Zacks Research Issues Negative Estimate for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Investment analysts at Zacks Research lowered their Q1 2025 EPS estimates for shares of O’Reilly Automotive in a research note issued on Wednesday, February 19th. Zacks Research analyst R. Department now expects that the specialty retailer will earn $9.81 per share for the quarter, down from their previous forecast of $10.17. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $44.01 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q2 2025 earnings at $11.35 EPS, Q3 2025 earnings at $11.66 EPS, Q4 2025 earnings at $10.24 EPS, FY2025 earnings at $43.05 EPS, Q1 2026 earnings at $11.05 EPS, Q2 2026 earnings at $12.29 EPS, Q3 2026 earnings at $12.94 EPS, Q4 2026 earnings at $12.01 EPS, FY2026 earnings at $48.29 EPS and FY2027 earnings at $53.00 EPS.

ORLY has been the subject of a number of other research reports. DA Davidson increased their price objective on shares of O’Reilly Automotive from $1,450.00 to $1,525.00 and gave the stock a “buy” rating in a research report on Friday, February 7th. Royal Bank of Canada increased their price objective on shares of O’Reilly Automotive from $1,416.00 to $1,453.00 and gave the stock an “outperform” rating in a research report on Friday, February 7th. Barclays increased their target price on shares of O’Reilly Automotive from $1,110.00 to $1,250.00 and gave the stock an “equal weight” rating in a report on Friday, February 7th. StockNews.com upgraded shares of O’Reilly Automotive from a “hold” rating to a “buy” rating in a report on Wednesday, January 22nd. Finally, Wells Fargo & Company increased their target price on shares of O’Reilly Automotive from $1,325.00 to $1,425.00 and gave the stock an “overweight” rating in a report on Tuesday, January 28th. Two investment 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $1,390.81.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $1,312.44 on Friday. The stock has a market capitalization of $75.77 billion, a P/E ratio of 32.28, a PEG ratio of 2.31 and a beta of 0.94. The company has a 50 day moving average price of $1,253.03 and a 200 day moving average price of $1,200.38. O’Reilly Automotive has a fifty-two week low of $947.49 and a fifty-two week high of $1,350.27.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, February 5th. The specialty retailer reported $9.96 earnings per share for the quarter, beating the consensus estimate of $9.73 by $0.23. O’Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%.

Institutional Trading of O’Reilly Automotive

Institutional investors and hedge funds have recently modified their holdings of the business. Lee Danner & Bass Inc. acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $28,000. AlphaMark Advisors LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $30,000. Murphy & Mullick Capital Management Corp acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $31,000. Darwin Wealth Management LLC acquired a new stake in shares of O’Reilly Automotive during the third quarter worth $32,000. Finally, Kestra Investment Management LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $32,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other O’Reilly Automotive news, SVP Mark Joseph Merz sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $1,325.00, for a total transaction of $662,500.00. Following the completion of the sale, the senior vice president now directly owns 275 shares in the company, valued at $364,375. The trade was a 64.52 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Jeffery Thomas Loafman sold 620 shares of the company’s stock in a transaction on Monday, November 25th. The shares were sold at an average price of $1,240.39, for a total transaction of $769,041.80. Following the completion of the transaction, the senior vice president now owns 5 shares of the company’s stock, valued at $6,201.95. This trade represents a 99.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,368 shares of company stock valued at $1,757,952 over the last 90 days. Insiders own 1.55% of the company’s stock.

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.