Q3 EPS Estimate for O'Reilly Automotive Increased by Analyst

Key Points

• Q3 2025 earnings estimates for O'Reilly Automotive have been raised from $0.84 to $0.86 per share by analyst P. Blee at William Blair, while the full-year earnings estimate stands at $43.94 per share.
• Multiple analysts have increased their price targets for O'Reilly Automotive, with UBS Group setting a new target at $115.00, reflecting strong confidence in the company's performance.
• O'Reilly Automotive reported $0.78 earnings per share for the last quarter, matching the consensus estimate, with revenues of $4.53 billion, a 5.9% increase from the same quarter last year.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Equities research analysts at William Blair raised their Q3 2025 earnings estimates for shares of O'Reilly Automotive in a research report issued on Thursday, July 24th. William Blair analyst P. Blee now forecasts that the specialty retailer will earn $0.86 per share for the quarter, up from their prior forecast of $0.84. The consensus estimate for O'Reilly Automotive's current full-year earnings is $43.94 per share. William Blair also issued estimates for O'Reilly Automotive's Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $0.95 EPS, Q4 2026 earnings at $0.79 EPS and FY2026 earnings at $3.32 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced 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 net margin of 14.15% and a negative return on equity of 181.53%. The firm had revenue of $4.53 billion for the quarter, compared to analyst estimates of $4.54 billion. During the same quarter in the prior year, the business posted $10.55 EPS. The business's revenue was up 5.9% compared to the same quarter last year.

A number of other analysts also recently weighed in on ORLY. UBS Group upped their price target on shares of O'Reilly Automotive from $105.00 to $115.00 and gave the stock a "buy" rating in a report on Thursday. Evercore ISI upped their price target on shares of O'Reilly Automotive from $97.00 to $107.00 and gave the stock an "outperform" rating in a report on Friday. DA Davidson upped their price target on shares of O'Reilly Automotive from $107.00 to $115.00 and gave the stock a "buy" rating in a report on Friday. JPMorgan Chase & Co. upped their price target on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the stock an "overweight" rating in a report on Monday, July 21st. Finally, Barclays reaffirmed an "equal weight" rating and set a $86.00 price target on shares of O'Reilly Automotive in a report on Friday. Two equities research analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and two have issued a strong buy rating to the company. According to MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $102.22.

O'Reilly Automotive Stock Down 0.5%

Shares of NASDAQ:ORLY opened at $97.66 on Monday. The company's 50 day moving average price is $91.30 and its two-hundred day moving average price is $89.89. O'Reilly Automotive has a 12-month low of $72.74 and a 12-month high of $100.10. The firm has a market cap of $83.48 billion, a PE ratio of 34.91, a PEG ratio of 2.65 and a beta of 0.58.

Insider Activity

In other news, SVP Ramon Parises Odems sold 30,000 shares of the firm's stock in a transaction 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 owned 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Najera Jose A. Montellano sold 285 shares of the firm's stock in a transaction on Thursday, May 29th. The shares were sold at an average price of $90.13, for a total transaction of $25,686.29. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 33,285 shares of company stock valued at $3,022,386. Insiders own 1.01% of the company's stock.

Hedge Funds Weigh In On O'Reilly Automotive

Several large investors have recently modified their holdings of the business. Carolinas Wealth Consulting LLC raised its stake in shares of O'Reilly Automotive by 14.3% during the fourth quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer's stock valued at $76,000 after acquiring an additional 8 shares during the last quarter. Marcum Wealth LLC increased its position in shares of O'Reilly Automotive by 4.0% during 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 during the period. Adero Partners LLC increased its position in shares of O'Reilly Automotive by 1.9% during 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 during the period. Avior Wealth Management LLC increased its position in shares of O'Reilly Automotive by 3.5% during 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 increased its position in shares of O'Reilly Automotive by 2.6% during the first quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer's stock worth $448,000 after buying an additional 8 shares during the period. 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.

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