You've probably noticed the screens turning red if you were tracking the o'reilly auto parts stock quote today. As of mid-January 2026, O'Reilly Automotive Inc. (ORLY) is trading around $93.64, down roughly 1.45% in a single session. On the surface, it looks like a bad day at the office. But honestly, if you’ve followed this company for more than a week, you know a single day's dip rarely tells the whole story of this aftermarket giant.
The stock has been a beast over the last decade. Just look back to September 2025, when it hit an all-time high of $107.82. Since then, it’s been a bit of a tug-of-war between stellar earnings and a market that’s suddenly getting very picky about valuations.
The Numbers Behind the O'Reilly Auto Parts Stock Quote
The current P/E ratio is sitting right around 32.4. Compare that to its 10-year historical average of 23.6, and you start to see why some institutional players are sweating. It’s expensive. You're basically paying a premium for a company that hasn't missed a beat in 32 years.
Revenue for the third quarter of 2025 came in at a staggering $4.71 billion, up 8% from the previous year. What really caught my eye, though, was the 5.6% jump in comparable store sales. In a world where everyone is worried about the "DIY" consumer pulling back because of inflation, O'Reilly is still getting people through the door.
Why the Price is Wobbling Right Now
There’s a lot of noise in the 2026 market. We’ve seen some massive shifts in how hedge funds are playing the sector. For instance, Vanguard Group recently blew up its position, acquiring over 73 million additional shares. At the same time, some insiders have been selling off chunks of their holdings.
📖 Related: Who Bought TikTok After the Ban: What Really Happened
- Valuation Stretch: The stock is roughly 38% above its 10-year P/E average.
- SG&A Pressure: Selling and administrative expenses grew 8% recently, which is slightly faster than revenue. That makes investors nervous about "margin creep."
- The "DIY" Fatigue: Management admits that while the professional side of the business is booming, regular folks are deferring those big-ticket car repairs because groceries are too expensive.
What Most People Get Wrong About ORLY
People see a retail stock and think it lives and dies by the mall. O'Reilly isn't a mall store. It’s a logistics company masquerading as a retail shop.
The secret sauce is their "dual-market strategy." They serve the guy fixing his truck in the driveway (DIY) and the professional mechanic who needs a water pump delivered in 20 minutes (DIFM). The professional side saw a 7% increase last year. Why? Because cars are getting older. The average age of a vehicle on U.S. roads is now well over 12 years.
Old cars break. It's a simple, beautiful reality for the o'reilly auto parts stock quote.
Looking Ahead to February 2026
The big catalyst is right around the corner. O'Reilly is scheduled to drop its Q4 and full-year 2025 results on February 4, 2026.
👉 See also: What People Usually Miss About 1285 6th Avenue NYC
Analysts are expecting an EPS (Earnings Per Share) of about $0.83 for that quarter. If they beat that—and they usually do—the current $93 price point might look like a bargain in hindsight. They’ve already raised their full-year guidance for 2025 to a range of 4% to 5% for comparable store sales. That’s a bold move when your competitors are barely treading water.
Expansion and the Canadian Frontier
One thing the casual observer misses is the 2026 expansion plan. O'Reilly is targeting up to 235 new store openings this year. They aren't just sticking to the lower 48 either; they are pushing hard into Mexico and making their first serious moves into the Canadian market.
This isn't cheap. They’re building massive new distribution centers in Virginia and Texas to support this. While these "capital expenditures" (CapEx) eat into the immediate cash flow, they are the reason O'Reilly can deliver a part faster than Amazon ever could.
Is it a Buy at $93?
Honestly, it depends on your stomach for "premium" prices. Bulls will point to the $2.0 billion share repurchase program the board just authorized. When a company buys back its own stock at this scale, it’s usually because they think the market is underestimating them.
✨ Don't miss: What is the S\&P 500 Doing Today? Why the Record Highs Feel Different
Bears, on the other hand, will point to the 0.62 beta. This stock doesn't move as fast as the tech giants, and if the general economy hits a wall, the high valuation could lead to a sharper correction than we saw today.
Actionable Insights for Investors
If you're looking at the o'reilly auto parts stock quote as a potential entry point, don't just stare at the daily candle.
- Watch the February 4th Earnings: Pay close attention to the "Professional/Commercial" sales growth. If that stays above 5%, the company's core engine is healthy.
- Monitor the Margin: If SG&A expenses continue to outpace revenue growth, expect the stock to trade sideways or dip into the high $80s.
- Check the "Age of Fleet" Data: As long as new car prices stay high and people keep driving their 2014 Camrys, O'Reilly has a built-in customer base that has to buy their products.
The smart play here is usually watching the pullbacks. O'Reilly has built a reputation as a "compounding machine." It doesn't pay a dividend, because it's too busy using that cash to buy back shares and build more stores. For the long-term holder, the current volatility is often just a footnote in a much longer success story.
Keep an eye on the $112.05 consensus price target set by analysts for 2026. If the company hits its expansion goals in Canada and keeps the professional mechanics happy, that target might actually be conservative.
Check the live ticker before making any moves, as the market is currently reacting to broader inflationary data that could swing the price another 2-3% before the week is out. Follow the quarterly 10-Q filings directly from the SEC or the O'Reilly investor relations page to see if the share buybacks are accelerating at these lower price levels.