Roth Capital Brokers Raise Earnings Estimates for ORLY

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Equities research analysts at Roth Capital lifted their Q2 2025 earnings per share (EPS) estimates for O'Reilly Automotive in a report released on Monday, July 21st. Roth Capital analyst S. Stember now forecasts that the specialty retailer will earn $0.74 per share for the quarter, up from their prior forecast of $0.74. 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 Q3 2025 earnings at $0.81 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released 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). O'Reilly Automotive had a net margin of 14.10% and a negative return on equity of 167.25%. The company had revenue of $4.14 billion for the quarter, compared to the consensus estimate of $4.18 billion. During the same period in the prior year, the firm posted $0.61 EPS. The business's revenue for the quarter was up 4.0% on a year-over-year basis.

A number of other brokerages also recently issued reports on ORLY. Wells Fargo & Company raised their target price on O'Reilly Automotive from $95.00 to $103.33 and gave the stock an "overweight" rating in a research note on Wednesday, April 16th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $98.00 price objective on shares of O'Reilly Automotive in a research report on Wednesday, July 2nd. Mizuho lifted their price target on O'Reilly Automotive from $93.33 to $96.33 and gave the stock an "outperform" rating in a report on Friday, April 25th. UBS Group raised their target price on O'Reilly Automotive from $102.33 to $105.33 and gave the stock a "buy" rating in a research report on Thursday, April 24th. Finally, JPMorgan Chase & Co. upped their price objective on shares of O'Reilly Automotive from $101.00 to $113.00 and gave the company an "overweight" rating in a research note on Monday. Two investment analysts have rated the stock with a hold rating, fifteen have given a buy rating and two have assigned a strong buy rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Buy" and an average price target of $96.02.

O'Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $95.35 on Wednesday. The stock has a 50 day moving average price of $90.67 and a 200 day moving average price of $89.34. The firm has a market capitalization of $81.51 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 2.57 and a beta of 0.58. O'Reilly Automotive has a 52-week low of $69.33 and a 52-week high of $97.22.

Institutional Investors Weigh In On O'Reilly Automotive

Several large investors have recently added to or reduced their stakes in ORLY. Carolinas Wealth Consulting LLC raised its holdings 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 worth $76,000 after purchasing an additional 8 shares in the last quarter. Marcum Wealth LLC raised its stake in shares of O'Reilly Automotive by 4.0% during the 1st quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer's stock worth $301,000 after acquiring an additional 8 shares in the last quarter. Adero Partners LLC lifted its position in 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 acquiring an additional 8 shares during the last quarter. Avior Wealth Management LLC lifted its position in 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 acquiring an additional 8 shares during the last quarter. Finally, Lindbrook Capital LLC boosted its position in shares of O'Reilly Automotive by 2.6% in the 1st quarter. Lindbrook Capital LLC now owns 313 shares of the specialty retailer's stock worth $448,000 after purchasing an additional 8 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Najera Jose A. Montellano sold 285 shares of the stock in a transaction that occurred 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 Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Raymond Murphy sold 3,000 shares of the business's stock in a transaction on Monday, May 19th. The stock was sold at an average price of $91.93, for a total transaction of $275,800.00. Following the completion of the sale, the director directly owned 4,560 shares of the company's stock, valued at $419,216. This represents a 39.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 33,285 shares of company stock worth $3,022,386. Corporate insiders own 1.01% 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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