Roth Capital Issues Positive Forecast for ORLY Earnings

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Equities research analysts at Roth Capital upped their Q4 2025 earnings estimates for shares of O'Reilly Automotive in a research note issued on Monday, July 21st. Roth Capital analyst S. Stember now expects that the specialty retailer will earn $0.72 per share for the quarter, up from their prior estimate of $0.72. The consensus estimate for O'Reilly Automotive's current full-year earnings is $43.94 per share. Roth Capital also issued estimates for O'Reilly Automotive's Q1 2026 earnings at $0.78 EPS, Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $0.90 EPS and FY2026 earnings at $3.39 EPS.

A number of other research analysts have also issued reports on ORLY. Barclays restated an "equal weight" rating and issued a $86.00 target price on shares of O'Reilly Automotive in a report on Friday. Royal Bank Of Canada upped their target price on shares of O'Reilly Automotive from $98.00 to $104.00 and gave the company an "outperform" rating in a report on Friday. DA Davidson upped their target price on shares of O'Reilly Automotive from $101.67 to $106.67 and gave the company a "buy" rating in a report on Friday, April 25th. Wells Fargo & Company raised their target price on shares of O'Reilly Automotive from $103.00 to $105.00 and gave the stock an "overweight" rating in a research report on Thursday. Finally, Mizuho raised their price target on shares of O'Reilly Automotive from $93.33 to $96.33 and gave the company an "outperform" rating in a report on Friday, April 25th. Two investment analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have issued a strong buy rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Buy" and a consensus target price of $100.97.

O'Reilly Automotive Price Performance

NASDAQ:ORLY traded down $0.64 on Tuesday, reaching $97.52. The stock had a trading volume of 1,802,085 shares, compared to its average volume of 5,720,513. The company has a market cap of $83.36 billion, a price-to-earnings ratio of 34.85, a P/E/G ratio of 2.60 and a beta of 0.58. The firm's fifty day moving average is $91.19 and its two-hundred day moving average is $89.64. O'Reilly Automotive has a 12-month low of $72.74 and a 12-month high of $100.10.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, meeting analysts' consensus estimates of $0.78. The firm had revenue of $4.53 billion for the quarter, compared to analysts' expectations of $4.54 billion. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 176.39%. The firm's revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the company earned $10.55 EPS.

Insider Buying and Selling

In related news, SVP Najera Jose A. Montellano sold 285 shares of the firm'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 legal filing with the SEC, which can be accessed through the SEC website. Also, SVP Ramon Parises Odems sold 30,000 shares of the firm'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 transaction, the senior vice president owned 240 shares in the company, valued at $21,767.20. This trade represents a 99.21% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 33,285 shares of company stock worth $3,022,386 over the last ninety days. 1.01% of the stock is owned by insiders.

Institutional Investors Weigh In On O'Reilly Automotive

A number of hedge funds have recently added to or reduced their stakes in the stock. Carolinas Wealth Consulting LLC lifted its stake in O'Reilly Automotive by 14.3% in the fourth quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer's stock valued at $76,000 after buying an additional 8 shares during the last quarter. Marcum Wealth LLC lifted its stake in O'Reilly Automotive by 4.0% in the first quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer's stock valued at $301,000 after buying an additional 8 shares during the last quarter. Adero Partners LLC raised its stake 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 valued at $609,000 after purchasing an additional 8 shares in the last quarter. Avior Wealth Management LLC raised its stake 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 valued at $342,000 after purchasing an additional 8 shares in the last quarter. Finally, Lindbrook Capital LLC raised its stake 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 valued at $448,000 after purchasing an additional 8 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.