Zacks Research Brokers Increase Earnings Estimates for ORLY

Key Points

• Zacks Research raised its FY2026 EPS estimate for O'Reilly Automotive to $3.32 from $3.27, slightly above the $3.31 consensus estimate. It also issued forecasts of $3.59 EPS for FY2027 and $4.00 for FY2028.
• O'Reilly reported quarterly EPS of $0.97, beating estimates of $0.93, while revenue of $5.12 billion topped expectations of $5.02 billion and increased 8.8% year over year.
• Analyst sentiment is broadly positive: MarketBeat reports a Moderate Buy consensus rating and an average price target of $108, based on 16 Buy, one Strong Buy, and three Hold ratings.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Analysts at Zacks Research boosted their FY2026 earnings per share (EPS) estimates for O'Reilly Automotive in a report issued on Wednesday, November 11th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings of $3.32 per share for the year, up from their previous forecast of $3.27. The consensus estimate for O'Reilly Automotive's current full-year earnings is $3.31 per share. Zacks Research also issued estimates for O'Reilly Automotive's Q2 2027 earnings at $0.92 EPS, FY2027 earnings at $3.59 EPS, Q1 2028 earnings at $0.93 EPS, Q2 2028 earnings at $1.02 EPS, Q3 2028 earnings at $1.07 EPS and FY2028 earnings at $4.00 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. O'Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The firm had revenue of $5.12 billion for the quarter, compared to analysts' expectations of $5.02 billion. During the same quarter in the prior year, the firm posted $0.85 earnings per share. O'Reilly Automotive's revenue for the quarter was up 8.8% compared to the same quarter last year.

Other equities research analysts have also issued reports about the company. Sanford C. Bernstein assumed coverage on O'Reilly Automotive in a research report on Tuesday, September 29th. They set a "market perform" rating and a $94.00 price target on the stock. Citigroup reaffirmed a "buy" rating and issued a $106.00 price objective (up from $104.00) on shares of O'Reilly Automotive in a report on Monday, August 3rd. TD Cowen lowered their target price on shares of O'Reilly Automotive from $117.00 to $110.00 and set a "buy" rating for the company in a research note on Friday, July 31st. Wells Fargo & Company increased their target price on shares of O'Reilly Automotive from $100.00 to $105.00 and gave the stock an "overweight" rating in a report on Thursday, October 29th. Finally, Roth Capital restated a "buy" rating and issued a $111.00 price target (up from $109.00) on shares of O'Reilly Automotive in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $108.00.

O'Reilly Automotive Trading Up 1.1%

Shares of ORLY opened at $91.56 on Friday. O'Reilly Automotive has a 52 week low of $82.59 and a 52 week high of $102.46. The firm has a market cap of $73.44 billion, a price-to-earnings ratio of 28.09, a PEG ratio of 2.15 and a beta of 0.55. The stock has a 50 day moving average of $87.52 and a 200-day moving average of $90.26.

Hedge Funds Weigh In On O'Reilly Automotive

Several institutional investors have recently modified their holdings of the company. BlackRock Inc. bought a new stake in O'Reilly Automotive in the 2nd quarter valued at about $5,950,042,000. Bank of New York Mellon Corp acquired a new position in O'Reilly Automotive during the 2nd quarter valued at about $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in O'Reilly Automotive by 1.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer's stock worth $859,169,000 after purchasing an additional 141,915 shares during the last quarter. Amundi grew its position in O'Reilly Automotive by 19.7% in the 1st quarter. Amundi now owns 8,497,984 shares of the specialty retailer's stock worth $784,449,000 after purchasing an additional 1,397,671 shares during the last quarter. Finally, Bank of America Corp DE bought a new position in O'Reilly Automotive in the 2nd quarter worth about $721,747,000. Institutional investors own 85.00% of the company's stock.

Insider Buying and Selling

In other news, Director Maria Sastre sold 1,200 shares of the stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $91.72, for a total transaction of $110,064.00. Following the sale, the director directly owned 13,770 shares in the company, valued at approximately $1,262,984.40. This represents a 8.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Larry Gray sold 7,750 shares of the firm's stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $90.22, for a total value of $699,205.00. Following the completion of the sale, the senior vice president directly owned 4,971 shares in the company, valued at approximately $448,483.62. This trade represents a 60.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 148,655 shares of company stock valued at $13,623,283 over the last quarter. Company insiders own 0.77% of the company's stock.

O'Reilly Automotive News Summary

Here's some of the latest news about ORLY:

• Positive Sentiment: Quarterly growth and outlook drew attention. A recent article points to Q3 growth and the company’s outlook as supportive factors. The supplied earnings background shows EPS of $0.97 versus $0.93 expected and revenue of $5.12 billion versus $5.02 billion expected, with sales up 8.8% year over year. O'Reilly Q3 growth and outlook article
• Positive Sentiment: Technical momentum improved. A report says ORLY moved above its 200-day moving average, a technical signal some investors may view favorably; it does not by itself establish a sustained trend. Article on ORLY crossing its 200-day moving average
• Neutral Sentiment: Valuation remains a counterpoint. One analysis describes O’Reilly as undervalued on some measures but questions whether its premium P/E multiple is justified. That leaves potential upside dependent on the company continuing to deliver growth. Valuation analysis of O'Reilly Automotive

About O'Reilly Automotive

O'Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops. The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers. Founded in 1957 by Charles F. O'Reilly and his son Charles H. O'Reilly, the company opened its first store in Springfield, Missouri.

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