Equities Analysts Set Expectations for ORLY Q4 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Zacks Research lowered their Q4 2026 EPS estimates for O’Reilly Automotive in a report issued on Wednesday, May 13th. Zacks Research analyst Team now expects that the specialty retailer will post earnings of $0.76 per share for the quarter, down from their previous forecast of $0.78. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $3.24 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q2 2027 earnings at $0.89 EPS, Q3 2027 earnings at $0.92 EPS, Q4 2027 earnings at $0.85 EPS, Q1 2028 earnings at $0.92 EPS and FY2028 earnings at $3.91 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS.

Other analysts have also recently issued reports about the company. Raymond James Financial reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a report on Friday, May 1st. Mizuho lifted their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Trading Down 2.3%

ORLY stock opened at $89.70 on Thursday. The stock has a market capitalization of $74.34 billion, a price-to-earnings ratio of 29.31, a PEG ratio of 2.02 and a beta of 0.58. The firm’s 50-day moving average price is $92.42 and its two-hundred day moving average price is $94.45. O’Reilly Automotive has a 12-month low of $86.77 and a 12-month high of $108.71.

Insider Transactions at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On O’Reilly Automotive

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ORLY. Vanguard Group Inc. lifted its position in O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock valued at $7,272,186,000 after buying an additional 458,613 shares during the period. State Street Corp grew its position in shares of O’Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after buying an additional 140,387 shares during the period. Geode Capital Management LLC grew its position in shares of O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Wellington Management Group LLP increased its stake in shares of O’Reilly Automotive by 25.1% in the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after acquiring an additional 2,964,945 shares in the last quarter. Finally, Norges Bank bought a new position in shares of O’Reilly Automotive in the 4th quarter worth about $1,134,311,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

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.