Zacks Research Issues Optimistic Forecast for ORLY Earnings

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Investment analysts at Zacks Research boosted their Q2 2025 earnings per share (EPS) estimates for shares of O'Reilly Automotive in a research note issued on Wednesday, May 7th. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings of $11.51 per share for the quarter, up from their previous estimate of $11.35. 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 Q3 2025 earnings at $11.90 EPS and Q4 2025 earnings at $10.26 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $9.84 by ($0.49). O'Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%. The firm had revenue of $4.14 billion during the quarter, compared to analyst estimates of $4.18 billion. During the same period in the prior year, the business posted $9.20 EPS. The firm's quarterly revenue was up 4.0% compared to the same quarter last year.

A number of other equities analysts have also recently issued reports on the stock. UBS Group upped their price objective on shares of O'Reilly Automotive from $1,535.00 to $1,580.00 and gave the stock a "buy" rating in a research report on Thursday, April 24th. BMO Capital Markets boosted their price target on shares of O'Reilly Automotive from $1,450.00 to $1,500.00 and gave the stock an "outperform" rating in a research report on Friday, April 25th. StockNews.com raised O'Reilly Automotive from a "hold" rating to a "buy" rating in a research note on Thursday, April 3rd. Morgan Stanley reiterated an "overweight" rating on shares of O'Reilly Automotive in a report on Thursday, April 24th. Finally, Royal Bank of Canada lifted their price target on shares of O'Reilly Automotive from $1,416.00 to $1,453.00 and gave the company an "outperform" rating in a research report on Friday, February 7th. Two equities research 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus price target of $1,414.56.

O'Reilly Automotive Stock Down 1.4%

Shares of ORLY traded down $18.81 during midday trading on Monday, reaching $1,320.80. 695,763 shares of the stock were exchanged, compared to its average volume of 381,114. The company has a market cap of $75.60 billion, a P/E ratio of 32.48, a PEG ratio of 2.34 and a beta of 0.64. O'Reilly Automotive has a twelve month low of $947.49 and a twelve month high of $1,458.37. The stock's 50 day simple moving average is $1,369.06 and its 200 day simple moving average is $1,291.65.

Shares of O'Reilly Automotive are set to split before the market opens on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly issued shares will be issued to shareholders after the market closes on Monday, June 9th.

Institutional Investors Weigh In On O'Reilly Automotive

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its position in shares of O'Reilly Automotive by 1.5% during the 1st quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer's stock worth $7,504,421,000 after purchasing an additional 75,125 shares during the period. GAMMA Investing LLC boosted its position in shares of O'Reilly Automotive by 175,115.6% during the 1st quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer's stock worth $2,610,507,000 after purchasing an additional 1,821,202 shares during the period. FMR LLC boosted its position in shares of O'Reilly Automotive by 0.8% during the 4th quarter. FMR LLC now owns 1,443,540 shares of the specialty retailer's stock worth $1,711,750,000 after purchasing an additional 11,039 shares during the period. Invesco Ltd. boosted its position in shares of O'Reilly Automotive by 6.2% during the 4th quarter. Invesco Ltd. now owns 799,848 shares of the specialty retailer's stock worth $948,460,000 after purchasing an additional 46,979 shares during the period. Finally, Norges Bank purchased a new position in shares of O'Reilly Automotive during the 4th quarter worth approximately $867,190,000. Hedge funds and other institutional investors own 85.00% of the company's stock.

Insiders Place Their Bets

In related news, Chairman Gregory L. Henslee sold 3,073 shares of the business's stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $1,315.15, for a total transaction of $4,041,455.95. Following the completion of the sale, the chairman now directly owns 11,397 shares in the company, valued at approximately $14,988,764.55. The trade was a 21.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brad W. Beckham sold 833 shares of the firm's stock in a transaction that occurred on Wednesday, February 19th. The stock was sold at an average price of $1,300.00, for a total transaction of $1,082,900.00. Following the completion of the transaction, the chief executive officer now directly owns 760 shares in the company, valued at $988,000. This trade represents a 52.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 7,894 shares of company stock worth $10,409,618. Corporate insiders own 1.01% of the company's stock.

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.