Q3 EPS Estimate for O'Reilly Automotive Boosted 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) - Stock analysts at William Blair increased their Q3 2025 earnings per share estimates for shares of O'Reilly Automotive in a report issued on Thursday, July 24th. William Blair analyst P. Blee now anticipates that the specialty retailer will post earnings per share of $0.86 for the quarter, up from their prior estimate 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.

Other research analysts also recently issued reports about the company. Truist Financial lifted their price target on O'Reilly Automotive from $103.00 to $109.00 and gave the company a "buy" rating in a report on Friday, July 25th. Wells Fargo & Company boosted their target price on O'Reilly Automotive from $103.00 to $105.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. Mizuho boosted their target price on O'Reilly Automotive from $93.33 to $96.33 and gave the stock an "outperform" rating in a research note on Friday, April 25th. Morgan Stanley restated an "overweight" rating on shares of O'Reilly Automotive in a research note on Thursday, April 24th. Finally, Wall Street Zen upgraded O'Reilly Automotive from a "hold" rating to a "buy" rating in a research note on Thursday, April 3rd. Two research analysts have rated the stock with a hold rating, sixteen have given a buy rating and two have assigned a strong buy rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Buy" and a consensus price target of $102.22.

O'Reilly Automotive Trading Up 0.2%

Shares of NASDAQ:ORLY traded up $0.18 on Monday, reaching $99.56. The company had a trading volume of 538,815 shares, compared to its average volume of 5,686,901. O'Reilly Automotive has a 52-week low of $73.11 and a 52-week high of $100.60. The firm's 50 day simple moving average is $91.68 and its 200-day simple moving average is $90.14. The firm has a market capitalization of $85.10 billion, a PE ratio of 35.65, a PEG ratio of 2.62 and a beta of 0.58.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share (EPS) for the quarter, meeting 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 for the quarter, compared to the consensus estimate of $4.54 billion. During the same period last year, the business posted $10.55 EPS. The business's revenue was up 5.9% compared to the same quarter last year.

Insider Activity

In related news, SVP Najera Jose A. Montellano sold 285 shares of the company's stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $90.13, for a total value of $25,686.29. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John Raymond Murphy sold 3,000 shares of the company's stock in a transaction dated Monday, May 19th. The stock was sold at an average price of $91.93, for a total value of $275,800.00. Following the completion of the transaction, the director directly owned 4,560 shares of the company's stock, valued at $419,216. The trade was a 39.68% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 33,285 shares of company stock valued at $3,022,386 in the last quarter. 1.01% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On O'Reilly Automotive

Large investors have recently bought and sold shares of the company. HWG Holdings LP purchased a new stake in shares of O'Reilly Automotive in the first quarter valued at approximately $26,000. Bank of Jackson Hole Trust purchased a new position in O'Reilly Automotive in the first quarter worth approximately $25,000. HighMark Wealth Management LLC grew its position in O'Reilly Automotive by 185.7% in the first quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer's stock worth $29,000 after acquiring an additional 13 shares during the period. Elequin Capital LP purchased a new position in O'Reilly Automotive in the first quarter worth approximately $30,000. Finally, Saudi Central Bank acquired a new position in O'Reilly Automotive during the first quarter worth $33,000. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

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.