Q2 EPS Forecast for O'Reilly Automotive Lifted by Analyst

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Investment analysts at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of O'Reilly Automotive in a research note issued to investors on Monday, June 16th. Zacks Research analyst R. Department now expects that the specialty retailer will earn $0.77 per share for the quarter, up from their prior estimate of $0.77. 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 $0.80 EPS and Q4 2025 earnings at $0.69 EPS.

A number of other research analysts also recently issued reports on the company. Morgan Stanley restated an "overweight" rating on shares of O'Reilly Automotive in a research note on Thursday, April 24th. Barclays boosted their price target on shares of O'Reilly Automotive from $83.33 to $86.00 and gave the stock an "equal weight" rating in a report on Monday, April 28th. BMO Capital Markets raised their price objective on shares of O'Reilly Automotive from $96.67 to $100.00 and gave the stock an "outperform" rating in a report on Friday, April 25th. Guggenheim reiterated a "buy" rating and issued a $98.33 target price on shares of O'Reilly Automotive in a research note on Monday, March 10th. Finally, DA Davidson increased their target price on shares of O'Reilly Automotive from $101.67 to $106.67 and gave the company a "buy" rating in a research report on Friday, April 25th. Two equities research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $94.30.

O'Reilly Automotive Price Performance

Shares of NASDAQ:ORLY traded down $0.48 during midday trading on Wednesday, hitting $88.32. 3,861,636 shares of the company's stock were exchanged, compared to its average volume of 5,570,545. The company has a market cap of $75.50 billion, a PE ratio of 32.46, a price-to-earnings-growth 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 stock has a 50 day moving average price of $91.33 and a 200-day moving average price of $87.91.

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

Insider Activity at O'Reilly Automotive

In other news, SVP Najera Jose A. Montellano sold 285 shares of the company's stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $90.13, for a total transaction of $25,686.29. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Ramon Parises Odems sold 30,000 shares of O'Reilly Automotive stock in a transaction that occurred on Friday, May 30th. The stock was sold at an average price of $90.70, for a total transaction of $2,720,900.00. Following the completion of the sale, the senior vice president now directly owns 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. In the last ninety days, insiders have sold 33,285 shares of company stock valued at $3,022,386. 1.01% of the stock is owned by insiders.

Hedge Funds Weigh In On O'Reilly Automotive

A number of institutional investors and hedge funds have recently made changes to their positions in ORLY. Carolinas Wealth Consulting LLC boosted its stake in shares of O'Reilly Automotive by 14.3% during the 4th quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer's stock worth $76,000 after acquiring an additional 8 shares during the last quarter. Marcum Wealth LLC increased its position in O'Reilly Automotive by 4.0% in the first quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer's stock worth $301,000 after buying an additional 8 shares in the last quarter. Adero Partners LLC increased its position in O'Reilly Automotive by 1.9% in the first quarter. Adero Partners LLC now owns 425 shares of the specialty retailer's stock worth $609,000 after buying an additional 8 shares in the last quarter. Avior Wealth Management LLC raised its stake in shares of O'Reilly Automotive by 3.5% in the first quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer's stock worth $342,000 after buying an additional 8 shares during the period. Finally, Lindbrook Capital LLC lifted its position in shares of O'Reilly Automotive by 2.6% during the 1st quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer's stock valued at $448,000 after buying an additional 8 shares in the last quarter. Hedge funds and other institutional investors own 85.00% 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.