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O'Reilly Automotive, Inc.
$86.05 0.23% today
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Why O'Reilly Automotive, Inc. (ORLY) stock moved

Updated Jul 20, 2026

O'Reilly Automotive, Inc. (ORLY) shares fell 0.2% to $86.05 as of July 20, 2026, a slight decline from the prior close of $86.25. BestStocks flagged the session as a major change for ORLY. No single company-specific catalyst was confirmed, so the move reads as a sector-wide move. Below, we break down what changed for ORLY, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

ORLY fell 0.2% to $86.05

ORLY fell 0.2% in its latest session, moving from $86.25 to $86.05.

RiskSector-Wide MoveWeak confidence
Rel. volume
0.8×
Below Avg
Vs peers
Top 1 of 7 peers
Outperforming
Market cap
$71.3B
NASDAQ Global Select
Analyst target
$110
+27.7% vs price
Price chart
Jun 22 – Jul 20
VVVFVVFVVVV$83$88$93Jun 22Jun 29Jul 7Jul 13Jul 20
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for O'Reilly Automotive, Inc. investors

For O'Reilly Automotive, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: O'Reilly Automotive, Inc. (ORLY) moved +4.25% from $82.73 to $86.25 on 2026-07-16; ORLY moved +2.86% from $84.24 to $86.65 on 2026-07-07. Weighing against that: Negative session, down 0.2%; O'Reilly Automotive, Inc. (ORLY) moved -6.66% from $90.25 to $84.24 on July 6, 2026, reaching a new 30-day low. Because peers moved similarly, the shift looks more macro- or sector-driven than a change in ORLY's fundamentals. Wall Street's consensus price target sits at $109.85, implying +27.7% upside from $86.05. BestStocks rates the overall signal quality weak (0/100). With earnings roughly 9 days out, the next report is the most likely near-term test of the move.

ORLY price reaction

ORLY last traded at $86.05, down $0.20 (-0.23%) from the previous close of $86.25. The session traded on 0.8× average volume (below avg), so participation was unremarkable. Its consumer cyclical peer group moved a median -1.0% over the same stretch, leaving ORLY ahead of the group by 0.8 points. Over the past month the stock has ranged between $82.73 and $92.69, and it currently sits about 33% of the way up that band.

Bullish and bearish analyst opinions on O'Reilly Automotive, Inc. (ORLY)

The consensus analyst price target on O'Reilly Automotive, Inc. (ORLY) is $109.85, 27.7% above the recent $86.05. Over the past 90 days analysts logged 0 upgrades, 8 maintains, and 0 downgrades. Here is how the bullish and bearish cases on ORLY line up.

The bullish case

  • Wall Street's consensus price target of $109.85 implies +27.7% upside from $86.05.
  • The Street's most bullish target is $115.00 (+33.6%).
  • O'Reilly Automotive, Inc. (ORLY) moved +4.25% from $82.73 to $86.25 on 2026-07-16.
  • ORLY moved +2.86% from $84.24 to $86.65 on 2026-07-07.

The bearish case

  • Negative session, down 0.2%.
  • O'Reilly Automotive, Inc. (ORLY) moved -6.66% from $90.25 to $84.24 on July 6, 2026, reaching a new 30-day low.
  • ORLY fell 3.25% to $89.67 intraday following an announcement of its Q2 2026 earnings release date.
Bull vs bear balanceBearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Jul 20, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $110+27.7%
= 8 maintains
DA Davidson maintained Buy · 2026-07-07
SEC filings watch
8-K2026-07-10
Material event — review for impact
high
8-K2026-07-01
Material event — review for impact
high
8-K2026-06-01
Material event — review for impact
high
8-K2026-05-18
Material event — review for impact
high
Peer context
ORLY-0.2%
WMT-0.6%
COST-0.5%
PG-1.0%
KO-4.0%
PEP-1.7%

Previous notable changes for ORLY

Activity2026-07-16+4.3%
O'Reilly Automotive, Inc. (ORLY) moved +4.25% from $82.73 to $86.25 on 2026-07-16. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The move appears to align with sector strength: seven consumer staples and discretionary peers including Coca-Cola (+2.21%), Procter & Gamble (+3.71%), Costco (+2.58%), and Starbucks (+2.07%) moved in the same direction on the same day.
Activity2026-07-15-3.5%
O'Reilly Automotive, Inc. (ORLY) moved -3.52% from $85.75 to $82.73 on 2026-07-15. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The move appears to be part of a sector-wide decline: six consumer discretionary and consumer staples peers (KO -2.14%, SBUX -2.08%, WMT -1.96%, MCD -2.81%) moved in the same direction. Volume was 2.1x the 5-day average, and ORLY reached a new 30-day low.
Filings2026-07-10+1.4%
O'Reilly Automotive, Inc. (ORLY) filed an 8-K on July 10, 2026. The filing details were not disclosed in available sources.
Activity2026-07-07+2.9%
ORLY moved +2.86% from $84.24 to $86.65 on 2026-07-07.
Upcoming catalysts & outlook
Next earnings
2026-07-29 (est.)
in 9 days
10-Q Filing (est.)
2026-08-07
Medium impact
Thesis shift
Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about ORLY

Why did O'Reilly Automotive, Inc. (ORLY) stock move?

ORLY fell 0.2% to $86.05. No single company-specific catalyst was confirmed during the move window, and it looks like a sector-wide move.

How much did ORLY stock fall?

ORLY lost 0.23% ($0.20) versus the prior close of $86.25, last trading at $86.05 on 0.8× average volume.

When is O'Reilly Automotive, Inc.'s next earnings date?

ORLY's next earnings report is estimated for 2026-07-29 — about 9 days away.

What is the analyst price target for ORLY?

The consensus analyst price target for ORLY is $109.85, about 27.7% above the current $86.05. Over the past 90 days, analysts recorded 0 upgrades, 8 maintains, and 0 downgrades.

Is the ORLY move company-specific or sector-wide?

BestStocks classifies it as a sector-wide move: the peer group moved a median -1.0% against ORLY's -0.2%. ORLY ranks top 1 of 7 peers.

How BestStocks tracks ORLY

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared ORLY-specific materiality thresholds, triggering an evidence check. It draws on 14 tracked change events for ORLY, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of July 20, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.