O’Reilly Automotive (ORLY) – Investment Analysts’ Weekly Ratings Changes

Several analysts have recently updated their ratings and price targets for O’Reilly Automotive (NASDAQ: ORLY):

• 8/12/2026 – O’Reilly Automotive was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 8/3/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by Citigroup Inc.. They now have a $106.00 price target on the stock, up from $104.00.
• 8/3/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc..
• 7/31/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by UBS Group AG.
• 7/31/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by Roth Capital. They now have a $111.00 price target on the stock.
• 7/31/2026 – O’Reilly Automotive was given a new $106.00 price target by DA Davidson.
• 7/31/2026 – O’Reilly Automotive had its “outperform” rating reaffirmed by Raymond James Financial, Inc.. They now have a $110.00 price target on the stock.
• 7/31/2026 – O’Reilly Automotive was given a new $100.00 price target by Robert W. Baird.
• 7/31/2026 – O’Reilly Automotive had its price target lowered by TD Cowen from $117.00 to $110.00. They now have a “buy” rating on the stock.
• 7/30/2026 – O’Reilly Automotive had its price target lowered by Morgan Stanley from $112.00 to $108.00. They now have an “overweight” rating on the stock.
• 7/24/2026 – O’Reilly Automotive was given a new $100.00 price target by Wells Fargo & Company.
• 7/23/2026 – O’Reilly Automotive was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 7/22/2026 – O’Reilly Automotive was given a new $114.00 price target by DA Davidson. They now have a “buy” rating on the stock.
• 7/15/2026 – O’Reilly Automotive was given a new $98.00 price target by Wolfe Research.
• 7/13/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $113.00 price target on the stock.
• 7/7/2026 – O’Reilly Automotive had its “buy” rating reaffirmed by DA Davidson. They now have a $114.00 price target on the stock.

Insider Transactions at O’Reilly Automotive

In other news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. This trade represents a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 90,800 shares of company stock valued at $8,402,644 in the last 90 days. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.