8legs: O'reilly automotive, inc.

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#1 out of 3

ORLY fell about 10.2% in the month after its Q1 2026 earnings, signaling investor concern despite a strong report.
Q1 2026 adjusted EPS reached 72 cents, beating the Zacks consensus by 4.18%.
Revenue for the quarter was $4.56 billion, above the consensus by 2.1%.
The company reaffirmed its full-year guidance, including 225–235 new stores.
Cash flow remained strong, with operating cash flow around $1.03 billion in Q1 2026.
Gross margin held firm at about 51.5% of sales, signaling pricing discipline.
Total debt and inventory rose as ORLY expanded stores and supported higher service levels.
The professional channel continued to drive growth, totaling $2.29 billion in sales.
O'Reilly kept its annual tax rate guidance and capital return plan unchanged.
Analysts have shifted estimates higher since the earnings release, though the trend is mixed.

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#2 out of 3

Intech Investment Management LLC boosted its ORLY stake by 30.1% in Q4, totaling 174,065 shares worth about $15.88 million.
O'Reilly Automotive beat earnings with EPS of $0.72 on $4.56B revenue and guided FY 2026 EPS of $3.15–$3.25.
Insiders sold about 104,530 ORLY shares in the last three months.
CEO Brad W. Beckham sold 13,635 ORLY shares, reducing ownership by 52.68%.
Director John Raymond Murphy sold 2,595 ORLY shares in May.
Analysts gave ORLY a Moderate Buy rating with a $112.25 average price target.
MarketBeat notes additional hedge funds increasing ORLY stakes in recent quarters.
O'Reilly stock opened around $86.88 with a 50- and 200-day moving average near $91.86 and $94.06.
MarketBeat references further research and analyst coverage on ORLY.

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#3 out of 3

National Pension Service raised its ORLY stake by 1.8% in the fourth quarter, bringing holdings to 2.13 million shares worth about $194.1 million.
Insiders, including SVPs Hopper and Dumas, sold a combined 104,530 ORLY shares last quarter, signaling insider dispositions.
Analysts maintain a Moderate Buy on ORLY with an average price target of $112.25 as the stock nears its 52-week low.
MarketBeat notes a broad institutional ownership with 85% of ORLY stock held by institutions.
O'Reilly Automotive reported recent quarter results with $0.72 EPS, topping estimates by $0.03.
UBS, RBC, Truist and other analysts recently issued higher targets or ratings on ORLY, supporting bullish sentiment.
MarketBeat highlights the stock’s 52-week performance as a context for current activity.
The alert is part of MarketBeat's broader coverage of 13F filings and institutional moves.
MarketBeat reports additional insider activity and competitor moves to give a full context of ORLY's current environment.
MarketBeat compiles data from 13F filings to present a consensus view on ORLY's outlook.
MarketBeat offers readers access to additional stock ideas and research tools.

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