Q1 EPS Estimate for O'Reilly Automotive Raised by Analyst

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Zacks Research increased their Q1 2026 earnings estimates for shares of O'Reilly Automotive in a report released on Monday, June 16th. Zacks Research analyst R. Department now expects that the specialty retailer will post earnings of $0.72 per share for the quarter, up from their previous estimate 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.

ORLY has been the subject of a number of other research reports. DA Davidson boosted their price objective on shares of O'Reilly Automotive from $101.67 to $106.67 and gave the company a "buy" rating in a report on Friday, April 25th. Morgan Stanley reissued an "overweight" rating on shares of O'Reilly Automotive in a report on Thursday, April 24th. Barclays boosted their target price on shares of O'Reilly Automotive from $83.33 to $86.00 and gave the company an "equal weight" rating in a research report on Monday, April 28th. Wells Fargo & Company boosted their target price on shares of O'Reilly Automotive from $95.00 to $103.33 and gave the company an "overweight" rating in a research report on Wednesday, April 16th. Finally, Wall Street Zen upgraded shares of O'Reilly Automotive from a "hold" rating to a "buy" rating in a research report on Thursday, April 3rd. Two equities research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average price target of $94.30.

O'Reilly Automotive Stock Down 0.5%

NASDAQ ORLY opened at $88.32 on Thursday. The company has a market capitalization of $75.50 billion, a P/E ratio of 32.46, a P/E/G ratio of 2.42 and a beta of 0.60. O'Reilly Automotive has a 12-month low of $67.24 and a 12-month high of $97.22. The firm has a 50-day moving average price of $91.33 and a two-hundred day moving average price of $87.91.

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

Insider Buying and Selling

In related news, SVP Najera Jose A. Montellano sold 285 shares of the company's stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $90.13, for a total transaction of $25,686.29. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Ramon Parises Odems sold 30,000 shares of the company's stock in a transaction that occurred on Friday, May 30th. The shares were sold at an average price of $90.70, for a total transaction of $2,720,900.00. Following the completion of the transaction, the senior vice president now owns 240 shares of the company's stock, valued at approximately $21,767.20. This trade represents a 99.21% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 33,285 shares of company stock worth $3,022,386 in the last three months. 1.01% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On O'Reilly Automotive

Several institutional investors and hedge funds have recently added to or reduced their stakes in ORLY. Bank of Jackson Hole Trust acquired a new position in O'Reilly Automotive in the 1st quarter valued at approximately $25,000. HWG Holdings LP acquired a new position in O'Reilly Automotive in the 1st quarter valued at approximately $26,000. Lee Danner & Bass Inc. acquired a new position in O'Reilly Automotive in the 4th quarter valued at approximately $28,000. HighMark Wealth Management LLC increased its position in O'Reilly Automotive by 185.7% in the 1st quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer's stock valued at $29,000 after acquiring an additional 13 shares during the period. Finally, Elequin Capital LP acquired a new position in O'Reilly Automotive in the 1st quarter valued at approximately $30,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

About O'Reilly Automotive

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.

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