Insider buying last 90 days
No open-market insider purchases were filed for ORLY in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every ORLY insider filing, plotted on the chart in Gekko.Open ORLY in Gekko
NASDAQ: ORLY
O'Reilly Automotive (ORLY) Stock Analysis & Forecast
$84.71−0.18 (−0.2%)
Close on Sep 18, 2026. Page updated Sep 19, 9:18 pm ET.
Gekko Brief
AI summaryORLY closes at $84.71, down 0.2%, and sits below both its 50-day average of $88.47 and 200-day average of $91.51, with the 50-day below the 200-day. The GekkoIndex reads 69.3, placing the stock in the Accumulation zone. Price stands 10.5% below Gekko Fair Value of $94.63. Over the past year the stock is down 19%, with declines of 7.1% over one month and 2.5% over three months.
This week's news centers on O'Reilly's analyst day, where the company outlined record store expansion plans for 2026, targeting 232 new store openings along with 20-25 new locations in Mexico and 3-5 in Canada. Separately, DA Davidson reiterated its Buy rating with a $106 price target, while the broader analyst consensus is described as a Moderate Buy with an average target of $107.24. An industry outlook piece also grouped O'Reilly alongside Advance Auto Parts. Institutional filings noting new positions from Bank of America Corp DE and Nykredit A/S were also disclosed this week.
Looking ahead, the next earnings report is scheduled for 28 October 2026, 38 days out and beyond a typical 20-trading-day holding window; the prior quarter saw an EPS beat of $0.86 versus $0.85 estimated, yet the stock reacted with a 4.2% decline, and average absolute reactions have run 3.4%. Seasonally, the next 20 trading days have averaged a 3.6% gain over 5 years, rising in 4 of them. Analyst coverage stands at 19 buy and 2 hold ratings among 21 firms, with a consensus target implying 27.3% upside.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $84.71200-day averageGekko Fair Value $94.63
Key stats
- Market cap
- $70.20B
- P/E ratio
- 26.6
- Forward P/E
- 22.8
- EPS, TTM
- $3.19
- Revenue, TTM
- $18.57B
- Profit margin
- 14.3%
- Dividend yield
- —
- Beta
- 0.52
- Volume
- 17.76M avg 5.79M
- 1-year return
- −19.0%
- Typical daily move
- ±2%
- Typical 20-day move
- ±4%
- 50-day average
- $88.47
- 200-day average
- $91.51
- Next earnings
- Oct 28
- Shares outstanding
- 809.0M
O'Reilly Automotive swing-trade checklist
O'Reilly Automotive scores 4 supportive, 0 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive0 mixed1 headwind
- Trendheadwind
Below 50 and 200-day
Close $84.71 is below the 50-day ($88.47) and 200-day ($91.51) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
69.3, Accumulation
Reading 69.3 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
10.5% below
Price is 10.5% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 38 days
Next report Oct 28, 2026, 38 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+3.6% on average
From this point in the calendar, the next 20 trading days averaged +3.6% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
O'Reilly Automotive stock chart and price history
O'Reilly Automotive closed at $84.71 on Sep 18, 2026, −19.0% over the past year, inside a 52-week range of $82.59 to $108.72.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −7.1%
- 3 months
- −2.5%
- 6 months
- −3.6%
- 1 year
- −19.0%
The full ORLY chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ORLY in Gekko
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About O'Reilly Automotive
O'Reilly Automotive sells auto parts and related supplies to everyday drivers and to shops that repair cars for a living. Its shelves cover both replacement hardware, like alternators, brakes, starters, and pumps, and everyday upkeep items such as oil, filters, fluids, wiper blades, and lighting. The stores also carry seat covers, floor mats, truck accessories, body paint, and tools built for professional mechanics.
Alongside the products, O'Reilly offers services that support the repair process itself, including battery and electrical testing, check engine code retrieval, brake drum and rotor resurfacing, hydraulic hose building, and paint mixing. It also runs a tool loan program and free installation for items like batteries and bulbs, plus recycling of used oil, filters, and batteries. This mix of goods and services reaches both do-it-yourself customers and professional repair facilities working on domestic and imported cars, vans, and trucks.
Founded in 1957 and based in Springfield, Missouri, O'Reilly runs thousands of stores across the United States along with a smaller number in Mexico. Its shares trade on the NASDAQ under the ticker ORLY.
- Listed
- NASDAQ
- Sector
- Retail trade
- Industry
- Specialty stores
- Website
- oreillyauto.com
O'Reilly Automotive GekkoIndex: the smart money zone
O'Reilly Automotive’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 69.3, in the Accumulation zone, up 2.8 points over five sessions.
69.3Accumulation
Up 2.8 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 20 | +0.4% | +1.9% | ||
| Accumulation (current zone) | 181 | +0.5% | +2.1% | ||
| Neutral | 424 | +0.2% | +0.4% | ||
| Distribution | 32 | −0.4% | +0.3% | ||
| Selling | 5 | Too few readings yet | |||
Average ORLY share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the ORLY price, zone by zone.Track ORLY in Gekko
Is O'Reilly Automotive stock overvalued? Gekko Fair Value
O'Reilly Automotive trades 10.5% below Gekko Fair Value of $94.63, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what O'Reilly Automotive shares are worth, recalculated every trading day.
$94.63
Gekko Fair Value, Sep 19, 2026
10.5% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open ORLY in Gekko
O'Reilly Automotive insider and Congress trading
No open-market insider purchases were filed for O'Reilly Automotive, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in ORLY were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for ORLY, plotted on the chart in Gekko.Open ORLY in Gekko
Buybacks
O'Reilly Automotive has been buying back its own shares.
- Latest authorization
- $2.00B, Jun 1, 2026
- Bought back, quarter ended Jun 30, 2026
- $1.51B
- As a share of market cap
- 2.15%
- Trailing four quarters
- $3.35B
From company filings.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold ORLY.
0added1opened1trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
O'Reilly Automotive earnings: next date and track record
O'Reilly Automotive reports on Oct 28, 2026 (38 days away), and beat the EPS estimate in 2 of its last 8 reports.
Next earnings report
Oct 28, 2026
38 days away
- EPS estimate
- $0.92
- Revenue estimate
- $5.00B
2 of 8reports beat the EPS estimate
±3.4%average move across the report
2 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 29, 2026 AI summary
- What they said
- O'Reilly Auto Parts reported a strong second quarter and a positive first half of 2026, driven by a 6% comparable store sales (comp) increase in Q2 and 7% year-to-date comps, over 9% total sales growth, and a 10% increase in diluted EPS in the quarter (13% YTD). Management highlighted outperformance across both professional (Pro/DIFM) and DIY channels, with professional business the larger contributor but both segments contributing. Average ticket growth (driven largely by same-SKU inflation of ~5.5%) and professional ticket count growth were principal drivers. Gross margin was stable at 51.4% in Q2 and management maintained full-year gross margin guidance of 51.5%–52% (midpoint +16 bps vs. 2025). Full-year revenue guidance was set at $18.9B–$19.2B. Free cash flow for the first half rose to $1.5B (vs. $904M prior year), and full-year free cash flow guidance remains $1.8B–$2.1B. Effective tax rate updated to 22.5% for full year. Management emphasized disciplined capital allocation, a focus on taking profitable share, continued investment in inventory and service, and confidence in supply chain diversification. During Q&A, management was confident and direct, reiterating no planned acquisitions in response to speculation, acknowledging macro and pricing headwinds (fuel, tariffs, shipping) but characterizing them as manageable and largely incorporated into guidance, and expressing cautious optimism on DIY trends in July. Overall tone was constructive and confident, with measured caution about the back half given macro uncertainty.
- Guidance
- Full-year 2026 revenue: $18.9 billion to $19.2 billion. Full-year gross margin guidance: 51.5% to 52.0% (midpoint ~+16 bps vs. 2025). Full-year effective tax rate: ~22.5%. Full-year free cash flow: $1.8 billion to $2.1 billion. AP-to-inventory: finished Q2 at 124% and management expects moderation; (management indicated they expect to finish the year at an approximate target but the exact final percentage was not fully stated in the transcript).
- Risks flagged
- Macro uncertainty (consumer caution, fuel price volatility), potential headwinds from tariffs and shipping costs, exposure to input cost inflation, seasonal/weather sensitivity (hot-weather categories), competitive dynamics (industry consolidation and share competition), and execution risk around inventory investments and SG&A leverage.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 29, 2026 | $0.86 est $0.85 | $4.89B est $4.86B | −4.2% |
| Apr 29, 2026 | $0.00 est $0.72 | $4.56B est $4.46B | +8.6% |
| Feb 4, 2026 | $0.71 est $0.73 | $4.41B est $4.39B | −4.4% |
| Oct 22, 2025 | $0.85 est $0.83 | $4.71B est $4.69B | −3.0% |
| Jul 23, 2025 | $0.78 est $0.78 | $4.53B est $4.53B | +2.9% |
| Apr 23, 2025 | $0.62 est $0.66 | $4.14B est $4.17B | −3.0% |
| Feb 5, 2025 | $0.63 est $0.65 | $4.10B est $4.05B | −0.3% |
| Oct 23, 2024 | $0.76 est $0.77 | $4.36B est $4.40B | −0.5% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
O'Reilly Automotive stock forecast and analyst price targets
Analysts’ average 12-month price target for O'Reilly Automotive is $107.80, +27.3% from the last close, from 21 firms rating the stock in the last 90 days.
$107.80consensus 12-month target, +27.3% from the last close
Now $84.71Avg $107.80
Low $98High $120
Each firm’s latest rating in the last 90 days: 21 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 18 | William Blair | — | — |
| Sep 18 | J.P. Morgan | $108 | +27.5% |
| Sep 17 | D.A. Davidson | $106 | +25.1% |
| Sep 17 | Goldman Sachs | $113 | +33.4% |
| Sep 17 | Wells Fargo | $100 | +18.0% |
+2.1%average 20-day move after past Accumulation readings
+3.6%average move over the next 20 trading days in the last 5 years
±2%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
O'Reilly Automotive seasonality: the next 20 trading days
Over the next 20 trading days from Sep 19, O'Reilly Automotive averaged +3.6% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.1% | 3 of 5 |
| Next 10 trading days | +0.3% | 3 of 5 |
| Next 15 trading days | +1.3% | 3 of 5 |
| Next 20 trading days | +3.6% | 4 of 5 |
| Next 30 trading days | +3.5% | 4 of 5 |
For scale, ORLY’s typical 20-trading-day move in either direction is about 4%.
O'Reilly Automotive market cap and key statistics
O'Reilly Automotive’s market cap is $70.20B, with a P/E ratio of 26.6 and revenue of $18.57B over the last twelve months.
Valuation
- Market cap
- $70.20B
- P/E ratio
- 26.6
- Forward P/E
- 22.8
- EPS, TTM
- $3.19
- Gekko Fair Value
- $94.63
Trading
- Volume
- 17.76M
- Avg volume, 20 days
- 5.79M
- 52-week high
- $108.72
- 52-week low
- $82.59
- Shares outstanding
- 809.0M
Financials
- Revenue, TTM
- $18.57B
- Profit margin
- 14.3%
- Return on equity
- 58.6%
- Quarterly earnings growth, YoY
- +10.3%
Risk and income
- Beta
- 0.52
- Typical daily move
- ±2%
- Typical 20-day move
- ±4%
O'Reilly Automotive stock news this week
Coverage of O'Reilly Automotive this week reads positive: 7 positive, 3 neutral and 0 negative headlines.
- Nykredit A S Takes Position in O'Reilly Automotive, Inc. $ORLYMarketBeat, Sep 19
- Nykredit A S Takes Position in O’Reilly Automotive, Inc. $ORLYDefense World, Sep 19
- O'Reilly Automotive Maps Record Store Growth, Mexico Push at Analyst DayMarketBeat, Sep 18
- O'Reilly Automotive's (ORLY) Buy Rating Reiterated at DA DavidsonMarketBeat, Sep 16
- D.A. Davidson Maintains O'Reilly Automotive(ORLY.US) With Buy Rating, Announces Target Price $106Moomoo, Sep 16
- Bank of America Corp DE Buys New Position in O'Reilly Automotive, Inc. $ORLYMarketBeat, Sep 16
O'Reilly Automotive peers
O'Reilly Automotive’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| WMTWalmart | Accumulation | 10.6% below |
| COSTCostco Wholesale | Buying | 9.8% above |
| TGTTarget | Neutral | 8.8% above |
| CVNACarvana | Accumulation | 12.8% below |
| AZOAutoZone | Accumulation | 24.7% below |
| CPRTCopart | Accumulation | 5.8% below |
A peer links to its own page where one exists.
O'Reilly Automotive stock FAQ
What is O'Reilly Automotive’s market cap?
O'Reilly Automotive’s market cap is $70.20B at the Sep 18, 2026 close of $84.71, with 809.0M shares outstanding. The shares trade on a P/E ratio of 26.6.
What is the O'Reilly Automotive stock forecast?
The consensus analyst 12-month price target for O'Reilly Automotive is $107.80, +27.3% from the last close. Of the 21 firms that rated the stock in the last 90 days, 19 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is O'Reilly Automotive stock overvalued or undervalued?
On Gekko’s estimate O'Reilly Automotive is undervalued: the Sep 18, 2026 close of $84.71 is 10.5% below Gekko Fair Value of $94.63. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does O'Reilly Automotive report earnings next?
O'Reilly Automotive is expected to report on Oct 28, 2026 (38 days away). Analysts expect earnings of $0.92 per share on revenue of $5.00B. O'Reilly Automotive beat the earnings estimate in 2 of its last 8 reports, moving 3.4% on average across the report.
What is O'Reilly Automotive’s 52-week high and low?
O'Reilly Automotive’s 52-week high is $108.72 and its 52-week low is $82.59; it closed at $84.71 on Sep 18, 2026, −19.0% over the past year.
Is O'Reilly Automotive stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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