William Blair Issues Optimistic Forecast for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities researchers at William Blair increased their Q2 2025 EPS estimates for shares of O’Reilly Automotive in a research report issued on Thursday, April 24th. William Blair analyst P. Blee now expects that the specialty retailer will post earnings of $11.70 per share for the quarter, up from their previous 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.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 earnings per share (EPS) 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 business had revenue of $4.14 billion during the quarter, compared to the consensus estimate of $4.18 billion.

Other equities analysts also recently issued research reports about the company. StockNews.com raised O’Reilly Automotive from a “hold” rating to a “buy” rating in a research report on Thursday, April 3rd. Guggenheim restated a “buy” rating and set a $1,475.00 target price on shares of O’Reilly Automotive in a report on Monday, March 10th. Morgan Stanley reiterated an “overweight” rating on shares of O’Reilly Automotive in a research note on Thursday. UBS Group raised their price objective on O’Reilly Automotive from $1,535.00 to $1,580.00 and gave the company a “buy” rating in a report on Thursday. Finally, Royal Bank of Canada upped their target price on 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. Two research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $1,412.06.

O’Reilly Automotive Stock Down 0.4 %

Shares of ORLY stock opened at $1,347.00 on Monday. O’Reilly Automotive has a 12-month low of $947.49 and a 12-month high of $1,458.37. The firm has a fifty day moving average of $1,358.96 and a 200-day moving average of $1,277.69. The company has a market capitalization of $77.10 billion, a price-to-earnings ratio of 33.13, a P/E/G ratio of 2.34 and a beta of 0.79.

Shares of O’Reilly Automotive are set to split before the market opens on 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.

Insider Transactions at O’Reilly Automotive

In related news, Chairman Gregory L. Henslee sold 3,073 shares of the business’s stock in a transaction on Monday, February 24th. The stock was 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 directly owns 11,397 shares in the company, valued at $14,988,764.55. The trade was a 21.24 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Mark Joseph Merz sold 500 shares of the 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 owns 275 shares in the company, valued at $364,375. The trade was a 64.52 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 7,894 shares of company stock worth $10,409,618. 1.01% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Advisory Resource Group bought a new position in O’Reilly Automotive during the 3rd quarter worth $202,000. SkyView Investment Advisors LLC grew its holdings in shares of O’Reilly Automotive by 4.2% during the 3rd quarter. SkyView Investment Advisors LLC now owns 884 shares of the specialty retailer’s stock worth $1,018,000 after purchasing an additional 36 shares in the last quarter. World Investment Advisors LLC increased its position in shares of O’Reilly Automotive by 9.4% in the third quarter. World Investment Advisors LLC now owns 535 shares of the specialty retailer’s stock worth $616,000 after purchasing an additional 46 shares during the period. Arvest Bank Trust Division acquired a new position in O’Reilly Automotive in the third quarter valued at about $518,000. Finally, Wilmington Savings Fund Society FSB bought a new stake in O’Reilly Automotive during the third quarter worth about $184,000. Institutional investors and hedge funds 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.