Q2 EPS Forecast for O'Reilly Automotive Lifted by Analyst

O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Equities researchers at William Blair lifted their Q2 2025 EPS estimates for O'Reilly Automotive in a research report issued to clients and investors on Thursday, April 24th. William Blair analyst P. Blee now expects that the specialty retailer will earn $11.70 per share for the quarter, up from their previous estimate 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.

A number of other brokerages also recently weighed in on ORLY. DA Davidson boosted their target price on shares of O'Reilly Automotive from $1,525.00 to $1,600.00 and gave the stock a "buy" rating in a report on Friday, April 25th. Barclays boosted their price objective on shares of O'Reilly Automotive from $1,250.00 to $1,290.00 and gave the stock an "equal weight" rating in a research note on Monday. BMO Capital Markets raised their target price on shares of O'Reilly Automotive from $1,450.00 to $1,500.00 and gave the company an "outperform" rating in a research note on Friday, April 25th. Morgan Stanley restated an "overweight" rating on shares of O'Reilly Automotive in a research note on Thursday, April 24th. Finally, Wells Fargo & Company raised 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. Two investment 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 currently has a consensus rating of "Buy" and an average target price of $1,414.56.

O'Reilly Automotive Stock Performance

NASDAQ ORLY traded up $11.22 during trading hours on Monday, hitting $1,418.90. 29,071 shares of the company traded hands, compared to its average volume of 378,685. The stock has a market capitalization of $81.22 billion, a price-to-earnings ratio of 34.88, a P/E/G ratio of 2.34 and a beta of 0.79. O'Reilly Automotive has a twelve month low of $947.49 and a twelve month high of $1,458.37. The business's 50-day moving average is $1,366.27 and its 200-day moving average is $1,282.15.

Shares of O'Reilly Automotive are scheduled 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 market closes on Monday, June 9th.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last announced its quarterly earnings data 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). The company had revenue of $4.14 billion during the quarter, compared to the consensus estimate of $4.18 billion. O'Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%. O'Reilly Automotive's revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.20 EPS.

Hedge Funds Weigh In On O'Reilly Automotive

Several hedge funds and other institutional investors have recently modified their holdings of the business. GAMMA Investing LLC lifted its holdings in shares of O'Reilly Automotive by 175,115.6% in the first 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 last quarter. Norges Bank acquired a new position in O'Reilly Automotive during the 4th quarter worth approximately $867,190,000. Proficio Capital Partners LLC lifted its stake in 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 last quarter. Assenagon Asset Management S.A. boosted its position in O'Reilly Automotive by 197.2% in the first quarter. Assenagon Asset Management S.A. now owns 303,484 shares of the specialty retailer's stock valued at $434,765,000 after buying an additional 201,356 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new stake in shares of O'Reilly Automotive during the fourth quarter worth $208,248,000. Institutional investors own 85.00% of the company's stock.

Insider Buying and Selling

In related news, Chairman Gregory L. Henslee sold 3,073 shares of the 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 transaction of $4,041,455.95. Following the sale, the chairman now owns 11,397 shares in the company, valued at approximately $14,988,764.55. This trade represents a 21.24 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Maria Sastre sold 248 shares of the business's stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $1,316.17, for a total transaction of $326,410.16. Following the transaction, the director now owns 971 shares of the company's stock, valued at approximately $1,278,001.07. This represents a 20.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 7,894 shares of company stock worth $10,409,618. Company 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.