temper near-term enthusiasm.

1.159

July 11, 2026O'Reilly Automotive shares closed modestly higher, recovering from a 52-week low of $82.71 hit earlier this week, as investors weigh the overhang from deal speculation surrounding a reported $10B+ cash bid for Genuine Parts' NAPA auto parts business. The unconfirmed acquisition news triggered a 7% selloff on July 6, but analysts remain broadly constructive — DA Davidson, TD Cowen, Citigroup, and Raymond James all reiterate Buy or Outperform ratings with price targets ranging from $110–$117, well above current levels — while a recent Seeking Alpha piece characterized the pullback as an opportunity for GARP investors. Notable insider selling (105,730 shares worth ~$9.8M over 90 days) and multiple institutional reductions in Q1 have added near-term pressure, though 85% of shares remain institutionally held. With Q2 earnings on the horizon and the S&P 500 trading near 52-week highs, investor focus will likely center on whether O'Reilly confirms or walks back the deal and how Q2 results stack up against the beat-and-raise Q1 print.

1.3628

July 10, 2026O'Reilly Automotive closed essentially flat amid ongoing investor uncertainty surrounding the reported $10+ billion cash bid for Genuine Parts' NAPA auto parts business. The deal overhang, which triggered a sharp 7% selloff earlier in the week and pushed shares to a new 52-week low, continues to weigh on sentiment despite broad analyst support — analysts maintain a consensus Moderate Buy with an average price target of $112.25, well above current levels, with DA Davidson reaffirming a Buy and $114 target. A Seeking Alpha piece published today framed ORLY as a defensive compounder, underscoring the view that the selloff has created a valuation opportunity, even as insider selling and acquisition risk keep cautious investors on the sidelines.

0.1647

July 9, 2026O'Reilly Automotive shares fell nearly 2% on Wednesday, pressured by a broad market risk-off selloff triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' sending oil prices surging over 5% and hitting consumer cyclical stocks hard. The decline extended a sharp drop from July 6, when ORLY tumbled roughly 7% on Bloomberg reports that the company submitted a cash bid for Genuine Parts' NAPA auto parts business — a deal potentially valued at over $10 billion — raising investor concerns about financing, antitrust risk, and integration complexity. Analysts remain broadly constructive, with a consensus Moderate Buy and average price target of $112.25, well above current levels, and some calling the selloff a GARP opportunity ahead of Q2 earnings.

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Ad Hoc News · July 17, 2026O'Reilly Automotive stock trades near record levels as steady earnings and buybacks support valuatioStocksToTrade · July 16, 2026ORLY Stock Whipsaws As Traders Weigh $10B NAPA BidSeeking Alpha · July 15, 2026Flight tracking shows O'Reilly/Genuine Parts transaction more likely - analystInvesting.com · July 15, 2026Wolfe Research cuts O’Reilly Automotive stock price target on unit concernsBarchart.com · July 7, 2026O’Reilly Auto Parts Stock Skids 6.66% on Little News. Its $85 Share Price Is a Gift for GARP Investors.Quiver Quantitative · July 6, 2026O'Reilly Automotive Slides as Investors Weigh Reported Large Acquisition Bid and Deal RisksMoomoo · July 6, 2026O'Reilly Automotive Slides as Investors Weigh Reported Large Acquisition Bid and Deal RisksInvesting.com · July 6, 2026O’Reilly stock faces regulatory risks in potential Napa bid, says Barclays
Mt Newswire · July 16, 2026Citigroup Adjusts Price Target on O'Reilly Automotive to $104 From $115, Maintains Buy Rating
Benzinga · July 7, 2026$1000 Invested In O'Reilly Automotive 10 Years Ago Would Be Worth This Much Today
Mt Newswire · July 7, 2026O'Reilly Automotive's Potential Genuine Parts Auto Business Acquisition Faces Challenges, Truist Says
Mt Newswire · July 6, 2026O'Reilly Automotive Could Gain Scale Through Potential Genuine Parts Auto Business Acquisition, UBS Says
Benzinga · July 3, 2026Genuine Parts (GPC) Stock Is Trending After Hours: Here's What You Should Know
Mt Newswire · July 2, 2026Market Chatter: Genuine Parts' Auto-Parts Unit Draws Bid From O'Reilly
Benzinga · July 2, 2026'Genuine Parts Is Said to Receive O’Reilly Interest for Auto Unit' - Bloomberg
Benzinga · June 11, 2026If You Invested $1000 In O'Reilly Automotive Stock 15 Years Ago, You Would Have This Much Today

Peers

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