Evercore ISI Group Cuts ORLY Price Target to $110
Key Points
- Evercore ISI Group reduced its price target for O'Reilly Automotive to $110, down from $115, as of October 26, 2026.
- Evercore ISI Group's $110 price target implies 22.33% upside from O'Reilly Automotive, Inc.'s ($ORLY) current $89.92 share price.
- As of October 26, 2026, O'Reilly Automotive shares recently traded around $89.92, which is 1.2% below the closing price of $91.02.
- The stock has a P/E ratio of 28.5 and a forward P/E of 24.6, with the next earnings report scheduled for October 28, 2026.
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On October 26, 2026, Evercore ISI Group lowered its price target for O'Reilly Automotive, Inc. (ORLY) to $110 from $115 while keeping an Outperform rating. This change was reported in their latest research note on the same day.
O'Reilly Automotive operates as a retailer and supplier of automotive aftermarket parts and accessories, serving customers across the United States and beyond. The reduction in the price target reflects Evercore's updated view on the stock's potential performance.
ORLY
O'Reilly Automotive, Inc.
Evercore ISI Group vs. the S&P 500
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Other Institutional Activity in O'Reilly Automotive
Howland Capital Management grew its holdings in O'Reilly Automotive by 11,528 shares, bringing its total to 506,740 shares valued at about $43.3 million. In contrast, Principal Financial Group, Inc. reduced its stake by 3,856,949 shares, leaving it with 14,208,385 shares worth approximately $1.29 billion.
O'Reilly Automotive, Inc. Stock Down 2.3%
O'Reilly Automotive shares recently traded around $89.92, which is 1.2% below the closing price of $91.02 on October 26, 2026. The stock is currently above its 50-day moving average of $87.29 but below its 200-day average of $90.65. It remains about 12.2% below its 52-week high of $102.46.
$ORLY price target
O'Reilly Automotive, Inc. daily closes and this analyst's $110 target. Not advice.
Recent Earnings
O'Reilly Automotive reported trailing twelve-month revenue of approximately $18.57 billion and an EPS of $3.15. The company's revenue growth year-over-year stands at 8.1%. The next earnings report is set for October 28, 2026.
Insider Buying and Selling at O'Reilly Automotive, Inc.
Several insiders sold shares earlier this year. Thomas T. Hendrickson, a director, sold 1,200 shares for about $105,984 on May 29, 2026. Christopher Andrew Mancini, an officer, sold 3,000 shares for approximately $279,000 on August 12, 2026. Maria Amalia Sastre, another director, sold 2,000 shares for about $183,707 on the same day. Hendrickson also sold 1,000 shares on August 28, 2026, for about $87,831.
Analysts Set New Price Targets
On October 26, 2026, Evercore ISI Group maintained its Outperform rating on O'Reilly Automotive while lowering its price target to $110 from $115. Prior to this, RBC Capital maintained its Outperform rating with a target of $111 on October 20, 2026. The consensus among analysts gives O'Reilly a mean price target of $106.88, with 25 analysts providing opinions, indicating a buy recommendation.
About O'Reilly Automotive
O'Reilly Automotive, Inc. is a leading retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories. The company serves customers in the U.S., Puerto Rico, Mexico, and Canada. The recent changes in analyst ratings and targets reflect ongoing assessments of the company's market position and performance potential.
Bottom Line
Investors should keep an eye on O'Reilly Automotive's upcoming earnings report on October 28, 2026, as well as any further analyst updates. The lowered price target from Evercore ISI Group may influence trading sentiment in the interim.
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Source: Evercore ISI Group's rating change on $ORLY (Oct 26, 2026). Written by software, not financial advice. How we make alerts