Zacks Research Issues Optimistic Estimate for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Investment analysts at Zacks Research boosted their Q3 2025 EPS estimates for shares of O’Reilly Automotive in a research note issued on Wednesday, August 6th. Zacks Research analyst R. Department now expects that the specialty retailer will earn $0.81 per share for the quarter, up from their previous forecast of $0.80. 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 Q4 2025 earnings at $0.70 EPS, FY2025 earnings at $2.91 EPS, Q2 2026 earnings at $0.85 EPS, Q3 2026 earnings at $0.89 EPS, Q4 2026 earnings at $0.82 EPS, FY2026 earnings at $3.27 EPS, Q1 2027 earnings at $0.83 EPS, Q2 2027 earnings at $0.94 EPS and FY2027 earnings at $3.67 EPS.

Several other equities analysts have also commented on ORLY. Truist Financial upped their price objective on shares of O’Reilly Automotive from $103.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, July 25th. Citigroup increased their price objective on shares of O’Reilly Automotive from $104.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, July 25th. Mizuho increased their price objective on shares of O’Reilly Automotive from $93.33 to $96.33 and gave the company an “outperform” rating in a research report on Friday, April 25th. Barclays restated an “equal weight” rating and issued a $86.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 25th. Finally, Royal Bank Of Canada upped their price objective on shares of O’Reilly Automotive from $98.00 to $104.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Two equities research analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $102.22.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $103.33 on Friday. The firm has a 50 day simple moving average of $93.20 and a 200-day simple moving average of $91.14. O’Reilly Automotive has a 1-year low of $73.11 and a 1-year high of $104.86. The stock has a market cap of $88.33 billion, a price-to-earnings ratio of 36.94, a price-to-earnings-growth ratio of 2.74 and a beta of 0.56.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 earnings per share for the quarter, meeting the consensus estimate of $0.78. O’Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The business had revenue of $4.53 billion during the quarter, compared to analysts’ expectations of $4.54 billion. During the same quarter in the prior year, the company posted $10.55 EPS. The business’s revenue for the quarter was up 5.9% on a year-over-year basis.

Hedge Funds Weigh In On O’Reilly Automotive

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. HWG Holdings LP acquired a new position in O’Reilly Automotive during the first quarter worth about $26,000. Bank of Jackson Hole Trust acquired a new position in O’Reilly Automotive during the first quarter worth about $25,000. HighMark Wealth Management LLC raised its position in shares of O’Reilly Automotive by 185.7% in the first quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 13 shares during the last quarter. Elequin Capital LP acquired a new position in shares of O’Reilly Automotive in the first quarter valued at approximately $30,000. Finally, Saudi Central Bank acquired a new position in shares of O’Reilly Automotive in the first quarter valued at approximately $33,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insiders Place Their Bets

In related news, Director John Raymond Murphy sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 19th. The shares were sold at an average price of $91.93, for a total value of $275,800.00. Following the completion of the sale, the director owned 4,560 shares in the company, valued at $419,216. This trade represents a 39.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Ramon Parises Odems sold 30,000 shares of the firm’s stock in a transaction dated Friday, May 30th. The shares were sold at an average price of $90.70, for a total transaction of $2,720,900.00. Following the completion of the sale, the senior vice president owned 240 shares of the company’s stock, valued at $21,767.20. This trade represents a 99.21% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 69,840 shares of company stock valued at $6,629,176. Corporate insiders own 1.01% 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.