Q2 EPS Estimate for O’Reilly Automotive Decreased by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Research analysts at Roth Capital cut their Q2 2025 earnings per share (EPS) estimates for shares of O’Reilly Automotive in a report released on Monday, February 10th. Roth Capital analyst S. Stember now forecasts that the specialty retailer will earn $11.28 per share for the quarter, down from their previous estimate of $11.69. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $44.16 per share. Roth Capital also issued estimates for O’Reilly Automotive’s Q3 2025 earnings at $11.53 EPS, Q4 2025 earnings at $10.38 EPS, Q1 2026 earnings at $11.76 EPS, Q2 2026 earnings at $12.98 EPS, Q3 2026 earnings at $13.42 EPS, Q4 2026 earnings at $12.54 EPS and FY2026 earnings at $50.69 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last issued its 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 negative return on equity of 166.88% and a net margin of 14.28%.

Several other research firms have also recently weighed in on ORLY. Wells Fargo & Company increased their price objective on 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. StockNews.com upgraded O’Reilly Automotive from a “hold” rating to a “buy” rating in a report on Wednesday, January 22nd. BMO Capital Markets increased their price objective on O’Reilly Automotive from $1,400.00 to $1,450.00 and gave the stock an “outperform” rating in a report on Monday. BNP Paribas upgraded O’Reilly Automotive to a “strong-buy” rating in a report on Friday, October 25th. Finally, DA Davidson raised their target price on O’Reilly Automotive from $1,450.00 to $1,525.00 and gave the company a “buy” rating in a research note on Friday, February 7th. Two equities research analysts have rated the stock with a hold rating, fifteen have given a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $1,390.81.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $1,324.30 on Tuesday. The stock has a market capitalization of $76.45 billion, a PE ratio of 32.57, a P/E/G ratio of 2.50 and a beta of 0.94. O’Reilly Automotive has a 1-year low of $947.49 and a 1-year high of $1,350.27. The business has a 50-day moving average of $1,244.91 and a 200 day moving average of $1,192.31.

Insider Buying and Selling

In other news, Director Andrea Weiss sold 600 shares of the business’s stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $1,224.07, for a total value of $734,442.00. Following the transaction, the director now directly owns 700 shares in the company, valued at $856,849. The trade was a 46.15 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Jeffery Thomas Loafman sold 620 shares of O’Reilly Automotive stock in a transaction dated Monday, November 25th. The stock was sold at an average price of $1,240.39, for a total value of $769,041.80. Following the completion of the sale, the senior vice president now directly owns 5 shares in the company, 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. 1.55% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On O’Reilly Automotive

Large investors have recently made changes to their positions in the company. Accelerate Investment Advisors LLC bought a new stake in O’Reilly Automotive during the third quarter worth approximately $206,000. Grove Bank & Trust increased its stake in O’Reilly Automotive by 25.3% during the third quarter. Grove Bank & Trust now owns 114 shares of the specialty retailer’s stock worth $131,000 after acquiring an additional 23 shares during the last quarter. Creative Planning increased its stake in O’Reilly Automotive by 4.4% during the third quarter. Creative Planning now owns 21,352 shares of the specialty retailer’s stock worth $24,589,000 after acquiring an additional 899 shares during the last quarter. NBC Securities Inc. increased its stake in O’Reilly Automotive by 1.5% during the third quarter. NBC Securities Inc. now owns 1,508 shares of the specialty retailer’s stock worth $1,736,000 after acquiring an additional 22 shares during the last quarter. Finally, Asset Dedication LLC increased its stake in O’Reilly Automotive by 6.2% during the third quarter. Asset Dedication LLC now owns 155 shares of the specialty retailer’s stock worth $178,000 after acquiring an additional 9 shares during the last quarter. 85.00% of the stock is owned by institutional investors.

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.