Q1 EPS Estimate for O’Reilly Automotive Lowered by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities research analysts at Zacks Research dropped their Q1 2026 EPS estimates for shares of O’Reilly Automotive in a report issued on Wednesday, February 18th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings of $0.68 per share for the quarter, down from their prior forecast of $0.71. 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 $0.84 EPS, Q3 2026 earnings at $0.89 EPS, Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $3.19 EPS, Q1 2027 earnings at $0.82 EPS, Q2 2027 earnings at $0.90 EPS, Q3 2027 earnings at $0.95 EPS, Q4 2027 earnings at $0.90 EPS, FY2027 earnings at $3.57 EPS and FY2028 earnings at $3.76 EPS.

A number of other research firms have also recently issued reports on ORLY. DA Davidson reiterated a “buy” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a report on Tuesday, February 3rd. JPMorgan Chase & Co. dropped their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Mizuho set a $105.00 price objective on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. Finally, Citigroup cut their price objective on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Stock Down 0.7%

NASDAQ ORLY opened at $93.50 on Friday. The stock’s 50-day simple moving average is $94.37 and its two-hundred day simple moving average is $98.86. O’Reilly Automotive has a twelve month low of $85.55 and a twelve month high of $108.71. The company has a market capitalization of $78.92 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 2.10 and a beta of 0.62.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter last year, the business posted $9.50 EPS. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS.

Insider Buying and Selling

In other news, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $101.25, for a total value of $354,375.00. Following the transaction, the senior vice president owned 4,792 shares in the company, valued at approximately $485,190. This trade represents a 42.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $101.31, for a total transaction of $238,585.05. Following the sale, the senior vice president owned 28 shares of the company’s stock, valued at $2,836.68. This represents a 98.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.01% of the company’s stock.

Institutional Trading of O’Reilly Automotive

A number of institutional investors have recently modified their holdings of the company. Eagle Bay Advisors LLC purchased a new stake in O’Reilly Automotive in the 4th quarter worth approximately $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at approximately $26,000. Canton Hathaway LLC lifted its stake in O’Reilly Automotive by 1,400.0% in the second quarter. Canton Hathaway LLC now owns 300 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 280 shares during the period. Wilkerson Advisory Group LLC bought a new stake in O’Reilly Automotive in the fourth quarter valued at $27,000. Finally, Nemes Rush Group LLC boosted its holdings in O’Reilly Automotive by 1,400.0% in the second quarter. Nemes Rush Group LLC now owns 315 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 294 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive News Summary

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Wall Street sentiment remains broadly constructive on ORLY, with analysts still generally positive about the company’s execution and target prices — a stabilizing factor for the stock. What Are Wall Street Analysts’ Target Price for O’Reilly Automotive Stock?
• Neutral Sentiment: Industry write-ups on peers (e.g., Genuine Parts Company spin-off coverage) mention ORLY as a performance benchmark for auto-parts retailers; this is background context that can influence relative valuation debates but is not a direct company event. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks Research trimmed multiple near-term and multi-year EPS forecasts for ORLY on Feb. 18 — cutting FY2026 to $3.19 (from $3.28) and FY2027 to $3.57 (from $3.67), and lowering several quarterly estimates (e.g., Q1 2026 to $0.68 from $0.71; Q2 2026 to $0.84 from $0.85; Q3 2026 to $0.89 from $0.90; Q4 2026 to $0.78 from $0.82, plus modest trims across 2027 quarters). These downward revisions reduce near-term earnings expectations and are likely the primary driver of the stock weakness today. O’Reilly Automotive Company Page

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.