Zacks Research Issues Positive Outlook for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Analysts at Zacks Research upped their Q1 2026 earnings estimates for O’Reilly Automotive in a report released on Monday, June 16th. Zacks Research analyst R. Department now expects that the specialty retailer will earn $0.72 per share for the quarter, up from their prior forecast of $0.72. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $43.94 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.86 EPS, Q4 2026 earnings at $0.80 EPS, FY2026 earnings at $3.21 EPS, Q1 2027 earnings at $0.81 EPS and FY2027 earnings at $3.55 EPS.

Other equities research analysts also recently issued research reports about the stock. Barclays raised their price objective on shares of O’Reilly Automotive from $83.33 to $86.00 and gave the stock an “equal weight” rating in a research note on Monday, April 28th. BMO Capital Markets raised their price objective on shares of O’Reilly Automotive from $96.67 to $100.00 and gave the stock an “outperform” rating in a research note on Friday, April 25th. Wells Fargo & Company raised their target price on O’Reilly Automotive from $95.00 to $103.33 and gave the stock an “overweight” rating in a research report on Wednesday, April 16th. UBS Group raised their target price on O’Reilly Automotive from $102.33 to $105.33 and gave the stock a “buy” rating in a research report on Thursday, April 24th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $98.33 target price on shares of O’Reilly Automotive in a research report on Monday, March 10th. 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 stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $94.30.

O’Reilly Automotive Stock Down 0.5%

Shares of ORLY stock opened at $88.32 on Thursday. The business’s 50 day moving average is $91.26 and its two-hundred day moving average is $87.95. The company has a market cap of $75.50 billion, a PE ratio of 32.46, a price-to-earnings-growth ratio of 2.41 and a beta of 0.60. O’Reilly Automotive has a 12 month low of $67.24 and a 12 month high of $97.22.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.04). O’Reilly Automotive had a net margin of 14.10% and a negative return on equity of 167.25%. The company had revenue of $4.14 billion for the quarter, compared to analyst estimates of $4.18 billion. During the same quarter last year, the business earned $0.61 EPS. The company’s revenue for the quarter was up 4.0% on a year-over-year basis.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Bank of Jackson Hole Trust bought a new stake in shares of O’Reilly Automotive during the 1st quarter worth $25,000. HWG Holdings LP bought a new position in shares of O’Reilly Automotive during the first quarter worth about $26,000. Lee Danner & Bass Inc. bought a new position in shares of O’Reilly Automotive during the fourth quarter worth about $28,000. HighMark Wealth Management LLC raised its position in shares of O’Reilly Automotive by 185.7% during the first quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 13 shares during the last quarter. Finally, Elequin Capital LP bought a new position in shares of O’Reilly Automotive during the first quarter worth about $30,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at O’Reilly Automotive

In related news, Director John Raymond Murphy sold 3,000 shares of the business’s stock in a transaction that occurred on Monday, May 19th. The stock was sold at an average price of $91.93, for a total value of $275,800.00. Following the completion of the transaction, the director now directly owns 4,560 shares in the company, valued at approximately $419,216. The trade was a 39.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Najera Jose A. Montellano sold 285 shares of the business’s stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $90.13, for a total value of $25,686.29. The disclosure for this sale can be found here. In the last ninety days, insiders sold 33,285 shares of company stock worth $3,022,386. 1.01% of the stock is currently owned by company 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.