Equities Analysts Set Expectations for ORLY Q1 Earnings

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Analysts at Zacks Research lifted their Q1 2026 earnings per share estimates for O'Reilly Automotive in a report issued on Monday, June 16th. Zacks Research analyst R. Department now forecasts that the specialty retailer will earn $0.72 per share for the quarter, up from their previous forecast of $0.72. The consensus estimate for O'Reilly Automotive's current full-year earnings is $43.94 per share. Zacks Research also issued estimates for O'Reilly Automotive's Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.86 EPS, Q4 2026 earnings at $0.80 EPS, FY2026 earnings at $3.21 EPS, Q1 2027 earnings at $0.81 EPS and FY2027 earnings at $3.55 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last posted its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 earnings per share for the quarter, missing analysts' consensus estimates of $0.66 by ($0.04). O'Reilly Automotive had a negative return on equity of 167.25% and a net margin of 14.10%. The business had revenue of $4.14 billion for the quarter, compared to the consensus estimate of $4.18 billion. During the same period last year, the firm earned $0.61 earnings per share. The company's quarterly revenue was up 4.0% on a year-over-year basis.

Several other equities analysts have also weighed in on ORLY. Wall Street Zen raised O'Reilly Automotive from a "hold" rating to a "buy" rating in a research note on Thursday, April 3rd. UBS Group boosted their target price on O'Reilly Automotive from $102.33 to $105.33 and gave the stock a "buy" rating in a research report on Thursday, April 24th. Guggenheim restated a "buy" rating and set a $98.33 target price on shares of O'Reilly Automotive in a research report on Monday, March 10th. Mizuho boosted their target price on O'Reilly Automotive from $93.33 to $96.33 and gave the stock an "outperform" rating in a research report on Friday, April 25th. Finally, DA Davidson boosted their target price on O'Reilly Automotive from $101.67 to $106.67 and gave the stock a "buy" rating in a research report on Friday, April 25th. Two investment analysts have rated the stock with a hold rating, fifteen have given a buy rating and two have issued a strong buy rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus price target of $94.30.

O'Reilly Automotive Trading Up 1.6%

Shares of NASDAQ:ORLY traded up $1.37 during midday trading on Thursday, hitting $89.69. The company had a trading volume of 9,217,561 shares, compared to its average volume of 5,546,327. O'Reilly Automotive has a 12 month low of $67.24 and a 12 month high of $97.22. The firm has a fifty day simple moving average of $91.20 and a 200 day simple moving average of $88.03. The stock has a market cap of $76.67 billion, a price-to-earnings ratio of 32.97, a PEG ratio of 2.44 and a beta of 0.60.

Insiders Place Their Bets

In other news, SVP Ramon Parises Odems sold 30,000 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, May 30th. The shares were sold at an average price of $90.70, for a total value of $2,720,900.00. Following the sale, the senior vice president now directly owns 240 shares in the company, valued at $21,767.20. This trade represents a 99.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Najera Jose A. Montellano sold 285 shares of the stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $90.13, for a total value of $25,686.29. The disclosure for this sale can be found here. Insiders sold a total of 33,285 shares of company stock valued at $3,022,386 in the last quarter. 1.01% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in O'Reilly Automotive by 1.5% during the first quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer's stock valued at $7,504,421,000 after purchasing an additional 75,125 shares during the last quarter. Wellington Management Group LLP boosted its position in O'Reilly Automotive by 20.8% during the first quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer's stock valued at $2,757,148,000 after purchasing an additional 330,964 shares during the last quarter. GAMMA Investing LLC boosted its position in O'Reilly Automotive by 175,115.6% during the first quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer's stock valued at $2,610,507,000 after purchasing an additional 1,821,202 shares during the last quarter. FMR LLC boosted its position in O'Reilly Automotive by 0.8% during the fourth quarter. FMR LLC now owns 1,443,540 shares of the specialty retailer's stock valued at $1,711,750,000 after purchasing an additional 11,039 shares during the last quarter. Finally, Invesco Ltd. raised its stake in O'Reilly Automotive by 6.2% in the fourth quarter. Invesco Ltd. now owns 799,848 shares of the specialty retailer's stock valued at $948,460,000 after buying an additional 46,979 shares during the period. 85.00% of the stock is owned by institutional investors and hedge funds.

O'Reilly Automotive Company Profile

O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.