Everything feels a bit upside down in the retail world lately, but O'Reilly Automotive usually stays the course. Today, the market is humming. As of mid-day trading on Friday, January 16, 2026, the o'reilly stock price today is sitting around $94.19. That’s a modest jump of about 0.59% from yesterday's close.
It’s not a massive moonshot.
But for a company with a market cap flirting with $80 billion, these "boring" green days are exactly what long-term holders look for. If you’ve been watching the ticker (ORLY) since the opening bell, you saw it start at $93.47 and dip slightly before buyers stepped in to push it toward a daily high of $94.27.
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Honestly, the stock has been on a bit of a rollercoaster recently. Just yesterday, it took a 1.45% hit, sliding from over $95 down to $93.64. Volatility happens. Even the "steady eddies" of the S&P 500 get shaky when macro fears about consumer spending start hitting the headlines.
What’s Actually Moving the O'Reilly Stock Price Today?
Investors are currently playing a waiting game. The big catalyst on the horizon is February 4, 2026. That is when O'Reilly is scheduled to drop its fourth-quarter and full-year 2025 earnings report.
Wall Street analysts are currently betting on an EPS (earnings per share) of $0.72.
Compare that to the $0.66 they pulled in during the same quarter last year, and you start to see why the sentiment remains mostly "Strong Buy." There’s a consistent growth story here that’s hard to ignore. Brad Beckham, the CEO, has been vocal about their "dual-market" strategy—basically, they sell to both the DIY crowd and the professional mechanics.
When the economy is great, people pay pros to fix their cars. When things get tight? They buy the parts and do it themselves in the driveway.
It’s a win-win for the company.
The Aging Fleet Factor
There is a specific detail most casual observers miss. The average age of cars on American roads has hit an all-time high. We're talking roughly 12.5 years. New cars are expensive. Interest rates, while fluctuating, haven't made it easy for everyone to just go grab a 2026 model off the lot.
So, people keep their old beaters.
Those beaters need alternators. They need brake pads. They need those little plastic clips that always snap off for no reason. O'Reilly has built a massive logistics network to make sure those parts are in stock right now. In the world of "I need my car to get to work tomorrow," speed beats a cheaper price on a website every single time.
Analyst Sentiment and the $112 Target
If you look at the consensus, the "o'reilly stock price today" looks undervalued to many of the big firms. Out of about 28 analysts covering the stock, roughly 21 of them have it labeled as a "Strong Buy."
The average price target? Somewhere around $111.48 to $112.00.
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That implies a potential upside of about 18% or 19% from where we are right now. Max Rakhlenko over at TD Cowen is even more bullish, with some targets stretching toward $125. On the flip side, some bears are worried about the P/E ratio, which is currently sitting around 32.6. That’s historically a bit high for O'Reilly.
It suggests that a lot of the future growth is already "priced in."
If the company misses its earnings targets even by a penny in February, the market might punish them. It’s the classic high-expectations trap. You've seen it happen to big tech stocks, and retail isn't immune.
Recent Trading Performance at a Glance
To get a feel for the momentum, look at the last few days:
- January 15: Closed at $93.64 (Down 1.45%)
- January 14: Closed at $95.02 (Up 0.41%)
- January 12: Closed at $95.60 (Up 1.92%)
- January 9: Closed at $93.80 (Up 2.37%)
The stock is currently trading about 13% below its 52-week high of $108.72. For some traders, that gap is a "buy the dip" signal. For others, it’s a sign that the momentum has peaked.
Is the Competition Catching Up?
You can't talk about O'Reilly without mentioning AutoZone (AZO). They are the Pepsi and Coke of the car world.
Last month, AutoZone’s earnings were a bit of a mixed bag, which actually dragged ORLY down by association. But there's a nuance here. O'Reilly has been growing its "Commercial" (professional) segment faster than its peers. This professional side is stickier. Mechanics are loyal to the guys who deliver the parts the fastest so they can clear their bays.
O'Reilly's operating margin improved by about 20 basis points recently, which is a fancy way of saying they are getting better at keeping their own costs down while still selling more.
Actionable Insights for Investors
So, what do you actually do with this information?
First, ignore the daily noise. The o'reilly stock price today is just a snapshot. If you are looking for a quick flip, the volatility around the $94 mark is risky.
However, if you're looking at the fundamental "aging car" trend, the upcoming earnings call on February 4th is the real date to watch. Keep an eye on the "Comparable Store Sales" (comps). In the last report, they raised their guidance to a 4.0% to 5.0% range. If they hit the high end of that, the stock could easily make a run back toward $100 before spring.
Another thing to watch is the share buyback program. O'Reilly is a "cannibal" in the best way—they constantly use their extra cash to buy back their own stock, which makes each remaining share more valuable. It’s a strategy that has worked for them for over 30 years.
If you’re considering an entry, many experts suggest "dollar-cost averaging" rather than dumping a whole position in at once, especially with the P/E ratio sitting at a premium.
Watch the $91 support level. If it breaks below that, we might see a test of the $80 lows from last year. But as long as it stays above $93, the technical uptrend remains intact.
The bottom line is simple: people are driving more, their cars are getting older, and O'Reilly is the one holding the wrenches. That’s a hard business model to break.