William Blair Has Optimistic Outlook of ORLY Q2 Earnings

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - William Blair upped their Q2 2025 earnings estimates for O'Reilly Automotive in a research report issued on Thursday, April 24th. William Blair analyst P. Blee now forecasts that the specialty retailer will post earnings of $11.70 per share for the quarter, up from their prior forecast of $11.64. 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 Q3 2025 earnings at $12.56 EPS, Q4 2025 earnings at $10.10 EPS, FY2025 earnings at $43.70 EPS, Q1 2026 earnings at $10.80 EPS, Q2 2026 earnings at $12.88 EPS, Q3 2026 earnings at $13.78 EPS and FY2026 earnings at $48.55 EPS.

ORLY has been the topic of several other reports. UBS Group raised their price target on O'Reilly Automotive from $1,535.00 to $1,580.00 and gave the company a "buy" rating in a research report on Thursday, April 24th. Barclays raised their target price on O'Reilly Automotive from $1,250.00 to $1,290.00 and gave the company an "equal weight" rating in a report on Monday. Guggenheim reiterated a "buy" rating and set a $1,475.00 price target on shares of O'Reilly Automotive in a report on Monday, March 10th. Wells Fargo & Company increased their price objective on O'Reilly Automotive from $1,425.00 to $1,550.00 and gave the company an "overweight" rating in a research report on Wednesday, April 16th. Finally, Morgan Stanley reaffirmed an "overweight" rating on shares of O'Reilly Automotive in a research report on Thursday, April 24th. Two analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $1,414.56.

O'Reilly Automotive Price Performance

Shares of NASDAQ ORLY traded up $15.97 during trading hours on Monday, hitting $1,415.20. 418,533 shares of the stock were exchanged, compared to its average volume of 406,697. O'Reilly Automotive has a one year low of $947.49 and a one year high of $1,458.37. The company's 50 day moving average is $1,362.18 and its 200 day moving average is $1,279.80. The firm has a market capitalization of $81.01 billion, a P/E ratio of 34.81, a P/E/G ratio of 2.34 and a beta of 0.79.

Shares of O'Reilly Automotive are set to split on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly created shares will be issued to shareholders after the closing bell on Monday, June 9th.

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

Insider Activity

In related news, Chairman Gregory L. Henslee sold 3,073 shares of the firm's stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $1,315.15, for a total value of $4,041,455.95. Following the completion of the sale, the chairman now owns 11,397 shares of the company's stock, valued at $14,988,764.55. This trade represents a 21.24 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Mark Joseph Merz sold 500 shares of the company's stock in a transaction on Wednesday, February 12th. The stock was sold at an average price of $1,325.00, for a total value of $662,500.00. Following the transaction, the senior vice president now directly owns 275 shares in the company, valued at approximately $364,375. This represents a 64.52 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 7,894 shares of company stock worth $10,409,618. 1.01% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On O'Reilly Automotive

A number of institutional investors and hedge funds have recently made changes to their positions in ORLY. GAMMA Investing LLC lifted its position in 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 valued at $2,610,507,000 after purchasing an additional 1,821,202 shares during the period. Norges Bank bought a new stake in shares of O'Reilly Automotive during the 4th quarter valued at $867,190,000. Proficio Capital Partners LLC lifted its stake in shares of O'Reilly Automotive by 205,600.0% in the 4th quarter. Proficio Capital Partners LLC now owns 503,965 shares of the specialty retailer's stock valued at $597,602,000 after purchasing an additional 503,720 shares during the period. Assenagon Asset Management S.A. boosted its position in shares of O'Reilly Automotive by 197.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 303,484 shares of the specialty retailer's stock worth $434,765,000 after purchasing an additional 201,356 shares during the last quarter. Finally, Raymond James Financial Inc. bought a new stake in O'Reilly Automotive in the fourth quarter valued at about $208,248,000. Institutional investors own 85.00% of the company's stock.

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.