Why O'Reilly Automotive (ORLY) Stock Is Up Today

O'Reilly Automotive (ORLY) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be investor positioning ahead of O'Reilly's scheduled second-quarter 2026 earnings release on July 29, combined with expectations that results could land near the upper end of management's full-year outlook. The move also fits with continued confidence in the company's resilient auto-parts demand, recent guidance support, and aggressive share repurchases.

Details:

O'Reilly said on July 1 that it plans to release second-quarter 2026 results on Wednesday, July 29, with its conference call set for July 30.

A recent analyst note said O'Reilly is expected to deliver toward the upper end of its full-year guidance, even as second-quarter trends moderated somewhat.

In first-quarter 2026 results, the company posted 8.1% comparable-store sales growth, a 16% rise in diluted earnings per share, and updated full-year diluted EPS guidance to $3.15 to $3.25.

O'Reilly's board also approved an additional $2.0 billion for share repurchases on June 1, lifting the aggregate authorization to $31.75 billion, which can support sentiment around future per-share earnings growth.

Sources:

O'Reilly Auto Parts, SEC, Fidelity

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ORLY Insider Trading Activity

$ORLY insiders have traded $ORLY stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $ORLY stock by insiders over the last 6 months:

ROBERT ALLEN DUMAS (SVP OF EASTERN STORE OPS/SALES) sold 84,600 shares for an estimated $7,833,765
JOHN RAYMOND MURPHY sold 2,595 shares for an estimated $230,098
THOMAS HENDRICKSON sold 1,200 shares for an estimated $105,983
MARIA SASTRE sold 1,000 shares for an estimated $92,681

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ORLY Hedge Fund Activity

We have seen 622 institutional investors add shares of $ORLY stock to their portfolio, and 786 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 6,392,243 shares (-43.3%) from their portfolio in Q1 2026, for an estimated $587,511,054
NUVEEN, LLC added 3,721,733 shares (+32.8%) to their portfolio in Q1 2026, for an estimated $342,064,480
PRINCIPAL FINANCIAL GROUP INC removed 3,560,471 shares (-16.5%) from their portfolio in Q1 2026, for an estimated $327,242,889
FMR LLC removed 3,216,619 shares (-14.9%) from their portfolio in Q1 2026, for an estimated $295,639,452
WINSLOW CAPITAL MANAGEMENT, LLC added 2,936,318 shares (+19799.9%) to their portfolio in Q1 2026, for an estimated $269,876,987
AKRE CAPITAL MANAGEMENT LLC removed 2,834,006 shares (-42.2%) from their portfolio in Q1 2026, for an estimated $260,473,491
JENNISON ASSOCIATES LLC removed 2,723,982 shares (-22.7%) from their portfolio in Q1 2026, for an estimated $250,361,185

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ORLY Congressional Stock Trading

Members of Congress have traded $ORLY stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ORLY stock by members of Congress over the last 6 months:

REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 04/24, 03/19.
SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/30, 03/27 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ORLY Analyst Ratings

Wall Street analysts have issued reports on $ORLY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Mizuho issued a "Outperform" rating on 05/08/2026
RBC Capital issued a "Outperform" rating on 01/30/2026

To track analyst ratings and price targets for $ORLY, check out Quiver Quantitative's $ORLY forecast page.

$ORLY Price Targets

Multiple analysts have issued price targets for $ORLY recently. We have seen 10 analysts offer price targets for $ORLY in the last 6 months, with a median target of $112.0.

Here are some recent targets:

Michael Baker from DA Davidson set a target price of $114.0 on 07/07/2026
David Bellinger from Mizuho set a target price of $110.0 on 05/08/2026
Greg Melich from Evercore ISI Group set a target price of $115.0 on 05/01/2026
Steven Zaccone from Citigroup set a target price of $115.0 on 05/01/2026
Max Rakhlenko from TD Cowen set a target price of $117.0 on 05/01/2026
Michael Lasser from UBS set a target price of $120.0 on 05/01/2026
Zachary Fadem from Wells Fargo set a target price of $110.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.