Q2 EPS Forecast for O'Reilly Automotive Lowered by Analyst

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Roth Capital dropped their Q2 2025 EPS estimates for shares of O'Reilly Automotive in a report released on Friday, April 25th. Roth Capital analyst S. Stember now forecasts that the specialty retailer will post earnings per share of $11.08 for the quarter, down from their previous forecast of $11.28. 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 $12.19 EPS, Q4 2025 earnings at $10.73 EPS, FY2025 earnings at $43.33 EPS, Q3 2026 earnings at $13.44 EPS, Q4 2026 earnings at $12.60 EPS and FY2026 earnings at $50.77 EPS.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 EPS for the quarter, missing the consensus estimate of $9.84 by ($0.49). The business had revenue of $4.14 billion during the quarter, compared to analysts' expectations of $4.18 billion. O'Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%. The firm's revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter last year, the company earned $9.20 EPS.

Other equities research analysts have also recently issued research reports about the company. StockNews.com upgraded O'Reilly Automotive from a "hold" rating to a "buy" rating in a report on Thursday, April 3rd. Guggenheim reiterated a "buy" rating and issued a $1,475.00 price target on shares of O'Reilly Automotive in a research note on Monday, March 10th. Royal Bank of Canada raised their price objective on shares of O'Reilly Automotive from $1,416.00 to $1,453.00 and gave the stock an "outperform" rating in a report on Friday, February 7th. Mizuho lifted their price target on O'Reilly Automotive from $1,400.00 to $1,445.00 and gave the stock an "outperform" rating in a research note on Friday, April 25th. Finally, Barclays increased their target price on O'Reilly Automotive from $1,250.00 to $1,290.00 and gave the stock an "equal weight" rating in a report on Monday. Two research 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 stock. According to data from MarketBeat.com, O'Reilly Automotive has a consensus rating of "Buy" and an average price target of $1,414.56.

O'Reilly Automotive Price Performance

Shares of NASDAQ ORLY traded down $10.93 on Monday, hitting $1,404.27. The company's stock had a trading volume of 144,697 shares, compared to its average volume of 380,177. O'Reilly Automotive has a 12-month low of $947.49 and a 12-month high of $1,458.37. The company has a market capitalization of $80.38 billion, a price-to-earnings ratio of 34.54, a price-to-earnings-growth ratio of 2.34 and a beta of 0.79. The stock has a 50 day moving average of $1,364.42 and a 200-day moving average of $1,280.74.

Shares of O'Reilly Automotive are going to split on the morning of Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly minted shares will be issued to shareholders after the market closes on Monday, June 9th.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. GAMMA Investing LLC lifted its holdings in shares of O'Reilly Automotive by 175,115.6% during the 1st quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer's stock worth $2,610,507,000 after acquiring an additional 1,821,202 shares during the period. Norges Bank acquired a new position in O'Reilly Automotive in the fourth quarter worth $867,190,000. Proficio Capital Partners LLC increased its stake in shares of O'Reilly Automotive by 205,600.0% in the fourth quarter. Proficio Capital Partners LLC now owns 503,965 shares of the specialty retailer's stock valued at $597,602,000 after buying an additional 503,720 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in O'Reilly Automotive by 197.2% during the 1st quarter. Assenagon Asset Management S.A. now owns 303,484 shares of the specialty retailer's stock worth $434,765,000 after buying an additional 201,356 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new stake in O'Reilly Automotive during the 4th quarter worth about $208,248,000. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling at O'Reilly Automotive

In related news, CEO Brad W. Beckham sold 833 shares of the company's stock in a transaction on Wednesday, February 19th. The shares were sold at an average price of $1,300.00, for a total value of $1,082,900.00. Following the completion of the sale, the chief executive officer now directly owns 760 shares in the company, valued at approximately $988,000. This represents a 52.29 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Jason Lee Tarrant sold 1,992 shares of the stock in a transaction dated Tuesday, February 25th. The shares were sold at an average price of $1,339.10, for a total value of $2,667,487.20. Following the transaction, the executive vice president now directly owns 1,398 shares in the company, valued at approximately $1,872,061.80. This represents a 58.76 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 7,894 shares of company stock worth $10,409,618 over the last 90 days. 1.01% of the stock is currently 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.