Roth Capital Has Bullish Estimate for ORLY FY2025 Earnings

Key Points

• Roth Capital has increased its FY2025 earnings per share estimate for O'Reilly Automotive to $2.93, up from a previous estimate of $2.89.
• Analysts remain bullish on O'Reilly Automotive, with a consensus rating of "Buy" and a majority of investment firms raising their price targets on the stock.
• O'Reilly Automotive exhibited a 5.9% year-over-year revenue increase, reporting earnings of $0.78 EPS in its latest quarter.

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Analysts at Roth Capital upped their FY2025 EPS estimates for O'Reilly Automotive in a research report issued on Friday, July 25th. Roth Capital analyst S. Stember now forecasts that the specialty retailer will earn $2.93 per share for the year, up from their previous forecast of $2.89. 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 Q2 2026 earnings at $0.86 EPS, FY2026 earnings at $3.38 EPS and FY2027 earnings at $3.85 EPS.

A number of other equities research analysts also recently issued reports on the stock. Morgan Stanley reissued an "overweight" rating on shares of O'Reilly Automotive in a report on Thursday, April 24th. DA Davidson increased 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. UBS Group increased 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. Truist Financial increased their price target on shares of O'Reilly Automotive from $103.00 to $109.00 and gave the stock a "buy" rating in a report on Friday. Finally, Wells Fargo & Company increased their price target on shares of O'Reilly Automotive from $103.00 to $105.00 and gave the stock an "overweight" rating in a report on Thursday. Two investment 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's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $102.22.

O'Reilly Automotive Stock Down 0.5%

NASDAQ ORLY opened at $97.66 on Monday. The company has a market cap of $83.48 billion, a PE ratio of 34.91, a price-to-earnings-growth ratio of 2.65 and a beta of 0.58. O'Reilly Automotive has a 52 week low of $72.74 and a 52 week high of $100.10. The firm's 50-day simple moving average is $91.30 and its two-hundred day simple moving average is $89.89.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, meeting the consensus estimate of $0.78. The business had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.54 billion. O'Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The company's revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $10.55 earnings per share.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in O'Reilly Automotive by 1.5% during 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 last quarter. Wellington Management Group LLP grew its position in O'Reilly Automotive by 20.8% during 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 last quarter. GAMMA Investing LLC grew its position in O'Reilly Automotive by 175,115.6% during 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 last quarter. Vaughan Nelson Investment Management L.P. grew its position in O'Reilly Automotive by 1,052.9% during the second quarter. Vaughan Nelson Investment Management L.P. now owns 1,722,403 shares of the specialty retailer's stock valued at $155,240,000 after acquiring an additional 1,573,010 shares during the last quarter. Finally, Congress Asset Management Co. grew its holdings in shares of O'Reilly Automotive by 1,385.2% in the second quarter. Congress Asset Management Co. now owns 1,580,484 shares of the specialty retailer's stock worth $142,449,000 after purchasing an additional 1,474,068 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

Insider Activity at O'Reilly Automotive

In other O'Reilly Automotive news, SVP Najera Jose A. Montellano sold 285 shares of the stock in a transaction that occurred on Thursday, May 29th. The shares were 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 this hyperlink. Also, Director John Raymond Murphy sold 3,000 shares of the stock in a transaction that occurred on Monday, May 19th. The shares were sold at an average price of $91.93, for a total transaction of $275,800.00. Following the transaction, the director owned 4,560 shares in the company, valued at $419,216. The trade was a 39.68% 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 valued at $3,022,386 over the last three months. 1.01% of the stock is owned by corporate insiders.

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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