$ORLY

O REILLY AUTOMOTIVE INC

1
0
0
$463K
SASTRE MARIA
0%
See all $ORLY insider activity →
High

Is Wall Street Bullish or Bearish on O'Reilly Automotive Stock?

O'Reilly Automotive (ORLY) has underperformed the market and retail ETFs over the past year due to softening DIY demand and higher costs. Q2 earnings beat estimates, but guidance was cautious. Analysts mostly rate it 'Strong Buy' with a mean price target of $108.61, implying 21.3% upside.

O'Reilly Automotive Prices $1.6 Billion in Senior Notes, Extending Debt Profile to 2037 — BigGo Finance

O'Reilly Automotive (ORLY) issued $1.6 billion in senior unsecured notes with maturities in 2029, 2031, and 2037, extending its debt profile. The notes have coupons ranging from 4.800% to 5.550% and were issued at a slight discount. The company plans to use the funds for growth initiatives and share repurchases, while analysts debate the sustainability of its debt-funded strategy.

O'Reilly Automotive (ORLY) Completes $1.6 Billion Senior Notes Offering

O'Reilly Automotive (ORLY) has completed a $1.6 billion senior notes offering. The article discusses how such debt headlines can impact investment decisions regarding the company's future cash generation and capital allocation. It encourages readers to follow updates on O'Reilly Automotive's investment narrative. The analysis is based on historical data and analyst forecasts, and does not constitute financial advice.

ORLY sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning ORLY (O REILLY AUTOMOTIVE INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent ORLY coverage spans earnings, corporate actions and insider activity.

In the last 30 days, ORLY insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($463K). The most active reporter was SASTRE MARIA with 1 filing.

What's driving ORLY

  • Earnings beat and raised guidance may support upside to price targets.

    barchart.com · Aug 27, 2026

  • The new fixed‑rate debt adds leverage but locks in financing costs, influencing credit risk and equity valuation.

    finance.biggo.com · Aug 21, 2026

  • The new debt increases leverage but provides cash for future investments or share buybacks.

    finance.yahoo.com · Aug 21, 2026

  • Advance Auto Parts (AAP) shares dropped 21% after Q2 2026 results showed a revenue miss of $2B vs. $2.04B estimate, despite an earnings beat boosted by a $26M tariff refund. Comparable sales fell 0.5%. AutoZone (AZO) and O'Reilly (ORLY) also declined due to broader sector concerns about DIY demand.

    yahoo.com · Aug 20, 2026

  • Routine insider selling with no 10b5-1 plan disclosed; likely limited incremental signal for ORLY fundamentals.

    SEC EDGAR · Aug 14, 2026

alphai scores every news story that mentions ORLY with an AI model for sentiment and relevance, and aggregates insider trades from O REILLY AUTOMOTIVE INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ORLY

Score
$ORLYMedAI 8/10

O'Reilly Automotive Prices $1.6 Billion in Senior Notes, Extending Debt Profile to 2037 — BigGo Finance

O'Reilly Automotive (ORLY) issued $1.6 billion in senior unsecured notes with maturities in 2029, 2031, and 2037, extending its debt profile. The notes have coupons ranging from 4.800% to 5.550% and were issued at a slight discount. The company plans to use the funds for growth initiatives and share repurchases, while analysts debate the sustainability of its debt-funded strategy.

$ORLYHighAI 9/10

O'Reilly Automotive (ORLY) Completes $1.6 Billion Senior Notes Offering

O'Reilly Automotive (ORLY) has completed a $1.6 billion senior notes offering. The article discusses how such debt headlines can impact investment decisions regarding the company's future cash generation and capital allocation. It encourages readers to follow updates on O'Reilly Automotive's investment narrative. The analysis is based on historical data and analyst forecasts, and does not constitute financial advice.

$ORLYLow

O REILLY AUTOMOTIVE INC (ORLY): Entry into a Material Definitive Agreement

O REILLY AUTOMOTIVE INC (ORLY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. On August 14, 2026 (the “Closing Date”), O’Reilly Automotive, Inc. (the “Company”) issued and sold (i) $700,000,000 aggregate principal amount of the Company’s 4.800% Senior Notes due 2029 (the “2029 Notes”), (ii) $500,000,00

$ORLYMed

O REILLY AUTOMOTIVE INC (ORLY): Entry into a Material Definitive Agreement

O REILLY AUTOMOTIVE INC (ORLY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Underwriting Agreement On August 10, 2026, O’Reilly Automotive, Inc. (the “Company”) entered into an Underwriting Agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC, Truist Securities, Inc. and Wells Far

$ORLYMed

ORLY Q2 Deep Dive: Market Share Gains Amid Cautious Industry Outlook

O’Reilly Automotive reported Q2 revenue of $4.89B, slightly above analysts’ $4.86B estimate, with GAAP EPS of $0.86 in line. Same-store sales rose 6% and the company opened 110 net new stores, lifting full-year revenue guidance to $19.05B and GAAP EPS guidance to $3.25. Management cited share gains, cautious DIY demand, and supply chain investments.

O’Reilly Automotive (ORLY) Raises Guidance—Can Margins Keep Up With Growth?

O’Reilly Automotive (ORLY) reported Q2 2026 sales up 8% to $4.89B and gross profit up 8% to $2.52B, with gross margin steady at 51.4%. Net income rose 7% to $715.1M. The company raised 2026 revenue guidance to $18.9B-$19.2B and operating margin to 19.3%-19.8%. Morgan Stanley and DA Davidson cut price targets to $108 and $106. ORLY also opened 110 net new stores and repurchased $1.51B of shares.

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