What is Zacks Research's Estimate for ORLY Q1 Earnings?

Key Points

• Analysts at Zacks Research have lowered their Q1 2026 earnings per share (EPS) estimate for O'Reilly Automotive to $0.71, down from a previous estimate of $0.72.
• O'Reilly Automotive reported an EPS of $0.78 for the most recent quarter, matching analysts' expectations, but showed a decline in net earnings compared to the same quarter last year.
• The company has received numerous upgrades from various analysts, with DA Davidson raising their target price from $107 to $115, while overall, O'Reilly has a strong consensus rating of "Buy."

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for O'Reilly Automotive in a research note issued to investors on Wednesday, August 6th. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings per share of $0.71 for the quarter, down from their prior forecast of $0.72. The consensus estimate for O'Reilly Automotive's current full-year earnings is $43.94 per share.

Several other brokerages have also recently weighed in on ORLY. UBS Group lifted their price target on O'Reilly Automotive from $105.00 to $115.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Mizuho lifted their price target on O'Reilly Automotive from $93.33 to $96.33 and gave the company an "outperform" rating in a research report on Friday, April 25th. Evercore ISI lifted their price target on O'Reilly Automotive from $108.00 to $110.00 and gave the company an "outperform" rating in a research report on Tuesday. Citigroup lifted their price target on O'Reilly Automotive from $104.00 to $114.00 and gave the company a "buy" rating in a research report on Friday, July 25th. Finally, DA Davidson lifted their price target on O'Reilly Automotive from $107.00 to $115.00 and gave the company a "buy" rating in a research report on Friday, July 25th. Two equities research analysts have rated the stock with a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $103.38.

O'Reilly Automotive Stock Performance

NASDAQ:ORLY traded down $0.31 during trading hours on Monday, reaching $101.19. The stock had a trading volume of 636,074 shares, compared to its average volume of 5,630,118. The stock has a 50 day simple moving average of $94.08 and a 200 day simple moving average of $91.65. O'Reilly Automotive has a 12-month low of $73.11 and a 12-month high of $104.86. The stock has a market cap of $85.86 billion, a P/E ratio of 36.19, a price-to-earnings-growth ratio of 2.71 and a beta of 0.56.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.78. O'Reilly Automotive had a negative return on equity of 181.53% and a net margin of 14.15%. The business had revenue of $4.53 billion during the quarter, compared to the consensus estimate of $4.54 billion. During the same period last year, the business posted $10.55 earnings per share. The business's revenue for the quarter was up 5.9% on a year-over-year basis.

Institutional Investors Weigh In On O'Reilly Automotive

Hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in O'Reilly Automotive by 1,404.9% during the 2nd quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer's stock valued at $7,105,396,000 after acquiring an additional 73,596,571 shares during the period. State Street Corp boosted its holdings in O'Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer's stock valued at $3,351,014,000 after acquiring an additional 34,740,553 shares during the period. Geode Capital Management LLC boosted its holdings in O'Reilly Automotive by 1,443.1% during the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer's stock valued at $2,130,866,000 after acquiring an additional 22,144,563 shares during the period. Bank of New York Mellon Corp boosted its holdings in O'Reilly Automotive by 1,317.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer's stock valued at $1,590,894,000 after acquiring an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC boosted its holdings in O'Reilly Automotive by 1,820.9% during the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer's stock valued at $1,272,363,000 after acquiring an additional 13,382,074 shares during the period. Institutional investors own 85.00% of the company's stock.

Insider Activity

In other O'Reilly Automotive news, SVP Mark Joseph Merz sold 5,050 shares of O'Reilly Automotive stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $99.07, for a total transaction of $500,303.50. Following the completion of the sale, the senior vice president owned 2,876 shares of the company's stock, valued at $284,925.32. The trade was a 63.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ramon Parises Odems sold 30,000 shares of O'Reilly Automotive stock in a transaction dated Friday, May 30th. The stock was sold at an average price of $90.70, for a total value of $2,720,900.00. Following the sale, the senior vice president directly owned 240 shares of the company's stock, valued at approximately $21,767.20. This trade represents a 99.21% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 69,840 shares of company stock valued at $6,629,176. 1.01% of the stock is owned by insiders.

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.