Q2 EPS Estimate for O’Reilly Automotive Increased by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Stock analysts at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of O’Reilly Automotive in a research note issued on Wednesday, May 7th. Zacks Research analyst R. Department now forecasts that the specialty retailer will earn $11.51 per share for the quarter, up from their prior estimate of $11.35. 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 Q3 2025 earnings at $11.90 EPS and Q4 2025 earnings at $10.26 EPS.

Several other research analysts have also recently weighed in on the company. Wedbush increased their price objective on O’Reilly Automotive from $1,200.00 to $1,350.00 and gave the stock a “neutral” rating in a research report on Thursday, February 6th. BMO Capital Markets increased their price objective on O’Reilly Automotive from $1,450.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Friday, April 25th. UBS Group increased their price objective on O’Reilly Automotive from $1,535.00 to $1,580.00 and gave the stock a “buy” rating in a research report on Thursday, April 24th. DA Davidson increased their price objective on O’Reilly Automotive from $1,525.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Friday, April 25th. Finally, Royal Bank of Canada increased 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 given a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Buy” and an average price target of $1,414.56.

O’Reilly Automotive Price Performance

ORLY stock opened at $1,358.21 on Monday. The stock has a market capitalization of $77.75 billion, a price-to-earnings ratio of 33.40, a PEG ratio of 2.34 and a beta of 0.64. The business’s fifty day moving average price is $1,369.07 and its two-hundred day moving average price is $1,290.64. O’Reilly Automotive has a fifty-two week low of $947.49 and a fifty-two week high of $1,458.37.

O’Reilly Automotive’s stock is set 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 closing bell on Monday, June 9th.

O’Reilly Automotive (NASDAQ:ORLY) last posted 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 firm had revenue of $4.14 billion for the quarter, compared to the consensus estimate of $4.18 billion. O’Reilly Automotive had a negative return on equity of 166.88% and a net margin of 14.28%. The firm’s quarterly 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.

Institutional Trading of O’Reilly Automotive

A number of hedge funds have recently made changes to their positions in ORLY. Graypoint LLC boosted its stake in shares of O’Reilly Automotive by 4.3% during the fourth quarter. Graypoint LLC now owns 365 shares of the specialty retailer’s stock valued at $433,000 after purchasing an additional 15 shares in the last quarter. Czech National Bank boosted its stake in shares of O’Reilly Automotive by 5.9% during the fourth quarter. Czech National Bank now owns 12,518 shares of the specialty retailer’s stock valued at $14,844,000 after purchasing an additional 702 shares in the last quarter. Threadgill Financial LLC boosted its stake in shares of O’Reilly Automotive by 27.6% during the fourth quarter. Threadgill Financial LLC now owns 1,060 shares of the specialty retailer’s stock valued at $1,257,000 after purchasing an additional 229 shares in the last quarter. Capital Investment Advisors LLC boosted its stake in shares of O’Reilly Automotive by 8.0% during the fourth quarter. Capital Investment Advisors LLC now owns 1,857 shares of the specialty retailer’s stock valued at $2,202,000 after purchasing an additional 137 shares in the last quarter. Finally, Kieckhefer Group LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter valued at about $59,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In related news, Chairman Gregory L. Henslee sold 3,073 shares of the firm’s stock in a transaction dated 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 sale, the chairman now directly owns 11,397 shares of the company’s stock, valued at $14,988,764.55. This trade represents a 21.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Brad W. Beckham sold 833 shares of the firm’s stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $1,300.00, for a total value of $1,082,900.00. Following the completion of the sale, the chief executive officer now directly owns 760 shares in the company, valued at $988,000. This trade represents a 52.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 7,894 shares of company stock valued at $10,409,618 over the last ninety days. 1.01% of the stock is owned by corporate insiders.

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.