Equities Analysts Offer Predictions for ORLY Q2 Earnings

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Investment analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for shares of O'Reilly Automotive in a research note issued on Monday, June 16th. Zacks Research analyst R. Department now expects that the specialty retailer will post earnings of $0.77 per share for the quarter, up from their previous forecast 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.

Several other equities research analysts have also weighed in on ORLY. Guggenheim restated a "buy" rating and issued a $98.33 target price on shares of O'Reilly Automotive in a report on Monday, March 10th. 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 report on Friday, April 25th. 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 report on Thursday, April 24th. Wall Street Zen upgraded O'Reilly Automotive from a "hold" rating to a "buy" rating in a report on Thursday, April 3rd. Finally, BMO Capital Markets boosted their target price on O'Reilly Automotive from $96.67 to $100.00 and gave the stock an "outperform" rating in a report on Friday, April 25th. Two analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have issued a strong buy rating to the company. According to MarketBeat, O'Reilly Automotive presently has a consensus rating of "Buy" and a consensus price target of $94.30.

O'Reilly Automotive Stock Performance

Shares of O'Reilly Automotive stock traded up $1.37 during trading on Wednesday, hitting $89.69. 9,217,561 shares of the stock traded hands, compared to its average volume of 5,546,327. The stock has a market cap of $76.67 billion, a P/E ratio of 32.97, a PEG ratio of 2.44 and a beta of 0.60. O'Reilly Automotive has a twelve month low of $67.24 and a twelve month high of $97.22. The company has a fifty day moving average price of $91.20 and a two-hundred day moving average price of $88.03.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 earnings per share (EPS) 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 net margin of 14.10% and a negative return on equity of 167.25%. The firm's quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.61 earnings per share.

Insider Activity

In other O'Reilly Automotive news, SVP Ramon Parises Odems sold 30,000 shares of the company's stock in a transaction on 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 now directly owns 240 shares in the company, valued at $21,767.20. This represents a 99.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Najera Jose A. Montellano sold 285 shares of the company's stock in a transaction 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. Over the last ninety days, insiders have sold 33,285 shares of company stock worth $3,022,386. Company insiders own 1.01% of the company's stock.

Institutional Trading of O'Reilly Automotive

A number of large investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in O'Reilly Automotive by 1.5% in 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 acquiring an additional 75,125 shares during the period. Wellington Management Group LLP grew its position in O'Reilly Automotive by 20.8% in 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 acquiring an additional 330,964 shares during the period. GAMMA Investing LLC grew its position in O'Reilly Automotive by 175,115.6% in 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 acquiring an additional 1,821,202 shares during the period. FMR LLC grew its position in O'Reilly Automotive by 0.8% in the fourth quarter. FMR LLC now owns 1,443,540 shares of the specialty retailer's stock valued at $1,711,750,000 after acquiring an additional 11,039 shares during the period. Finally, Invesco Ltd. boosted 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 worth $948,460,000 after purchasing an additional 46,979 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

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.