Q2 EPS Forecast for O’Reilly Automotive Lifted by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities research analysts at William Blair raised their Q2 2025 earnings per share (EPS) estimates for shares of O’Reilly Automotive in a report released 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 posted its earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 EPS for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $4.14 billion for the quarter, compared to analysts’ expectations of $4.18 billion. During the same quarter in the previous year, the firm posted $9.20 earnings per share. The firm’s revenue for the quarter was up 4.0% compared to the same quarter last year.

Several other research analysts also recently weighed in on ORLY. Wedbush boosted their target price on shares of O’Reilly Automotive from $1,200.00 to $1,350.00 and gave the company a “neutral” rating in a research note on Thursday, February 6th. Wells Fargo & Company upped their price objective on shares of O’Reilly Automotive from $1,425.00 to $1,550.00 and gave the company an “overweight” rating in a research note on Wednesday, April 16th. Morgan Stanley reaffirmed an “overweight” rating on shares of O’Reilly Automotive in a research note on Thursday, April 24th. DA Davidson increased their price target on O’Reilly Automotive from $1,525.00 to $1,600.00 and gave the stock a “buy” rating in a research note on Friday, April 25th. Finally, StockNews.com raised O’Reilly Automotive from a “hold” rating to a “buy” rating in a research report on Thursday, April 3rd. Two research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $1,414.56.

O’Reilly Automotive Trading Up 2.1 %

Shares of NASDAQ ORLY opened at $1,399.23 on Monday. The stock has a market cap of $80.09 billion, a price-to-earnings ratio of 34.41, a PEG ratio of 2.34 and a beta of 0.79. The company’s 50-day moving average price is $1,362.18 and its 200 day moving average price is $1,279.80. O’Reilly Automotive has a 52 week low of $947.49 and a 52 week high of $1,458.37.

O’Reilly Automotive’s stock is scheduled to split on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly issued shares will be payable to shareholders after the market closes on Monday, June 9th.

Insider Activity at O’Reilly Automotive

In other news, Director Maria Sastre sold 248 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $1,316.17, for a total transaction of $326,410.16. Following the sale, the director now owns 971 shares in the company, valued at $1,278,001.07. This trade represents a 20.34 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Jason Lee Tarrant sold 1,992 shares of the company’s stock in a transaction on Tuesday, February 25th. The shares were sold at an average price of $1,339.10, for a total transaction of $2,667,487.20. Following the completion of the transaction, the executive vice president now owns 1,398 shares of the company’s stock, valued at $1,872,061.80. This trade represents a 58.76 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 7,894 shares of company stock worth $10,409,618. 1.01% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Institutional investors have recently added to or reduced their stakes in the company. Carolinas Wealth Consulting LLC lifted its stake in shares of O’Reilly Automotive by 14.3% in the fourth quarter. Carolinas Wealth Consulting LLC now owns 64 shares of the specialty retailer’s stock worth $76,000 after acquiring an additional 8 shares in the last quarter. Marcum Wealth LLC increased its holdings in O’Reilly Automotive by 4.0% during the 1st quarter. Marcum Wealth LLC now owns 210 shares of the specialty retailer’s stock worth $301,000 after purchasing an additional 8 shares during the last quarter. Adero Partners LLC raised its position in shares of O’Reilly Automotive by 1.9% in the 1st quarter. Adero Partners LLC now owns 425 shares of the specialty retailer’s stock valued at $609,000 after purchasing an additional 8 shares in the last quarter. Avior Wealth Management LLC boosted its stake in shares of O’Reilly Automotive by 3.5% during the 1st quarter. Avior Wealth Management LLC now owns 239 shares of the specialty retailer’s stock valued at $342,000 after buying an additional 8 shares during the last quarter. Finally, Advisory Alpha LLC grew its position in shares of O’Reilly Automotive by 4.4% during the fourth quarter. Advisory Alpha LLC now owns 215 shares of the specialty retailer’s stock worth $255,000 after buying an additional 9 shares in the last quarter. 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.